Microsoft Certified: Dynamics 365 for Retail

On this accelerated 3-day Dynamics 365 for Retail course you'll develop the skills and knowledge you need to deploy, maintain and use Microsoft Dynamics 365 for Retail.

You'll be immersed in the curriculum with our unique Lecture | Lab | Review technique, which speeds up your learning, helping you to create insightful shopping experiences using Dynamics 365 for Retail to personalise customer engagement and increase employee productivity.

YourMicrosoft Certified Trainerwill guide you through Dynamics 365 for Retail to:

• Set up and configure organisational parameters
• Set up and configure Point of Sale
• Set up and configure Products
• Manage Retail Operations
• Conduct Retail Activities

During the course, you'll prepare for and sit exam MB6-897. Passing this exam will act as the elective requirement for MCSE: Business Applications. Don't pass the exam first time? Don't worry, you'll be covered by our Certification Guarantee.

If you're a Dynamics 365 partner looking to set up, use and provide support for the application functionality in Microsoft Dynamics 365 for Retail, this course is ideal for you.

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

You should have:

• an understanding of retail operations and POS
• experience deploying, maintaining, and using Microsoft Dynamics 365 for Retail

You'll sit the following exam at the Firebrand Training Centre during the course. This is covered by your Certification Guarantee:

Exam MB6-897: Microsoft Dynamics 365 for Retail

• Technology - Microsoft Dynamics 365
• Credit toward - MCSE: Business Applications

You'll be measured on your ability to accomplish the following technical tasks in exam MB6-897:

• Set up and configure organisational parameters (20 - 25%)
• Set up and configure Point of Sale (10 - 15%)
• Set up and configure Products (15 - 20%)
• Manage Retail Operations (15 - 20%)
• Conduct Retail Activities (25 - 30%)