Microsoft Dynamics 365: Core Finance and Operations : MB-300

Exam Code: MB-300

Exam Name: Microsoft Dynamics 365: Core Finance and Operations

Updated: Jul 27, 2026

Q & A: 390 Questions and Answers

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About Microsoft Dynamics 365: Core Finance and Operations : MB-300 Exam

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Microsoft MB-300 Exam Syllabus Topics:

TopicDetails

Use common functionality and implementation tools (20-25%)

Identify common Dynamics 365 Finance features and functionality- determine when to use workspaces
- identify use cases for Power Platform apps including Power Apps, Power BI, and Power Automate
- identify and differentiate between the global address book and other address books
- demonstrate Work Items functionality
- demonstrate Dynamics 365 Finance navigation techniques
- identify Inquiry and Report types available in a default installation
Implement Lifecycle Services (LCS) tools- identify opportunities to re-use existing assets
- analyze Business Process Modeler results and identify gaps in functionality, including creating an Acceptance Testing BPM library and analyzing the results
- use the LCS tools including Issue Search and analyze results
- implement performance monitoring

Configure security, processes, and options (45-50%)

Implement security- identify and distinguish between the various standard security roles in Finance and Operations
- distinguish between duties, privileges, and permissions
- assign users to security roles based on given scenarios
Design and create workflows- identify opportunities for automation and controls based on customer workflows
- configure workflow properties and elements
- troubleshoot workflows
- use Power Automate to extend workflows
Configure options- set up and configure legal entities
- configure base number sequences
- import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products
- configure the calendars and date intervals
- configure units of measure and conversions
- configure posting profiles and definitions
- create organization hierarchies
- apply purposes and policies
- describe and apply user options
Implement Dynamics 365 Finance common features- configure Microsoft Office integration with Dynamics 365 Finance
- configure email (SMTP/Exchange)
- create and maintain email and record templates
- integrate Power BI with Entity store
- create, export, and import personalizations
- set up network printing
Implement business processes for the solution- define use case scenarios
- participate in phase-based planning processes and the solution design
- design and create workflows
- set up Batch Jobs and Alerts
- create and use business process workspaces

Perform data migration (15-20%)

Plan a migration strategy- identify common migration scenarios and tools in Dynamics 365 Finance
- determine migration scope
- 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
- 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%)

Implement and validate the solution within Dynamics 365 Finance- perform user acceptance testing (UAT)
- prepare and validate to Go Live
- build test scripts to test business functionality
- automate test case automation by using the Regression Suite Automation Tool (RSAT)
- demonstrate the correlation between test scripts and business requirements
- monitor validation test progress and make ad hoc changes during validation testing to correct identified issues
- create test scripts by using Task Recorder
Support Application Lifecycle Management (ALM) by using LCS- perform a solution gap analysis
- use LCS tools to identify, report, and resolve issues
- manage Dynamics 365 One Version

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How to Register For Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations?

Exam Register Link: https://examregistration.microsoft.com/?locale=en-us&examcode=MB-300&examname=Exam%20MB-300:%20Microsoft%20Dynamics%20365:%20Core Finance%20and%20Operations&returnToLearningUrl=https%3A%2F%2Fdocs.microsoft.com%2Flearn%2Fcertifications%2Fexams%2Fmb-300

Reference: https://www.microsoft.com/en-us/learning/exam-mb-300.aspx

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