Microsoft Dynamics 365 for Retail

• Model an organization

  1. create models of organizations

  2. create and configure organization hierarchies

  3. create and modify retail operating units

• Configure retail parameters

  1. set up a retail store set up infcodes and sub codes

  2. assign and translate infcodes

  3. configure units of measure and conversion

  4. define retail parameters

  5. set up sales tax and sales tax overrides

  6. describe and configure payment methods

  7. configure payment connectors

  8. set up credit card payment services

  9. configure full-text search

• Configure workflows

  1. Describe retail workflow features

  2. configure workflow prerequisites

  3. create and configure workflows, activate a workflow

  4. associate workflows with an organization

  5. monitor workflow status

• Integrate stores

  1. configure and monitor Commerce Data Exchange services

  2. test and troubleshoot Async client and server connectivity

  3. view retail channel transactions

  4. set up store locator groups

• Manage retail channels

  1. build an online store

  2. synchronize online store sales orders

  3. create a call centre

• Perform Point of Sale (POS) set up processes

  1. set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles

  2. Configure a receipt format

  3. set up data distribution

• Configure POS terminals

  1. set up keyboard mapping group

  2. configure POS permission groups

  3. create registers and POS devices

  4. create screen layouts that use button grids and images

  5. manage drawer operations

• Configure barcodes and labels

  1. create and view barcodes for specific products

  2. print shelf labels

  3. create barcode masks

• Configure basic product parameters

  1. create product dimensions and dimension groups

  2. create a product

  3. create and modify product attributes

  4. create product features and assortments

  5. create product relationship types and product relationships

  6. create a product master or variant

  7. create, assemble, disassemble, and sell product kits

• Build product category hierarchies

  1. describe hierarchy types

  2. create a category hierarchy

  3. maintain hierarchies

  4. bulk edit a category

• Create and manage catalogues

  1. Create a catalogue

  2. configure and analyze catalogue layout

  3. update, validate, approve and publish catalogues

  4. create source codes

• Manage delivery modes

  1. set up delivery modes

  2. add channels tdelivery modes

  3. add products tdelivery modes

• Manage direct delivery

  1. set up direct delivery

  2. configure products and sales orders for direct delivery

  3. confirm direct delivery orders

  4. create pick waves

  5. set up the picking process

  6. create a workbench

  7. generate picking workbench sessions

• Manage pricing discounts

  1. create category pricing rules

  2. discount products based on catalogues

  3. set up affiliated pricing

  4. adjust prices; create price groups

  5. configure mix and match discounts

  6. create quantity discounts

• Connect vendor information tproducts

  1. create a vendor catalogue

  2. set up price margin alerts on a product

  3. define price points for products

  4. add vendor product numbers ta product

• Manage Retail Operations

  1. Manage workers

  2. create jobs

  3. create positions

  4. set up a worker

  5. create and link address books

  6. implement role-based security

  7. view and manage shifts

• Generate retail information reports

  1. identify available reports

  2. identify available workspaces

  3. perform recency, frequency, and monetary (RFM) analysis

• Implement customer loyalty schemes and gift cards

  1. describe the loyalty setup process

  2. configure prerequisite components

  3. create a customer loyalty scheme and program

  4. process loyalty transactions

  5. resolve loyalty card number conflicts

  6. add products tloyalty schemes

  7. set up physical and virtual gift cards

  8. add funds ta gift card

• Manage journals

  1. describe post statement actions

  2. create and calculate a statement

  3. view posted statements

  4. configure batch processes for statements

• Manage inventory replenishment

  1. build replenishment rules

  2. implement cross docking for product distribution

  3. create a buyer’s push

  4. create a replenishment hierarchy

  5. create service categories

• Manage a call centre

  1. create fraud rules

  2. create a continuity program

  3. create continuity orders

  4. implement credit card and refund workbenches

  5. configure check holds

  6. set up credit limit checking;

  7. create rules for up-selling and cross-selling

  8. set up target markets

  9. create and use scripts

• Perform POS operations

  1. conduct a transaction

  2. override a price

  3. identify reason codes and hold codes

  4. hold and recall a transaction

  5. clear a hold

• Manage sale orders

  1. view detailed status information for a sales order

  2. identify sales order cancellation constraints

  3. configure price matching

  4. configure prepayment

• Manage customers

  1. create a customer

  2. check for duplicate customers

  3. merge and unmerge customer records

  4. create and configure cases

  5. search for a customer

• Manage drawer operations and daily operations

  1. perform opening procedures

  2. conduct tender operations

  3. perform overrides

  4. perform closing procedures

  5. open, pause, resume, and close shifts

  6. clock in and out

  7. create sales with cash or credit card payments

  8. void transactions

  9. accept returns

• Manage installment billing

  1. set up and configure installment billing

  2. create payment schedules; add installments ta sales order

  3. process installments billing payments

• Manage returns and Return Merchandise Authorization (RMA) processing

  1. identify steps in the RMA process

  2. create an RMA

  3. configure process return options

It is a cloud-based retail management solution designed to streamline operations, improve customer experiences, and unify all retail channels.

Retail professionals, functional consultants, technical consultants, system administrators, and individuals aspiring to build a career in Microsoft Dynamics 365.

Basic knowledge of retail operations or Microsoft Dynamics platforms is helpful but not mandatory.

Yes, the training includes practical sessions and real-time project scenarios to strengthen learning.

Yes, participants receive a globally recognized training certificate upon successful completion.