Description

Candidates for this exam set up and use the application functionality in Dynamics 365 Commerce and provide support for the application.

Candidates have a strong understanding of unified commerce business operations. They may have experience configuring, deploying, and maintaining Dynamics 365 Commerce.

Objective

• Configure Dynamics 365 Commerce Headquarters
• Configure products, prices, discounts, loyalty, and affiliations
• Manage Point of Sales (POS) in Dynamics 365 Commerce
• Configure and manage Dynamics 365 Commerce call centers
• Manage e-commerce

Who Should Attend

Candidates for this exam design, configure, and manage Dynamics 365 Commerce and provide
ongoing support for the app.
Candidates have a strong understanding of unified commerce business operations. They may
have experience deploying, using, and maintaining Dynamics 365 Commerce.

Prerequisites

• Candidates for this exam should have a knowledge on POS and retail operations
• Candidates should have an experience of maintaining, using and deploying Microsoft Dynamics 365 for retail

Course Outline

Module 1: Configure prerequisites and commerce parameters

• create employee and customer address books
• configure and manage retail workers
• assign address books to customers, channels, and workers
• create email templates and email notification profiles
• configure organizational hierarchies and hierarchy purposes
• configure Commerce shared parameters
• configure company-specific Commerce parameters

Describe and configure additional functionality

• create and configure channel and sales order attributes
• configure commissions and sales representatives
• configure payment methods and card types
• configure and manage gift cards
• 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 profiles
• configure cost components including shipping, handling, and packaging costs
• configure management rules and parameters
• monitor fulfillment plans and order exceptions
  Configure order fulfillment
• configure modes of delivery including shipments, pick up, and carry out
• configure curbside customer order pickup
• configure charge codes, charge groups, and automatic charges
• configure and assign order fulfillment groups

Module 2: Configure products, prices, discounts, loyalty, and affiliations
Configure products and merchandising

•  configure product category hierarchies
• configure product attributes and attribute groups
• configure assortments and product catalogs
• manage product labels and shelf labels
• describe uses cases for recommendation types including product, personalized, Shop
  similar looks, and Shop similar descriptions recommendations
• configure recommendations
• configure warranty settings
• configure inventory buffers and inventory levels
•  configure products and variants including configuring barcodes
  Manage pricing
• design and create price groups
• configure pricing priorities
• configure product pricing including smart rounding
• configure catalog pricing
• configure affiliation pricing
• configure category pricing rules
  Manage discounts and promotions
• configure discount parameters
• configure channel or customer-specific discounts
• configure quantity, shipping, tender-based, and threshold-based discounts
• configure discount concurrency rules
• manage coupons
  Manage customers, loyalty, and affiliations
• configure client books
• configure customer attributes
• configure customer affiliations
• configure loyalty programs, loyalty schemes, and reward points
• manage loyalty tier calculations and processing
  Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

Configure retail stores

•  create a retail store
• configure POS registers and devices
• configure retail profiles
• configure sales tax overrides
• configure Task Management lists and parameters
• define cash management processes
• define shifts and shift management processes
• configure channel return policies
• describe offline capabilities and limitations
  Manage store inventory
• configure availability calculations for products
• manage inbound and outbound inventory operations
• process customer pick-up and shipment orders
• manage inventory processes including stock counts
• look up product inventory
• 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
  Module 4: Configure and Manage Dynamics 365 Commerce call centers
  Configure call centers
• create a call center
• configure and publish product catalogs
• create product catalog scripts
• 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 jobs
• manage continuity child orders

Manage call centers

• create, modify, and process sales orders
• process call center payments
• manage order holds
• create return merchandise authorizations (RMAs)
• process returns, exchanges, and replacements
  Module 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 content
• configure URLs and aliases
• configure product detail pages and category pages
• 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 channel
•  create e-commerce orders
•  synchronize e-commerce orders
• moderate ratings and reviews
  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 users
• configure product quantity limits

About the Trainer

A Microsoft Dynamics Certified Trainer.

Course Fee