Microsoft Dynamics 365 Retail Application

Description

Audience & Prerequisites

Course Outline

Schedule & Fees

Certification

Microsoft Dynamics 365 Retail Application Training

Microsoft Dynamics 365 Retail Application course from Innovative Technology Solutions will introduce professionals to a complete shopping experience with this seamless and innovative retail solution that includes topics such as point of sale, store operations, supply chain, e-commerce, merchandising, and basic financials. The focus of this training will be enabling retailers to gain useful insights such that they can operate with agility, meet customer expectations, and build long lasting loyalty — or in other words, truly become a Dynamic Retailer.

Objectives

  • Set up and perform back-office functions in SO Manager.
  • Process sales transactions and daily point-of-sale functions in SO POS.
  • Define and configure basic store-wide parameters such as ordering, inventory, accounts, sales tax, tender, creating custom fields, and more.
  • Define and configure database options such as Items, Item Messages, Sales Tax, Item/Customer Tax, Customers, Account Types, Tender Types, Cashiers, Sales Reps, Shipping, Suppliers, Registers, and more.
  • Understand inventory management including transfers, purchase orders, physical inventory, and offline inventory.
  • Use wizards for inventory, new items, and labels.
  • Use journal menu options for viewing journals, closing open and blind closeout batches, assigning GL accounts, and exporting to accounting programs.
  • Create, customize, memorize (save), print, and export Active reports.
  • Navigate through the Point of Sale program.
  • Set up the POS Net Display, HTML Status Bar, and Touch Screen.
  • Determine security needs and set up security levels.
  • Assign security levels to employees.
  • Assign security settings to menus and fields.
  • Work with the Offline Server.
  • Modify reports, receipts, and templates.

Intended Audience

  • Implementation consultants with domain specialization in Retail, Trade & Logistics and/or Finance.
  • Key users with focus on Retail, Trade & Logistics and/or Finance.

Prerequisite

Basic understanding of Retail, Trade and/or Finance

Course Outline                                                  Duration: 5 Days

  1. Retail Channel Setup and Corporate Operations
  • Retail Basic Architecture and Navigation in Microsoft Dynamics 365 for Operations
  • Retail Organizational Modeling in Microsoft Dynamics 365 for Operations
  • Retail Channels in Microsoft Dynamics 365 for Operations
  • Retail Core Prerequisite Configuration and Parameters in Microsoft Dynamics 365 for Operations
  • Retail Sales Tax in Microsoft Dynamics 365 for Operations
  • Retail Payment Management in Microsoft Dynamics 365 for Operations
  • Retail POS Setup in Microsoft Dynamics 365 for Operations
  • Retail POS Design in Microsoft Dynamics 365 for Operations
  • Retail Workers and Security in Microsoft Dynamics 365 for Operations
  • Loyalty Management for Retail in Microsoft Dynamics 365 for Operations
  • Retail Gift Cards in Microsoft Dynamics 365 for Operations
  • Retail IT Functions and Configuration in Microsoft Dynamics 365 for Operations
  • Retail Reporting in Microsoft Dynamics 365 for Operations and Inquiries
  • End of Day Operations for Retail in Microsoft Dynamics 365 for Operations
  1. Retail Merchandising and Inventory Management
  • Workflow Configuration for Retail in Microsoft Dynamics 365 for Operations
  • Retail Units of Measure in Microsoft Dynamics 365 for Operations
  • Using Product Variants for Retail in Microsoft Dynamics 365 for Operations
  • Retail Barcodes and Labels in Microsoft Dynamics 365 for Operations 5. Retail Category Hierarchies in Microsoft Dynamics 365 for Operations
  • Released Products and Catalogs in Microsoft Dynamics 365 for Operations
  • Retail Assortments in Microsoft Dynamics 365 for Operations
  • Modes of Delivery for Retail in Microsoft Dynamics 365 for Operations Microsoft Dynamics 365 Operations Retail Applications
  • Retail Pricing and Discounts in Microsoft Dynamics 365 for Operations
  • Retail Vendor Catalogs in Microsoft Dynamics 365 for Operations
  • Replenishment Setup for Retail in Microsoft Dynamics 365 for Operations
  • Replenishment Processing for Retail in Microsoft Dynamics 365 for Operations
  • Retail Product Kits in Microsoft Dynamics 365 for Operations
  • Periodic Functions for Retail Inventory Management in Microsoft Dynamics 365 for Operations
  1. Retail POS
  • POS Basic Navigation in Microsoft Dynamics 365 for Operations
  • Day in the Life of a Cashier in Microsoft Dynamics 365 for Operations
  • Day in the Life of a Store Manager in Microsoft Dynamics 365 for Operations
  • Day in the Life of a Store Inventory Manager in Microsoft Dynamics 365 for Operations
  • Retail POS Reports and Analytics in Microsoft Dynamics 365 for Operations

 

  1. Retail Call Center
  • Call Center Configuration in Microsoft Dynamics 365 for Operations
  • Basics of Catalogs for Call Centers in Microsoft Dynamics 365 for Operations
  • Advanced Catalog Features for Call Centers in Microsoft Dynamics 365 for Operations
  • Call Center Pricing and Discounts in Microsoft Dynamics 365 for Operations
  • Customer Management for Retailers in Microsoft Dynamics 365 for Operations
  • Retail Product Management in Microsoft Dynamics 365 for Operations
  • Basic Sales Order Management for Call Centers in Microsoft Dynamics 365 for Operations
  • Advanced Sales Order Management for Call Centers in Microsoft Dynamics 365 for Operations
  • Payment Configuration for Call Centers in Microsoft Dynamics 365 for Operations
  • Payment Workbenches for Call Centers in Microsoft Dynamics 365 for Operations
  • Retail Installment Billing in Microsoft Dynamics 365 for Operations
  • Returns and RMA Processing for Retailers in Microsoft Dynamics 365 for Operations
  • Retail Continuity Configuration in Microsoft Dynamics 365 for Operations
  • Retail Order Holds and Fraud Management in Microsoft Dynamics 365 for Operations
  • Retail Direct Delivery in Microsoft Dynamics 365 for Operations
  • Retail Picking Workbench in Microsoft Dynamics 365 for Operations

Upcoming Training

There are no upcoming events at this time.

Please write to us at info@itstechschool.com & contact us at +91-9870480053 for the course price & certification cost, schedule & location

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