Configure and work with omnichannel prerequisites in Dynamics 365 Commerce
Offered By: Microsoft via Microsoft Learn
Course Description
Overview
- Module 1: Configuration of omnichannel prerequisites enables successful transactions in commerce channels.
- Learn about the general configuration prerequisites for Dynamics 365 Commerce channels and how to configure them.
- Module 2: Hierarchy types in Dynamics 365 Commerce are used for merchandising, pricing, promotions, reporting, and assortment planning.
- Discover organization and product hierarchy types and their key benefits.
- Learn how to manage and configure organization hierarchy and product hierarchy.
- Module 3: Dynamics 365 Commerce is an end-to-end merchandising solution that can be used to manage the product life cycle from creation to maintenance, distribution, and publishing through Commerce channels.
- Learn about end-to-end merchandising in Dynamics 365 Commerce.
- Discover how to configure Commerce products.
- Create catalogs and manage product images.
- Learn how to work with attributes and assortments.
- Module 4: Dynamics 365 Commerce has an omnichannel pricing engine that can be used across all Commerce channels.
- Learn about sales price and price adjustments.
- Learn about the retail pricing engine and its specifics.
- Learn how to configure price groups.
- Discover and work with retail discount types.
- Learn about price reports.
- Learn how to use the Dynamics 365 Commerce pricing engine to create a sales quote in Dynamics 365 Sales.
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
Syllabus
- Module 1: Configure omnichannel prerequisites in Dynamics 365 Commerce
- Introduction
- Initialize seed data in Commerce
- Configure Commerce parameters
- Configure distribution schedules
- Configure a retail warehouse
- Configure payment methods
- Omnichannel support for incremental payment capture
- Dynamics 365 payment connector for PayPal
- Set up the payment connector in Commerce
- Configure modes of delivery
- Configure info codes
- Exercise - Schedule a distribution job
- Exercise - Create and trigger an info code when an item is voided in the POS
- Exercise - Assign a payment method to a retail channel
- Exercise - Create a warehouse for a Commerce channel
- Check your knowledge
- Summary
- Module 2: Manage retail hierarchies in Dynamics 365 Commerce
- Introduction
- Organizational hierarchies and purposes
- Category and product hierarchies
- Create product hierarchies and assign products
- Exercise - Add products to supplemental hierarchies
- Check your knowledge
- Summary
- Module 3: Work with merchandising in Dynamics 365 Commerce
- Introduction
- Product management
- Product categories
- Product attributes
- Product assortments and catalogs
- Retail product kits
- Manage product images
- Exercise - Create an assortment, add a product category, and exclude an item
- Exercise - Create a product attribute and assign it to the product hierarchy
- Check your knowledge
- Summary
- Module 4: Manage retail pricing in Dynamics 365 Commerce
- Retail sales price
- Retail price groups
- Trade agreement pricing
- Use the Commerce pricing engine to create a sales quote in Dynamics 365 Sales
- Price adjustments
- Retail discount types
- Discount prioritization
- Pricing priorities
- Work with price reports
- Exercise - Set the base price and create a customer-specific trade agreement
- Exercise - Create trade agreements by using category price rules
- Exercise - Test prices by using the Price simulator
- Check your knowledge
- Summary
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