Description
This course provides information on Retail Merchandising and Catalog Management in Microsoft Dynamics 365 for Retail. It walks through all the configuration, setup, and enrichment that is done in the back office by merchandisers and purchasing people to manage a retail store on an ongoing basis. It begins by looking at the configuration of workflow, then discusses units of measure, the use of product variants, barcodes which are used to identify products and labels which can be generated and printed, as well as category hierarchies and how they are used in Microsoft Dynamics 365 for Retail. It then goes on to describe released products and catalogs including topics such as retail products, mass updates, catalogs, up-selling, cross-selling, and product page layouts. The course then discusses assortments, and modes of delivery, before going on to pricing and discounts including pricing calculations, category and product pricing, affiliation pricing, and an explanation of discounts. It also covers the features of vendor catalogs, vendor sales and price margins, vendor sales price points, and vendor product numbers. Replenishment, which is used to streamline the process to send products to your retail stores to restock the shelves based on the assortment in a particular store, as well as product kits are described. Finally, the periodic functions that can be run for retail inventory management are describe and explanations and demonstrations of three key periodic functions: updating the listing status, product availability, and product relationships are provided. Throughout the course, demonstrations and practices are provided to provide more detail about different topics.
This course helps prepare you for assessment Microsoft Dynamics 365 for Retail.
What are the goals for this course?
- Discuss the features of retail workflow
- Review the prerequisites for the workflow
- Explore the create and configure process of retail workflow
- Demonstrate how to activate the retail workflow
- Demonstrate how to associate a workflow with an organization
- Demonstrate how to monitor the status of workflows and respond to work items
- Define unit of measure
- Demonstrate how to set up a unit of measure
- Demonstrate how to set up a unit of conversion
- Demonstrate how to set up additional features
- Describe the variant functionality
- Explore how to set up sizes, colors, and styles
- Assign sizes, colors, and styles to variant groups
- Assign variant groups to a retail category
- Assign variant groups to a product
- Define products and create product variants
- Review the barcode features
- Explain barcode mask characters
- Explain barcode masks
- Demonstrate barcode setup
- Demonstrate how to create and view barcodes
- Review the label features
- Review product labels
- Review shelf labels
- Examine category hierarchy types and key benefits
- Review features and functions
- Review attributes framework
- Review the features for retail products
- Set up new retail products
- Use the mass update worksheet
- Describe the use and purpose of catalogs
- Create new catalogs
- Explain how to use up-selling and cross-selling for catalog items
- Explore product page layouts
- Review the assortment features
- Examine the new assortment creation process
- Explore assortment inquiries
- Describe how to set up an assortment scheduler
- Set up modes of delivery
- Add channels to delivery modes
- Add products to delivery modes
- Process delivery modes
- Discuss pricing calculations
- Review category and product pricing
- Take a look at channel- and catalog-based pricing
- Cover affiliation pricing
- Review price adjustments
- Describe how discounts work
- Walk through creating discounts
- Describe the features of vendor catalogs
- Configure vendor sales and price margins
- Create vendor sales price points
- Define vendor product numbers
- Review the use and setup of replenishment hierarchies
- Discuss replenishment rules
- Set up replenishment service categories
- Discuss the replenishment process and key concepts
- Describe the cross docking feature
- Demonstrate cross docking for a purchase order
- Describe the buyer's push process
- Demonstrate use of the buyer's push for a purchase order
- Discuss product kit features
- Review the setup for product kits
- Assemble and disassemble product kits
- Review the periodic jobs for merchandising and inventory management
- Update the listing status for online stores
- Update product availability
- Set up and use related products
- General knowledge of Microsoft Windows
- General knowledge of basic navigation within Microsoft Dynamics 365 for Retail
- Basic knowledge of retail processes and procedures
- Completed course 81208AE: Channel Management and Corporate Operations in Microsoft Dynamics 365 for Retail
What are the prerequisites to consume this course?
Module 01: Workflow Configuration
- Workflow Features
- Retail Workflow Prerequisites
- Create and Configure a Workflow
- Monitor and Manage the Workflow in an Organization
Module 02: Units of Measure
- Definition of Unit of Measure
- Create a Unit of Measure
- Unit of Measure Conversions
Module 03: Using Product Variants
- Overview of Variants
- Set up Dimension Groups
- Create Retail Categories
- Product Setup
Module 04: Barcodes and Labels
- Overview of Barcodes
- Barcode Mask Characters
- Barcodes Setup
- Labels
- Product Label Features
Module 05: Category Hierarchies
- Category Hierarchy Types
- Key Benefits
- How to Manage a Category Hierarchy
- Retail Product Hierarchy
- Attributes Framework
Module 06: Released Products and Catalogs
- Typical Products
- Product Setup Process
- Mass Update Worksheet
- Catalogs Overview
- Attribute Enrichment
- Bulk Edit in Excel
- Catalog Setup Process
- Catalog Approval Flow
- Set Up Up-Selling and Cross-Selling
- Catalog Product Page Layouts
- Catalog Area Analysis
- Catalog Source Codes
Module 07: Assortments
- Features
- Prerequisite Setup
- View Assortments
- Assortments Scheduler
Module 08: Modes of Delivery
- Process Modes of Delivery
Module 09: Pricing and Discounts
- Price Calculation Overview
- Category Pricing Rules
- Setting Prices in Channel
- Catalog Pricing
- Set up Affiliation Pricing
- About Price Adjustments
- Retail Discount Type
- Create a Discount
- Mix and Match Discount Setup
- Create Threshold Discounts
Module 10: Vendor Catalogs
- Define Vendor Sales and Price Mar
- Define Vendor Sales Price Point
- Define the Vendor Product Number
Module 11: Replenishment Setup
- Replenishment Hierarchies
- Replenishment Rules
- Service Categories
Module 12: Replenishment Processing
- Replenishment Overview
- Cross-Docking Overview
- Buyer's Push Overview
Module 13: Product Kits
- Product Kit Features
- Kit Setup
- Assemble and Disassemble
Module 14: Periodic Functions for Inventory Management
- Retail Periodic Functions
- Update Listing Status
- Product Availability
- Product Relationships
- Dynamics 365