Exam MB-300 Study Guide | Microsoft Dynamics 365: Core Finance and Operations

The MB-300 is a Core Finance and Operations exam and is more focused on the functional side, but you will also find questions about system administration tasks and security configurations. The candidates for this exam should be capable of analyzing business requirements and translating those requirements into fully realized business processes. They should have experience with LCS and have awareness of how Finance and Operations apps integrate with external systems and tools including Power Platform.

Passing this exam validates an understanding of:

Exam Objectives

The MB-300 is broken into 4 main topics:

This exam also covers a broad range of information and evaluates the follows skills:

• Application Lifecycle Management
• Business Software Solutions
• Data Migration
• Gap Analysis
• Implementation
• Lifecycle Services
• Solution Architect
• System Integration Design
• System Security

In the link below, you can download a PDF that includes an outline of objectives that the exam covers:

Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations – Skills Measured

Exam Basics

Passing score: 700 | Exam Update: October 2020
Time-limit: 180 minutes to complete the exam.
# of Questions: 52 questions.

The Exam is more than just multiple-choice questions. You will face the following type of questions:

This is a Core Finance and Operations exam, be prepared for these types of questions:

• You are a Dynamics 365 Finance implementation consultant
• You are a Dynamics 365 Finance system administrator
• You are the project owner in a Lifecycle Services (LCS) project
• You are a business process analyst using Dynamics 365 Finance
• You set up security roles for the users
• You are a Dynamics 365 Finance systems analyst

Study Resources

Here you have all the links that I used for my preparation:

Person search report - Finance & Operations | Dynamics 365 | Microsoft Docs

Privacy and personal data for Microsoft Dynamics 365 | Microsoft Docs

One Version service updates FAQ - Finance & Operations | Dynamics 365 | Microsoft Docs

Service update availability - Finance & Operations | Dynamics 365 | Microsoft Docs

Issue search in Lifecycle Services (LCS) - Finance & Operations | Dynamics 365 | Microsoft Docs

Data management package REST API - Finance & Operations | Dynamics 365 | Microsoft Docs

Number Sequences Explained: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)

Data management overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Enable users to receive workflow-related email messages - Finance & Operations | Dynamics 365 | Microsoft Docs

Out-of-box security reports - Finance & Operations | Dynamics 365 | Microsoft Docs

Advanced filtering and query syntax - Finance & Operations | Dynamics 365 | Microsoft Docs

Fiscal calendars, fiscal years, and periods - Finance | Dynamics 365 | Microsoft Docs

Task recorder resources - Finance & Operations | Dynamics 365 | Microsoft Docs

Identify and resolve conflicts in segregation of duties - Finance & Operations | Dynamics 365 | Microsoft Docs

Set up units and unit conversions (Retail essentials) | Microsoft Docs

Configure and filter workspaces - Finance & Operations | Dynamics 365 | Microsoft Docs

Role-based security - Finance & Operations | Dynamics 365 | Microsoft Docs

Workflow elements - Finance & Operations | Dynamics 365 | Microsoft Docs

Workflow system architecture - Finance & Operations | Dynamics 365 | Microsoft Docs

Create, edit, and browse Business process modeler (BPM) libraries - Finance & Operations | Dynamics 365 | Microsoft Docs

Advanced filtering and query syntax - Finance & Operations | Dynamics 365 | Microsoft Docs

Create and automate user acceptance tests - Finance & Operations | Dynamics 365 | Microsoft Docs

Install metadata hotfixes in development environments - Finance & Operations | Dynamics 365 | Microsoft Docs

Organizations and organizational hierarchies overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Create an organization hierarchy - Finance & Operations | Dynamics 365 | Microsoft Docs

MB-300 global address book and other address books Dynamics 365 for finance and Operations - Dynamics 365 Finance Community

Change the banner or logo - Finance & Operations | Dynamics 365 | Microsoft Docs

Global address book overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Record templates overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Perform user acceptance testing in Finance and Operations apps - Learn | Microsoft Docs

What is the purpose of Date intervals in financial statements setup - Microsoft Dynamics AX Forum Community Forum

Setup date intervals | My Financial Dynamics AX (wordpress.com)

Data entities overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Process and consume data packages in Dynamics 365 Finance and Operations apps solution - Finance & Operations | Dynamics 365 | Microsoft Docs

Configure account structures - Finance | Dynamics 365 | Microsoft Docs

Clear usage data in D365 Finance and Operations - Dynamics 365 Finance Community

Configure and send email - Finance & Operations | Dynamics 365 | Microsoft Docs

Perform fit gap analysis - Learn | Microsoft Docs

Install the Document Routing Agent to enable network printing - Finance & Operations | Dynamics 365 | Microsoft Docs

Design questionnaires - Human Resources | Dynamics 365 | Microsoft Docs

Additional Resources

Follow the learning path: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-300

Pay additional focus on workflows in Finance and Operations https://docs.microsoft.com/en-us/learn/modules/create-use-workflows-finance-operations/

Register for the exam

MB-300: Microsoft Dynamics 365: Core Finance and Operations - Learn | Microsoft Docs

Good luck!

Acknowledgments: I want to thank my colleague Amy Flowers (Customer Engineer) for her contributions and peer review.