Retired : Microsoft Dynamics 365 Commerce Functional Consultant MB340 - United States

Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course Outline

Module 1: Configure Dynamics 365 Commerce Headquarters

• Configure Prerequisites and Commerce Parameters

  • Create Employee and Customer Address Books
  • Configure and Manage Retail Workers
  • Assign Address Books to Customers, Channels, and Workers
  • Create Email Templates and Email Notification Profiles
  • Configure Organisational Hierarchies and Hierarchy Purposes
  • Configure Commerce Shared Parameters
  • Configure Company-Specific Commerce Parameters
• Describe and Configure Additional Functionality
  • Create and Configure Channel and Sales Order Attributes
  • Configure Commissions and Sales Representatives
  • Configure Payment Methods and Card Types
  • Configure and Manage Gift Cards
  • Describe Omni-Channel Capabilities Including Payments, Orders, and Returns
  • Configure Data Distribution
  • Create Info Codes, Sub-Codes, and Info Code Groups
  • Describe Dynamics 365 Fraud Protection Purchase Protection, Loss Prevention, and Account Protection
• Manage Statements
  • Describe Advantages of Using Trickle Feed-Based Posting
  • Validate Retail Transactions by Using the Transaction Consistency Checker
  • Configure and Manage Retail Statement Calculations and Posting
  • Troubleshoot Statement Posting Issues
• Configure Distributed Order Management (DOM)
  • configure Fulfilment Profiles
  • Configure Cost Components Including Shipping, Handling, and Packaging Costs
  • Configure Management Rules and Parameters
  • Monitor Fulfilment Plans and Order Exceptions
• Configure Order Fulfilment
  • Configure Modes of Delivery Including Shipments, Pick Up, and Carry Out
  • Configure Curbside Customer Order Pickup
  • Configure Charge Codes, Charge Groups, and Automatic Charges
  • Configure and Assign Order Fulfilment Groups

Module 2: Configure Products, Prices, Discounts, Loyalty, and Affiliations

• Configure Products and Merchandising
  • Configure Product Category Hierarchies
  • Configure Product Attributes and Attribute Groups
  • Configure Assortments and Product Catalogues
  • Manage Product Labels and Shelf Labels
  • Describe Uses Cases for Recommendation Types Including Product, Personalised, Shop Similar Looks, and Shop Similar Descriptions Recommendations
  • Configure Recommendations
  • Configure Warranty Settings
  • Configure Inventory Buffers and Inventory Levels
  • Configure Products and Variants Including Configuring Barcodes
• Manage Pricing
  • Design and Create Price Groups
  • Configure Pricing Priorities
  • Configure Product Pricing Including Smart Rounding
  • Configure Catalogues Pricing
  • Configure Affiliation Pricing
  • Configure Category Pricing Rules
• Manage Discounts and Promotions
  • Configure Discount Parameters
  • Configure Channel or Customer-Specific Discounts
  • Configure Quantity, Shipping, Tender-Based, and Threshold-Based Discounts
  • Configure Discount Concurrency Rules
  • Manage Coupons
• Manage Customers, Loyalty, and Affiliations
  • Configure Client Books
  • Configure Customer Attributes
  • Configure Customer Affiliations
  • Configure Loyalty Programmes, Loyalty Schemes, and Reward Points
  • Manage Loyalty Tier Calculations and Processing

Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

• Configure Retail Stores
  • Create a Retail Store
  • Configure POS Registers and Devices
  • Configure Retail Profiles
  • Configure Sales Tax Overrides
  • Configure Task Management Lists and Parameters
  • Define Cash Management Processes
  • Define Shifts and Shift Management Processes
  • Configure Channel Return Policies
  • Describe Offline Capabilities and Limitations
• Manage Store Inventory
  • Configure Availability Calculations for Products
  • Manage Inbound and Outbound Inventory Operations
  • Process Customer Pick-Up and Shipment Orders
  • manage Inventory Processes, Including Stock Counts
  • Look Up Product Inventory
  • Process Serialised Items
• Perform POS Operations
  • Perform Sales and Order Processes
  • Perform End of Day Processes
  • Reconcile Store Cash
  • Monitor Store Productivity by Using Task Management and Reporting Features

Module 4: Configure and Manage Dynamics 365 Commerce Call Centres

• Configure Call Centres
  • create a Call Center
  • Configure and Publish Product Catalogues
  • Create Product Catalogue Scripts
  • Configure Fraud Conditions, Rules, and Variables to Trigger Order Holds
  • Configure Fraud Alerts
• Configure Continuity Orders and Instalment Billing
  • Set Up Continuity Programs and Parameters
  • Configure Continuity Order Batch Jobs
  • Manage Continuity Child Orders
• Manage Call Centres
  • Create, Modify, and Process Sales Orders
  • Process Call Centre Payments
  • Manage Order Holds
  • Create Return Merchandise Authorisations (RMAS)
  • Process Returns, Exchanges, and Replacements

Module 5: Manage E-Commerce

• Configure an E-Commerce Channel
  • Create an Online Store
  • Configure an E-Commerce Site
  • Configure Channel Assignments for an e-Commerce Site
  • Configure Ratings and Reviews
• Manage E-Commerce Content
  • Configure URLs and Aliases
  • Configure Product Detail Pages and Category Pages
  • Manage Site Themes, Page Fragments, Templates, Layouts, and Pages
  • Upload and Manage Digital Assets Including Videos and Images
  • Set Focal Points and Attribute Values for Media Assets
  • Configure publish groups
• Operate an E-Commerce Channel
  • Create E-Commerce Orders
  • Synchronise E-Commerce Orders
  • Moderate Ratings and Reviews
• Configure Business-To-Business (B2B) E-Commerce
  • Describe Differences Between B2B and Business-To-Consumer (B2C) Solutions
  • Describe Use Cases for Organisational Modelling Hierarchies
  • Manage Business Partners and Business Partner, Users
  • Configure Product Quantity Limits