Microsoft - Dynamics 365 for Retail | Exam MB6-897

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Set up and configure organisational parameters

Model an organisation

• create models of organisations
• create and configure organisation hierarchies
• create and modify retail operating units

Configure retail parameters

• set up a retail store set up info codes and sub codes
• assign and translate info codes
• configure units of measure and conversion
• define retail parameters
• set up sales tax and sales tax overrides
• describe and configure payment methods
• configure payment connectors
• set up credit card payment services
• configure full-text search

Configure workflows

• Describe retail workflow features
• configure workflow prerequisites
• create and configure workflows, activate a workflow
• associate workflows with an organisation
• monitor workflow status

Integrate stores

• configure and monitor Commerce Data Exchange services
• test and troubleshoot Async client and server connectivity
• view retail channel transactions
• set up store locator groups

Manage retail channels

• build an online store
• synchronise online store sales orders
• create a call centre

Set up and configure Point of Sale

Perform Point of Sale (POS) set up processes

• set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles
• Configure a receipt format
• set up data distribution

Configure POS terminals

• set up keyboard mapping group
• configure POS permission groups
• create registers and POS devices
• create screen layouts that use button grids and images
• manage drawer operations

Configure barcodes and labels

• create and view barcodes for specific products
• print shelf labels
• create barcode masks

Set up and configure Products

Configure basic product parameters

• create product dimensions and dimension groups
• create a product
• create and modify product attributes
• create product features and assortments
• create product relationship types and product relationships
• create a product master or variant
• create, assemble, disassemble, and sell product kits

Build product category hierarchies

• describe hierarchy types
• create a category hierarchy
• maintain hierarchies
• bulk edit a category

Create and manage catalogues

• Create a catalogue
• configure and analyse catalogue layout
• update, validate, approve and publish catalogues
• create source codes

Manage delivery modes

• set up delivery modes
• add channels to delivery modes
• add products to delivery modes

Manage direct delivery

• set up direct delivery
• configure products and sales orders for direct delivery
• confirm direct delivery orders
• create pick waves
• set up the picking process
• create a workbench
• generate picking workbench sessions

Manage pricing discounts

• create category pricing rules
• discount products based on catalogues
• set up affiliated pricing
• adjust prices; create price groups
• configure mix and match discounts
• create quantity discounts

Connect vendor information to products

• create a vendor catalogue
• set up price margin alerts on a product
• define price points for products
• add vendor product numbers to a product

Manage Retail Operations

• Manage workers
• create jobs
• create positions
• set up a worker
• create and link address books
• implement role-based security
• view and manage shifts

Generate retail information reports

• identify available reports
• identify available workspaces
• perform recency, frequency, and monetary (RFM) analysis

Implement customer loyalty schemes and gift cards

• describe the loyalty setup process
• configure prerequisite components
• create a customer loyalty scheme and program
• process loyalty transactions
• resolve loyalty card number conflicts
• add products to loyalty schemes
• set up physical and virtual gift cards
• add funds to a gift card

Manage journals

• describe post statement actions
• create and calculate a statement
• view posted statements
• configure batch processes for statements

Manage inventory replenishment

• build replenishment rules
• implement cross docking for product distribution
• create a buyer’s push
• create a replenishment hierarchy
• create service categories

Manage a call centre

• create fraud rules
• create a continuity program
• create continuity orders
• implement credit card and refund workbenches
• configure check holds
• set up credit limit checking;
• create rules for up-selling and cross-selling
• set up target markets
• create and use scripts

Conduct Retail Activities

Perform POS operations

• conduct a transaction
• override a price
• identify reason codes and hold codes
• hold and recall a transaction
• clear a hold

Manage sale orders

• view detailed status information for a sales order
• identify sales order cancellation constraints
• configure price matching
• configure prepayment

Manage customers

• create a customer
• check for duplicate customers
• merge and unmerge customer records
• create and configure cases
• search for a customer

Manage drawer operations and daily operations

• perform opening procedures
• conduct tender operations
• perform overrides
• perform closing procedures
• open, pause, resume, and close shifts
• clock in and out
• create sales with cash or credit card payments
• void transactions
• accept returns

Manage instalment billing

• set up and configure instalment billing
• create payment schedules; add instalments to a sales order
• process instalment billing payments

Manage returns and Return Merchandise Authorisation (RMA) processing

• identify steps in the RMA process
• create an RMA
• configure process return options