Configure and work with call centers in Dynamics 365 Commerce
Offered By: Microsoft via Microsoft Learn
Course Description
Overview
- Module 1: Defining a call center channel allows channel users to create and manage sales orders through Dynamics 365 Commerce Headquarters (HQ). Orders that are created in a call center channel can take advantage of specific Commerce capabilities such as payment processing and retail pricing and promotions. Defining a call center channel also allows the organization to define specific order processing settings and data defaults to the sales orders that were created by call center users.
- Learn how to create a call center channel and to assign channel users, payment methods, price groups, and modes of delivery to it.
- Work with call center features.
- Create upsell and cross-sell items.
- Module 2: The call center in Dynamics 365 Commerce is a channel where you can create, cancel, and return call center retail sales orders.
- Learn how to create, cancel, and return a call center order.
- Put call center order on hold and release it from hold.
In this module, you will:
In this module, you will:
Syllabus
- Module 1: Configure a call center channel in Dynamics 365 Commerce
- Introduction
- Create a call center channel
- Call center order processing options
- Upsell and cross-sell in call centers
- Work with continuity programs
- Exercise - Create a call center
- Exercise - Configure upsell components
- Check your knowledge
- Summary
- Module 2: Create transactions in a call center in Dynamics 365 Commerce
- Create a call center order
- Cancel or return a customer order in the call center
- Place a call center order on hold, and release from hold
- Exercise – Create transactions in a call center
- Check your knowledge
- Summary
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