MICROSOFT DYNAMICS 365 COMMERCE FUNCTIONAL CONSULTANT (MSD13)

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 of Module 1

Introduction to Unified Commerce platform

Dynamics 365 Commerce architecture

Deployment of Dynamics 365 Commerce

Hardware and peripherals

Lab 1 of Module 1 : Group discussion on hardware

Lab 2 of Module 1 : 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 of Module 2

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 1 of Module 2 : Group discussion on selection of the right payment connector

Lab 2 of Module 2 : 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 of Module 3

Product information management

Merchandising in Dynamics 365 Commerce

Product recommendations and product discovery

Lab 1 of Module 3 : Configure a retail product

Lab 2 of Module 3 : 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 of Module 4

Manage Pricing

Manage discounts and promotions

Lab 1 of Module 4 : Retail discounts

Lab 2 of Module 4: 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 of Module 5

Customer Management

Loyalty and affiliations

Lab 1 of Module 5 : Configure a new Loyalty scheme

Lab 2 of Module 5 : 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 of Module 6

Introduction to POS

Channel Setup

Configure Cash and Shift management

Worker Setup

Point of Sale Setup

Customer management at POS

Transaction processing

Payment Processing

Inventory processing

End of day processing

Reporting

Configure and work with Task management

Test POS

Maintain registers and devices

Localization

Lab 1 of Module 6 : Create a customer pick up order and pick up the order

Lab 2 of Module 6 : 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 of Module 7

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 1 of Module 7 : Create transactions in a call center

Lab 2 of Module 7 : 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 of Module 8

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 1 of Module 8 : Create and manage an e-commerce site

Lab 2 of Module 8 : 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 of Module 9

Configure and work with Stock replenishment

Configure and work with Order fulfillment

Lab 1 of Module 9 : Set up a rule for DOM & see it in action

Lab 2 of Module 9 : 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 of Module 10

Overview of Dynamics Fraud Protection

Describe Dynamics Fraud Protection Services

Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce

Lab 1 of Module 10 : Group discussion: A fraud protection case study

Lab 2 of Module 10 : 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.

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.

Core Microsoft Dynamics 365 skills (or MB-300 certification)

General understanding of Commerce principles

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