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Last Updated: Sep 03, 2025

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

Expertise Needed to Conquer MB-300 Exam

The Microsoft MB-300 is divided into some domains which form the main exam topics. They include:

  • Usage of Implementation Tools and Common Functionality;
  • Management of Operational & Financial Data;
  • Configuration of Security, Options, and Processes;
  • Validating and Supporting the Solution.

To dive deeper, we will begin with the Usage of Implementation Tools and Common Functionality area. The first instance concerns identifying and using common apps features along with functionality for finance & operation. Candidates must be aware of workspace capabilities, use cases, case management, features and utilization of common address book characteristics, and types of reports and inquiry. The second objective covers various use scenarios for features of electronic reporting and management of Business Document and performing common actions like searches, query saving, creating and utilizing record templates as well as filters. Last, to study and apprehend is use scenarios for applications and services for Power Platform. In this case, candidates must get familiar with use scenarios for common data service, Power Apps, Power Automate, Power BI, and agents of Power Virtual. There is also the part of pinned as well as embedded reports for Power BI.

When it comes to the objective of Configuration of Security, Options, and Processes, MB-300 exam first covers implementing security. This is where features like roles, privileges, duties, permissions, user security roles, and separation of duties are covered. Next is the coverage of designing and creating workflows. Under this part are found use scenarios for workflows, configuring properties and constituents of workflow, configuring queues, hierarchies for workflow assignment, and parameters for workflow. Here, you'll also discover workflow troubleshooting, workflow versions management, and extending workflows using Power Automate. The other core area within this domain to discover regards configuring administration features for organizations. This segment describes legal entities and units of operation, number sequences, startup data, organizational hierarchies, describing and applying user options like time zones, email settings, and language. More tasks are focused on document handling, and configuring features for & form setup features and print management. Configuring features for system administration is the final part of this topic.

The next domain for MB-300 scrutinizes the Management of Operational as well as Financial Data. It begins with managing data by looking at workspace & templates, data entities, copying configuration data, and describing the use scenarios for the feature called Dual Write. Next goes planning a strategy for migration. It features cases and tools for common migrations, migration scope, relevant entities and components of data, and strategy processes for migration. Finally, candidates ought to establish skills in preparing and migrating data. Extracting source data, generating field mapping, importing and exporting data, supporting transition between present and migrated systems, test migration, and implementing task automation for data are part of it.

To close is the objective of Validating and Supporting the Solution. Two key areas are to be analyzed here. The initial one considers the testing of solutions. Learners will be exploring tools for testing, automating, and managing test cases using RSAT (Regression Suite Automation Tool), and creating test scripts. Implementing tools for Lifecycle Service is the last segment included in the aforementioned topic. This touches on LCS roles, reusing existing assets, Business Process Modeler (BPM), environment types, LCS tools, and performance monitoring. The last bit covers managing One Version for Dynamics 365.

Target Audience and Requirements

As for the prerequisites for the MB-300 exam, the potential candidates need to have knowledge of basic accounting practices and principles. Mostly, they are the individuals who are involved in analyzing the business requirements and translating them into the business solutions and processes, which can be fully realized and used in implementing industry best practices to meet all the business requirements. You should understand the common capabilities and features of Operations & Finance apps and how to go about configuring and using each. The test is created for those who already have knowledge of how these apps usually integrate with the external tools and systems, including Power Platform.

The typical students for this certification test are the specialists who specialize in at least one set of Operations & Finance apps, including manufacturing, finance, and supply chain management. They are also involved in actively managing app lifecycles by utilizing Lifecycle Series (LCS) as well as other Microsoft platforms and tools.

The Microsoft MB-300 exam targets core Finance alongside Operations within Dynamics 365. It is designed to help the candidate analyze business requirements and work on making those requirements fully functional business solutions. This exam will test how well a candidate can implement best business practices and ensure the success of an organization.

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