MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant

4 Days

24 CPD hours

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.

After completing this course, students will be able to:
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

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

Module 1: Get started with Dynamics 365 Commerce

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

Module 2: Configure Commerce Headquarters

• 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

Module 3: Products and Merchandising

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

Module 4: Retail Pricing

• Manage Pricing
• Manage discounts and promotions

Module 5: Loyalty and customer experience

• Customer Management
• Loyalty and affiliations

Module 6: Point of sale

• 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

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

• 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

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

• 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

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

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

Module 10: Work with Dynamics 365 Fraud Protection

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

Additional course details:

Nexus Humans MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.