Exam MB-300: Microsoft Dynamics 365 Unified Operations Core
Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry bestpractices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.
Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts.
Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.
Prerequisities:
Microsoft Course MB-300T00-AC - Microsoft Finance and Operations Core
Skills measured
Use common functionality and implementation tools (15-20%)
Identify and use common Finance and Operations apps features and functionality
- describe uses cases for and capabilities of workspaces
- describe case management
- describe global address book features and their use cases
- identify inquiry and report types available in a default installation
- describe use cases for the Business Document Management and electronic reporting features
- perform common actions including performing searches, saving queries, creating, and using record templates, and creating filters
Describe use cases for Power Platform apps and services
- identify use cases for Common Data Service
- identify use cases for Power Apps
- identify use cases for Power Automate
- identify use cases for Power BI
- identify use cases for Power Virtual Agents
- differentiate between pinned and embedded Power BI reports
Configure security, processes, and options (30-35%)
Implement security
- distinguish between roles, duties, privileges, and permissions
- assign users to security roles based on given scenarios
- describe segregation of duties
Design and create workflows
- describe use cases for workflows
- design and create workflows
- configure workflow properties and elements
- configure queues, workflow assignment hierarchies, and workflow parameters
- troubleshoot workflows
- manage workflow versions
- use Power Automate to extend workflows
Configure Organization administration features
- set up and configure legal entities and operating units
- configure and troubleshoot number sequences
- import or create all necessary startup data including postal code data, customers, vendors, and products
- create organization hierarchies
- describe and apply user options including time zones, language, and email settings
- configure document handling for attachments
- configure print management and form setup features
Configure system administration features
- describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
- configure email (SMTP/Exchange)
- create and maintain email templates
- integrate Power BI with Entity store
- create, export, and import personalizations and publish saved views
- set up and monitor batch jobs and alerts
Manage Finance and Operations data (25-30%)
Manage data
- describe use cases for the Data Management workspace and templates
- describe use cases for and types of data entities
- copy configuration data between companies or legal entities by using the Data Management framework
- describe use cases for the Dual Write feature
Plan a migration strategy
- identify common migration scenarios and tools in Finance and Operations apps
- determine the scope for a migration
- identify relevant data entities and elements based on given scenarios
- establish migration strategy processes including migration scope
Prepare data for migration and migrate data
- identify and extract source data
- generate field mapping between source and target data structures
- import or export data by using the Data Management framework
- support the transition between the existing and migrated systems
- perform a test migration and validate output from the process
- implement data task automation
Validate and support the solution (15-20%)
Test solutions
- describe the testing types tools
- automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
- create test scripts by using Task Recorder and upload scripts to BPM or Azure DevOps
Implement Lifecycle Services (LCS) tools
- differentiate between LCS roles including Owner and Environment Manager
- identify opportunities to re-use existing assets
- analyze Business Process Modeler (BPM) results and identify gaps in functionality
- create an acceptance testing BPM library and analyze results.
- describe the types of environments including sandbox, test, and production
- implement the LCS tools including Issue Search and analyze results
- implement performance monitoring
- use LCS tools to identify, report, and resolve issues
- manage Dynamics 365 One Version