Type
Virtual
Classroom ILT
Skill Level
Available dates
Learning Path
Virtual
Duration
1 Day
TYPE
Virtual
Classroom ILT
LEARNING PATH
SKILL LEVEL
DURATION
AVAILABLE DATES
Introduction:
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
Pre-requisites:
Before attending this course, students must have:
- Core Microsoft Dynamics 365 skills (or MB-300 certification)
- General understanding of Commerce principles
Course Objectives
- 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
Course content
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: |
|
Lab: Group discussion on hardware
Lab: Group discussion on store topologies |
After completing this module, students will be able to: |
|
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: |
|
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 |
|
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: |
|
Lab: Configure a retail product
Lab: Group discussion on Product discoverability |
After completing this module, you will be able to: |
|
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: |
|
Lab: Retail discounts
Lab: Create and simulate sales pricing |
After completing this module, students will be able to: |
|
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: |
|
Lab: Configure a new Loyalty scheme
Lab: Group discussion on Importance of clienteling in Retail |
After completing this module, students will be able to: |
|
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: |
|
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: |
|
Module 7: Disaster recovery in Windows Server |
Dynamics 365 Commerce is an omnichannel solution that provides a call center channel with capabilities for order capturing, payment processing and customer service.
Lessons: |
|
Lab: Create transactions in a call center
Lab: Create a call center order |
After completing this module, students will be able to: |
|
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: |
|
Lab: Create and manage an e-commerce site
Lab: Configure an online store channel |
After completing this module, students will be able to |
|
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: |
|
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: |
|
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: |
|
Lab: Group discussion: A fraud protection case study
Lab: Group discussion: Discuss options for identifying and preventing fraud |
After completing this module, students will be able to: |
|
Associated certifications and exam:
The course helps learners prepare for the Microsoft Power Platform Developer exam (MB-340)
On successful completion of this course students will receive a Torque IT attendance certificate.
Microsoft Overview
Skilled Microsoft engineers add significant value to the marketplace by reducing the cost of technology solutions whilst improving efficiency and fuelling innovation. Through authorized Microsoft training, Torque IT empowers engineers, developers and end-users to realise their full potential by providing them with the necessary knowledge and skills to optimise the adoption and use of Microsoft solutions.
Torque IT considers authorised Microsoft training to be an integral part of any Microsoft implementation. Microsoft authorised training, and associated certification, ensures that you get the most from your technology investment and that you are able to operate above the technology curve. Microsoft career certifications are universally recognised as demonstrating a high level of expertise and credibility for individuals and the organisations that employ them.
Authorized Microsoft training and certification is the industry standard for any solution that includes designing, selling, implementing, upgrading, managing, and operating Microsoft solutions.
For 19 years, Torque IT has maintained the status of Gold Learning Partner for Microsoft in South Africa. This is the highest level of accreditation that Microsoft awards to Learning Partners that specialize in technical, product, sales, development, end-user and solutions training.
These achievements reflect our commitment to providing our customers with quality skills development, enablement, training, and certification solutions that demonstrate exceptional depth, breadth, and expertise across Windows Server, Windows Client, Microsoft Virtualization, Microsoft Azure, Office 365, Exchange Server, SharePoint Server, Skype for Business, System Centre Server, Visual Studio and Microsoft Office technologies.
Torque is recognized by Microsoft, and the industry, as having met rigorous standards for educational competency, service, customer satisfaction and investment in Microsoft technologies that will prepare the next generation of IT industry professionals.