Description
This course provides information on Channel Management and Corporate Operations in Microsoft Dynamics 365 for Retail and walks through all the configuration required in order to deploy a retail channel.
We begin with an introduction to the basic architecture and navigational tools in Microsoft Dynamics 365 for Retail and then go on to describe the use of organizations and hierarchies, and the use and purpose of each type of retail channel and demonstrate how to create new channels.
The course then goes on to look at advanced configuration of the channels and the core prerequisite parameters including retail parameters, info codes, and store locators. It then presents the setup and configuration of sales tax, the different payment methods, and point of sale, before going into more detail on how to design and create point of sale registers.
Worker operations, the global address book, and how to create jobs and positions are also covered as well as retail security roles.
The course then looks at managing customer loyalty including loyalty cards, discounts, loyalty rewards, and price groups, as well as how to set up and use retail gift cards before dealing with IT functions and configuration including online transactions, email processes, POS redeployment, and the data distribution process.
The course also describes the inquiry forms that you can use to view and drill down into the details of various types of transactions that are posted and wraps up with end of day operations which describe how to create, calculate and post statements.
This course helps prepare you for assessment Microsoft Dynamics 365 for Retail.
What are the goals for this course?
- Describe the features available in Microsoft Dynamics 365 for Retail
- Review the architecture for retail functionality
- Review key concepts and terminology
- Review the user interface for headquarters, modern POS, and Cloud POS
- Describe the Commerce Data Exchange, Commerce Run Time, and Real Time Service
- Describe the features of organization modeling
- Explain why organization modeling is important
- Discuss terminology and concepts used with organization modeling
- Create an organization and configure a hierarchy
- Describe the hierarchy purposes and how they are used throughout the system
- Describe the use and purpose of each type of retail channel available in Dynamics 365 for Retail
- Explain the relationship of a retail channel to the organization hierarchy
- Create a new retail channel for brick and mortar stores
- Create a new retail channel for online stores
- Create a new retail channel for call centers
- Describe the use and purpose of store locators
- Create a new store locator group
- Assign retail channels to a store locator
- Explain the use and function of info codes
- Describe a few examples of info codes
- Create new info codes and sub codes
- Translate info codes
- Group info codes
- Describe the sales tax components and concepts in Dynamics 365 for Retail
- Set up sales tax
- Configure sales tax settings on retail channels
- Describe inclusive and exclusive tax
- Set up sales tax overrides
- Configure destination based taxes
- Describe the payment methods available
- Set up new payment methods
- Explain credit card process
- Complete additional setup for credit card payment types
- Link payment methods to a retail channel
- Describe the setup components for the retail point of sale (POS)
- Describe the types of POS profiles
- Create an offline profile
- Set up a functionality profile
- Design a receipt format
- Configure hardware profiles
- Set up a visual profile
- Configure email notification profiles
- Describe the elements of a good point of sale (POS) design
- Describe and create new POS registers
- Discuss the creation of devices
- Describe the functionality of a screen layout
- Review an example of a modern POS and cloud POS
- Create a new screen layout, button grids, add images, and configure keyboard mapping
- Describe operations
- Create a permission group
- Create jobs, positions, and assign a worker to the job
- Override permissions on a worker
- Configure the global address book for store-worker assignments
- Review the security available for retail
- Describe the prerequisites for loyalty management
- Set up date intervals
- Set up reward points
- Configure a loyalty program
- Define loyalty tiers and tier rules
- Create loyalty schemes
- Set up loyalty cards
- Describe the features of gift cards
- Set up gift cards
- Void a gift card
- Add an amount to a gift card
- View gift card transactions
- Unlock a gift card
- Describe the flow for online store transactions
- Synchronize online orders to Dynamics 365 for Retail
- Send email receipts and notifications
- Redeploy the point of sale (POS)
- Describe the data distribution process
- Run a data distribution job
- Describe the statuses for data distribution jobs
- View retail channel transactions
- View sales by channel and products
- View shifts with their transactions and print a Z-report
- View the status of the Commerce Data Exchange services
- Review open statements
- View posted statements
- Review the batch process for statements
- General knowledge of Microsoft Windows
- General knowledge of basic navigation within Microsoft Dynamics 365 for Retail
- Basic knowledge of retail processes and procedures
What are the prerequisites to consume this course?
Module 01: Basic Architecture and Navigation
- Features and Architecture
- Additional Features and Architecture
- Terminology and Definitions
- Interfaces
- Navigation in Dynamics 365 for Retail
Module 02: Organizational Modeling
- Organizational Modeling Overview
- Concepts and Conceptual Models
- Configuring an Organization Model
- Retail Operating Units
- Hierarchy Purposes
Module 03: Retail Channels
- Retail Channel Overview
- Retail Channel and Organization Hierarchies
- About Brick and Mortar Stores
- Set Up a Retail Store
- Online Store Overview
- Call Center Overview
Module 04: Core Prerequisite Configuration and Parameters
- About Store Locators
- Store Locator Group Setup
- About Info Codes
- Set Up Info Codes and Sub Codes
- Assigning Info Codes
- Translating Info Codes
- Grouping Info Codes
- Set Up Retail Parameters
- Retail Email Notification Profile
Module 05: Sales Tax
- Concepts
- Sales Tax Scenarios
- Sales Tax Conceptual Model
- Process
- Sales Tax Overrides
Module 06: Payment Management
- Retail Payment Types
- Payment Connectors
- Setting Up Cards
- Additional Card Setup
- How to Set Up Retail Channel Payment Methods
Module 07: POS Setup
- POS Setup Process
- Channel Integration
- POS Offline Profiles
- Functionality Profile Overview
- Receipt Format Masks
- About Receipt Profiles and Formats
- Setup Process
- Hardware Profile Components
- Visual Profile Components
- Email Notification Prerequisite Setup
Module 08: POS Design
- Components of a POS
- POS Considerations
- About POS Registers
- Create a Device
- Retail POS Layout
- View POS Layout
- Adding an Image
- Create a Button Grid
- Security Considerations
- Keyboard Mapping Groups
Module 09: Workers and Security
- Worker Operations
- Additional Worker Operations
- Creating Jobs, Positions, and Workers
- About Global Address Books
- Retail Security Roles
Module 10: Loyalty Management
- Retail Loyalty Programs
- Loyalty Setup
- Loyalty Prerequisites
- Configure Loyalty Reward Points
- Add Loyalty Schemes
- Configure a Loyalty Program
- Loyalty Transactions
- Conflicting Loyalty Card Numbers
- Updating Loyalty Card Tiers
- How to Process Offline Loyalty Transactions
Module 11: Gift Cards
- Features
- Intercompany Restrictions
- Gift Card Accounting
- Setup Process
- Call Center Gift Card Operations
Module 12: IT Functions and Configuration
- About Online Store Transactions
- Send Email Process
- POS Redeployment
- Data Distribution Setup Process
Module 13: Reporting
- About Retail Channel Transactions
- Retail Sales Form
- View Shifts
- Test Connections
- Troubleshoot Connectivity
Module 14: End of Day Operation
- Statement Posting Process
- Create Statements
- Statement Actions
- How to View Posted Statements
- About Batch Process for Statements
- Dynamics 365