MB6-897: Dynamics 365 for Retail - Merchandising and Inventory Management - Deployment - Setup - Optimize Operations - Dynamics Edge
Course 806897

MB6-897: Dynamics 365 for Retail - Merchandising and Inventory Management - Deployment - Setup - Optimize Operations

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Dynamics 365 for Retail Training Course

Dynamics 365 for Retail Introduction

Dynamics 365 for Retail Overview

Dynamics 365 for Retail – What’s New

Create a Modern Store Experience

Channel Management and Corporate Operations in Microsoft Dynamics 365 for Retail

Merchandising and Inventory Management in Microsoft Dynamics 365 for Retail

Effective Manage Merchandising

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 catalogs

  • Create a catalog
  • Configure and analyze catalog layout
  • Update, validate, approve and publish catalogs
  • 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 catgory pricing rules
  • Discount products based on catalogs
  • 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 catalog
  • Set up price margin alerts on a product
  • Define price points for products
  • Add vendor product numbers to a product

Point of Sale in Microsoft Dynamics 365 for Retail

  • Perform Point of Sale (POS) set up processes
  • Set up offline, functionality
  • Receipt, hardware, visual, email notifications
  • Channel integration POS profiles
  • Configure a receipt format
  • Set up data distribution

Configure POS terminals

  • Set up keyboard mapping groups
  • 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

Call Centers in Microsoft Dynamics 365 for Retail

  • Manage a call center
  • 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

Coupon Management in Microsoft Dynamics 365 for Retail

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

Deployment of Microsoft Dynamics 365 for Retail

  • Set up and configure your organizational
  • Choosing a model for your organization-
  • Create models of organizations; create and configure organization 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 information 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 feature
  • Configure workflow prerequisites
  • Create and configure workflows, activate a workflow
  • Associate workflows with an organization
  • Monitor workflow status

Integrate stores

  • Configure and monitor Commerce Data Exchange services
  • Test and troubleshoot Asynchronous client and server connectivity
  • View retail channel transactions; set up store locator groups

Manage retail channels

  • Build an online store
  • Synchronize online store sales orders
  • Create a call center

Daily 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 installment billing

  • Set up and configure installment billing
  • Create payment schedules
  • Add installments to a sales order
  • Process installment billing payments

Manage returns and Return Merchandise Authorization (RMA) processing

  • Identify steps in the RMA process
  • Create an RMA
  • Configure process return options

Optimize Operations through insights

  • Maximize Business Impact
  • Speedup end-of-day activities
  • Increase inventory visibility
  • Meet changing business needs

Retail Deployment and Customization

  • Innovate with a modern adaptable platform
  • Retail Development and Customization
  • Development, Extensions and Deployment for Microsoft Dynamics 365 for Retail
  • Microsoft Dynamics 365 for Retail Certification Exam MB6-897 Preparation Guide