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

  • Exam Code: MB-300
  • Exam Name: Microsoft Dynamics 365: Core Finance and Operations
  • Updated: May 29, 2026   Q&As: 390 Questions and Answers

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Preparation Process

Your level of preparedness is the determinant of success or failure in the Microsoft MB-300 exam. For this reason, you should have a well-laid preparation plan to help you pass the test at your first attempt with flying colors. Therefore, it is important to look at the following steps:

Step 1: Checking the official certification webpage

First of all, your preparation process should begin with checking out what details regarding the Microsoft MB-300 exam are available on the official certification page. That way, you will find out about every piece of information and relevant tips for the test. By checking out the certification webpage, you will also keep up with any changes that Microsoft might make.

Career Paths

Once you earn your certification, you can apply for the position that agrees with your qualifications. Still, getting deeper with your skills can offer you a good standing as concerns your career. The Microsoft plan does include expert certifications that you can explore and build your potential even to a greater depth. Among them, you will find the Microsoft Certified: Dynamics 365: Finance & Operations Apps Solution Architect Expert and the Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert certificates.

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

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

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