YoVDO

Configure and use Store Commerce in Dynamics 365 Commerce

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Dynamics 365 Commerce Courses

Course Description

Overview

  • Module 1: Dynamics 365 Commerce allows for the centralized configuration and management of multiple Commerce channels.
  • In this module, you will:

    • Learn how to configure profiles and create registers and devices.
    • Learn how to design receipt and screen layouts.
    • Learn how to configure a worker’s card and assign operations and permissions.
    • Learn how to create a retail store.
    • Activate Modern POS (MPOS) and Cloud POS (CPOS).
  • Module 2: Transactions can be performed in Dynamics 365 Commerce point of sale (POS) to register sales and returns in several ways.
  • In this module, you will:

    • Create a cash and carry transaction for a walk-in customer.
    • Create a customer order.
    • Cancel and return transactions.
    • Suspend and recall a transaction.
    • Work with serialized items.
  • Module 3: Retail statements and near real-time order creation is the process of transforming the retail transactions in Dynamics 365 Commerce into physical and financial transactions.
  • In this module, you will:

    • Discover the difference between the traditional retail statements posting and the near real-time order creation.
    • Learn how to enable and work with near real-time order creation.
    • Learn how to create, calculate, and post retail statements.

Syllabus

  • Module 1: Configure a retail store and POS in Dynamics 365 Commerce
    • Introduction
    • Create registers and devices
    • Create functionality and visual profiles
    • Design a screen layout
    • Design a receipt layout
    • Create workers and attach permissions
    • Create a retail store
    • Activate MPOS
    • Activate CPOS
    • Exercise - Associate a user identity
    • Exercise - Create a new CPOS register and device for a store
    • Exercise - Activate a CPOS terminal
    • Exercise - Create a position and assign POS permissions to a worker
    • Check your knowledge
    • Summary
  • Module 2: Create transactions in point of sale in Dynamics 365 Commerce
    • Introduction
    • Create cash and carry transactions in POS
    • Product search and customer search in POS
    • Create a POS pickup and ship customer order
    • Work with serialized items in the POS
    • Suspend or recall a POS transaction
    • Edit an existing customer order
    • Void transactions in POS
    • Cancel transactions in POS
    • Return orders in POS
    • Exercise - Create a basic cash and carry transaction by using different item entry methods
    • Exercise - Suspend and recall a transaction
    • Exercise - Create a customer order
    • Check your knowledge
    • Summary
  • Module 3: Manage statement posting in Dynamics 365 Commerce
    • Introduction
    • Statement posting process
    • Work with statements
    • Work with near real-time order creation
    • Check your knowledge
    • Summary

Tags

Related Courses

Configure and work with call centers in Dynamics 365 Commerce
Microsoft via Microsoft Learn
Configure and work with e-Commerce in Dynamics 365 Commerce
Microsoft via Microsoft Learn
Configure and work with omnichannel prerequisites in Dynamics 365 Commerce
Microsoft via Microsoft Learn
Deploy Dynamics 365 Commerce
Microsoft via Microsoft Learn
Manage channel inventory in Dynamics 365 Commerce
Microsoft via Microsoft Learn