Course Length: 4 Days
Delivered: Virtually
OVERVIEW:
Dynamics 365 Commerce functional consultants set up and use the application functionality in Dynamics 365 Commerce, and provide support for the application. The functional consultant typically has a strong understanding of unified commerce business operations, and experience configuring, deploying, maintaining, and using Microsoft Dynamics 365 Commerce. This four-day course covers the essentials for the role.
COURSE PREREQUISITES:
Before attending this course, students must have:
- Core Microsoft Dynamics 365 skills (or MB-300 certification)
- General understanding of Commerce principles
TARGET AUDIENCE:
The audience for this course is either: a Dynamics 365 consultant who wants to learn Commerce, or a retail analyst with core Dynamics 365 experience who wants to apply their skills to the Dynamics product family.
COURSE OBJECTIVES:
After completing this course, students will be able to:
- Configure Dynamics 365 Commerce Headquarters
- Configure products, prices, discounts, loyalty, and affiliations
- Manage Point of Sale (POS) in Dynamics 365 Commerce
- Configure and Manage Dynamics 365 Commerce call centers
- Manage e-commerce
COURSE CONTENT:
1 - Module 1: Get started with Dynamics 365 Commerce
- Introduction to Unified Commerce platform
- Dynamics 365 Commerce architecture
- Deployment of Dynamics 365 Commerce
- Hardware and peripherals
2 - Module 2: Configure Commerce Headquarters
- Configure prerequisites and Commerce parameters
- Configure and maintain payment processing
- Configure Commerce Data Exchange (CDX)
- Configure delivery modes and charges
- Configure and work with statements
3 - Module 3: Products and Merchandising
- Product information management
- Merchandising in Dynamics 365 Commerce
- Product recommendations and product discovery
4 - Module 4: Retail Pricing
- Manage Pricing
- Manage discounts and promotions
5 - Module 5: Loyalty and customer experience
- Customer Management
- Loyalty and affiliations
6 - Module 6: Point of sale
- Introduction to POS
- Channel Setup
- Configure Cash and Shift management
- Worker Setup
- Point of Sale Setup
- Customer management at POS
- Transaction processing
- Inventory processing
- End of day processing
- Reporting
- Configure and work with Task management
- Test POS
- Maintain registers and devices
- Localization
7 - Module 7: Configure and work with call centers in Dynamics 365 Commerce
- Configure channel
- Configure Product Catalogs
- Configure Order Holds
- Create call center orders
- Configure call center directed selling
- Configure Returns and Refunds
- Configure continuity orders and installment billing
8 - Module 8: Work with E-Commerce in Dynamics 365 Commerce
- Describe e-commerce core capabilities
- Configure an E-Commerce Channel in Dynamics 365 HQ
- Configure an E-Commerce site
- Configure and manage E-Commerce site content
- Describe & Demonstrate digital asset management
- Configure business-to-business (B2B) site
- Configure Ratings and reviews functionality
- Demonstrate E-Commerce Order Processing
9 - Module 9: Manage order fulfillment and inventory in Dynamics 365 Commerce
- Configure and work with Stock replenishment
- Configure and work with Order fulfillment
10 - Module 10: Work with Dynamics 365 Fraud Protection
- Overview of Dynamics Fraud Protection
- Describe Dynamics Fraud Protection Services
- Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce
