MB-340: Dynamics 365 Commerce Functional Consultant

Price : $ 2795

Duration: 4 Days

Technology: Microsoft

Overview

Dynamics 365 Commerce functional consultants set up and use the application functionality in Microsoft 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.

Audience Profile

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.

Job role: Functional Consultant

Preparation for exam: MB-340

Features: none

Skills gained

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

Prerequisites

Before attending this course, students must have:

Core Microsoft Dynamics 365 skills (or MB-300 certification)
General understanding of Commerce principles

Description

Module 1: Get started with Dynamics 365 Commerce

Dynamics 365 Commerce delivers a complete omnichannel solution that unifies the operating system , in-store, and e-Commerce experiences to personalize customer engagement, increase employee productivity, optimize operations, and deliver better business outcomes.

Lessons

Introduction to Unified Commerce platform
Dynamics 365 Commerce architecture
Deployment of Dynamics 365 Commerce
Hardware and peripherals

Lab : Group discussion on hardware

Lab : Group discussion on store topologies

After completing this module, students will be able to:

Describe the Dynamics 365 Commerce platform and its evolution from Dynamics 365 Retail
Explain the different commerce channels and their purposes
Understand the Commerce platform architecture and deployment process

Module 2: Configure Commerce Headquarters

Before Dynamics 365 Commerce channels can be created and used, several prerequisites must be completed. Configuration of those prerequisites enables successful transactions in commerce channels.

Lessons

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

Lab : Group discussion on selection of the right payment connector

Lab : Configure prerequisites for Online store channel

After completing this module, students will be able to:

Configure Dynamics 365 Commerce
Understand the general configuration prerequisites for Dynamics 365 Commerce

Module 3: Products and Merchandising

Dynamics 365 Commerce is an end-to-end merchandising solution that you can use to manage product lifecycles from creation to maintenance, distribution, and publishing through commerce channels. You can consistently complete processes by using embedded workflows.

Lessons

Product information management
Merchandising in Dynamics 365 Commerce
Product recommendations and product discovery

Lab : Configure a retail product

Lab : Group discussion on Product discoverability

After completing this module, students will be able to:

Have discovered how to configure products
Create catalogs and manage product images
Know how to work with attributes and assortments
Understand end-to-end merchandising in Dynamics 365 Commerce

Module 4: Retail Pricing

Dynamics 365 Commerce includes an omnichannel pricing engine. You can configure the system so that all commerce channels use the same options. You can also create channel-specific pricing, discounts coupons, and promotions.

Lessons

Manage Pricing
Manage discounts and promotions

Lab : Retail discounts

Lab : Create and simulate sales pricing

After completing this module, students will be able to:

Know about the retail pricing engine and its specifics
Configure price groups
Work with retail discount types
Understand price reports
Understand sales price and price adjustments

Module 5: Loyalty and customer experience

The goal of any retail business is to increase sales while also increasing customer satisfaction with the retailer’s brand. Proper customer management and loyalty policies empower sales associates to become trusted advisors and establish long-term relationships with their customers. Dynamics 365 Commerce helps organizations to gain a unified view of customers and manage exciting customer incentives including affiliations and loyalty programs.

Lessons

Customer Management
Loyalty and affiliations

Lab : Configure a new Loyalty scheme

Lab : Group discussion on Importance of clienteling in Retail

After completing this module, students will be able to:

Know the purpose of assisted selling
Work with the affiliations feature
Explain the loyalty functionality
Understand the clienteling solution in Dynamics 365 Commerce

Module 6: Point of sale

Dynamics 365 Commerce allows for the centralized configuration and management of multiple Commerce channels. The requirements for brick-and-mortar operations are unique compared to other Commerce channels. Transactions can be performed in Dynamics 365 Commerce point of sale (POS) to register sales and returns in several ways.

Lessons

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

Lab : Create a customer pick up order and pick up the order

Lab : Set up a new POS register and device

After completing this module, students will be able to:

Know how to design receipt and screen layouts.
Know how to configure a worker’s card and assign operations and permissions.
Know how to create a retail store.
Activate Modern POS (MPOS) and Cloud POS (CPOS).
Create a cash and carry transaction for a walk-in customer.
Have created a customer order.
Understand how to cancel and return transactions.
Suspend and recall a transaction.
Know how to work with serialized items.
Know how to work with inbound and outbound inventory operations in POS .and how to receive
Know how to create and manage stock counting.
Know how to configure profiles and create registers and devices.

Module 7: Configure and work with call centers in Dynamics 365 Commerce

Dynamics 365 Commerce is an omnichannel solution that provides a call center channel with capabilities for order capturing, payment processing and customer service.

Lessons

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

Lab : Create transactions in a call center

Lab : Create a call center order

After completing this module, students will be able to:

Assign to a channel: users, payment methods, price groups, and modes of delivery
Know how to work with call center features
Create upsell and cross-sell items
Understand how to create, cancel, and return a call center order
Describe how to put call center order on hold and release it from hold
Create a call center channel

Module 8: Work with E-Commerce in Dynamics 365 Commerce

Dynamics 365 Commerce adds a native e-commerce toolset to the existing Dynamics 365 capabilities. The toolset is designed to streamline the organizations’ commerce business with an end-to-end solution across traditional and emerging channels. Capabilities include built-in authoring and development tools, engaging and intelligent digital storefronts, and a connected marketing and commerce platform.

Lessons

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

Lab : Create and manage an e-commerce site

Lab : Configure an online store channel

After completing this module, students will:

Understand how to use the site builder tool to create and manage an e-commerce site
Have learned about using the Module library and different site elements
Have learned how to create and manage an online store

Module 9: Manage order fulfillment and inventory in Dynamics 365 Commerce

Dynamics 365 Commerce provides functionality to manage store inventory, including store inventory replenishment capabilities, inbound and outbound store inventory operations, and order fulfillment.

Lessons

Configure and work with Stock replenishment
Configure and work with Order fulfillment

Lab : Set up a rule for DOM & see it in action

Lab : DOM Scenarios, Rules and examples

After completing this module, students will be able to:

Describe the distributed order management functionality
Configure distributed order management
Understand the order fulfillment functionality that enables omni-channel order fulfillment

Module 10: Work with Dynamics 365 Fraud Protection

Dynamics 365 Fraud Protection is a cloud-based solution that is designed for e-commerce, brick-and-mortar stores, and omnichannel merchants to help protect their revenue and reputation by providing tools and capabilities to decrease fraud and abuse, reduce operational expenses, and increase acceptance rates, all while safeguarding user accounts from fraud exposure.

Lessons

Overview of Dynamics Fraud Protection
Describe Dynamics Fraud Protection Services
Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce

Lab : Group discussion: A fraud protection case study

Lab : Group discussion: Discuss options for identifying and preventing fraud

After completing this module, students will:

Have discovered the core capabilities of Dynamics 365 Fraud Protection.
Understand the basics of how Dynamics 365 Fraud Protection works.

Course Schedule

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