This course teaches learners how to set up, use, and support the features of Dynamics 365 Commerce. It also prepares them to assist with the application’s functionality. Microsoft Dynamics 365 Commerce is a cloud-based platform for retailers to better connect with customers and enhance their experience. This test covers various aspects of Dynamics 365 Commerce, including setting up headquarters, managing call centres, POS systems, and e-commerce operations.
Course dates and course fee may be subjected to changes.
Course Outline
Lesson 1: Configure prerequisites and commerce parameters
- Create employee and customer address books
- Configure and manage retail workersÂ
- Assign address books to customers, channels, and workers
- Create email templates and email notification profilesÂ
- Configure organizational hierarchies and hierarchy purposes
- Configure Commerce shared parameters
- Configure company-specific Commerce parametersÂ
- Describe and configure additional functionalityÂ
- Create and configure channel and sales order attributesÂ
- Configure commissions and sales representatives
- Configure payment methods and card types
- Configure and manage gift cardsÂ
- Describe Omni-channel capabilities including payments, orders, and returns
- Configure data distribution
- Create info codes, sub-codes, and info code groups
- Describe Dynamics 365 Fraud Protection purchase protection, loss prevention, and account protection Manage statements
- Describe advantages of using trickle feed-based posting
- Validate retail transactions by using the transaction consistency checker
- Configure and manage retail statement calculations and posting
- Troubleshoot statement posting issues
- Configure Distributed Order Management (DOM)
- Configure fulfillment profilesÂ
- Configure cost components including shipping, handling, and packaging costs
- Configure management rules and parametersÂ
- Monitor fulfillment plans and order exceptions Configure order fulfillmentÂ
- Configure modes of delivery including shipments, pick up, and carry out
- Configure curbside customer order pickupÂ
- Configure charge codes, charge groups, and automatic chargesÂ
- Configure and assign order fulfillment groupsÂ
- Describe and configure additional functionalityÂ
Lesson 2: Configure products, prices, discounts, loyalty, and affiliations Configure products and merchandising
- Configure product category hierarchies
- Configure product attributes and attribute groupsÂ
- Configure assortments and product catalogs
- Manage product labels and shelf labelsÂ
- Describe uses cases for recommendation types including product, personalized, ShopÂ
- Similar looks, and Shop similar descriptions recommendations
- Configure recommendationsÂ
- Configure warranty settings
- Configure inventory buffers and inventory levelsÂ
- Configure products and variants including configuring barcodes Manage pricing
- Design and create price groupsÂ
- Configure pricing prioritiesÂ
- Configure product pricing including smart roundingÂ
- Configure catalog pricing
- Configure affiliation pricingÂ
- Configure category pricing rulesÂ
- Manage discounts and promotionsÂ
- Configure discount parametersÂ
- Configure channel or customer-specific discounts
- Configure quantity, shipping, tender-based, and threshold-based discounts
- Configure discount concurrency rulesÂ
- Manage coupons Manage customers, loyalty, and affiliations
- Configure client booksÂ
- Configure customer attributesÂ
- Configure customer affiliations
- Configure loyalty programs, loyalty schemes, and reward points
- Manage loyalty tier calculations and processing
Lesson 3: Manage Point of Sale (POS) in Dynamics 365 Commerce Configure retail stores
- Create a retail storeÂ
- Configure POS registers and devices
- Configure retail profilesÂ
- Configure sales tax overrides
- Configure Task Management lists and parameters
- Define cash management processes
- Define shifts and shift management processesÂ
- Configure channel return policies
- Describe offline capabilities and limitations Manage store inventoryÂ
- Configure availability calculations for productsÂ
- Manage inbound and outbound inventory operationsÂ
- Process customer pick-up and shipment ordersÂ
- Manage inventory processes including stock countsÂ
- Look up product inventoryÂ
- Process serialized items Perform POS operations
- Perform sales and order processes
- Perform end of day processes
- Reconcile store cash
- Monitor store productivity by using task management and reporting features
Lesson 4: Configure and Manage Dynamics 365 Commerce call centers Configure call centers
- Create a call center
- Configure and publish product catalogsÂ
- Create product catalog scriptsÂ
- Configure fraud conditions, rules, and variables to trigger order holds
- Configure fraud alerts Configure continuity orders and installment billing
- Set up continuity programs and parameters
- Configure continuity order batch jobsÂ
- Manage continuity child orders
- Manage call centers
- Create, modify, and process sales orders
- Process call center payments
- Manage order holdsÂ
- Create return merchandise authorizations (RMAs)
- Process returns, exchanges, and replacements
- Manage call centers
Lesson 5: Manage e-commerce Configure an e-commerce channel
- Create an online store
- Configure an e-commerce site
- Configure channel assignments for an e-commerce site
- Configure ratings and reviews
- Manage e-commerce contentÂ
- Configure URLs and aliasesÂ
- Configure product detail pages and category pagesÂ
- Manage site themes, page fragments, templates, layouts, and pages
- Upload and manage digital assets including videos and images
- Set focal points and attribute values for media assets
- Configure publish groups
- Operate an e-commerce channelÂ
- Create e-commerce ordersÂ
- Synchronize e-commerce ordersÂ
- Moderate ratings and reviewsÂ
- Configure business-to-business (B2B) e-commerce
- Describe differences between B2B and business-to-consumer (B2C) solutions
- Describe use cases for organizational modeling hierarchies
- Manage business partners and business partner usersÂ
- Configure product quantity limitsÂ
- Manage e-commerce contentÂ
