Get started with Store operations in Microsoft Cloud for Retail

In this module, you'll:

• Learn about the Store Operations Assist solution components and architecture.
• Learn about the functionalities of Intelligent store operations to improve the efficiency of store operations.
• Learn how to use Clientel'ing to help store associates be aware of their customers' needs.
• Review the retail story and scenarios that are set up for use in other modules in this learning path.

In this module, you'll:

• Set up a new trial tenant.
• Set up Microsoft 365, set up Power BI Premium licenses, and add users.
• Create a new Microsoft Power Platform environment and deploy Store Operations Assist.
• Assign the manager security role to the manager user.
• Import a sample data package for training.
• Update the loyalty account number for a customer account.
• Upload product images.
• Set up Microsoft Teams and manage Microsoft Dataverse security setup.

In this module, you:

• Access Store Operations Assist Admin and create territories and business units.
• Define target groups and set up store zones.
• Change the default business unit of a user.

In this module, you:

• Set up templates and create plans to assign recurring tasks.
• Set up tasks for the plans.
• Assign stores to target groups and territories.

In this module, you:

• Customize Store Operations Assist solution to integrate with a third-party application and fetch product prices and stock count.
• Modify the frequency of the "Trigger execution plan" Power Automate flow.
• Extract survey response data.
• Develop a Power Automate flow to extract product audit responses for price update checks.
• Develop a Power Automate flow to extract product audit responses for inventory spot count.
• Customize forms for Store Operations Assist and publish the template plans.

In this module, you:

• Set up Store Operations Assist Mobile and the mobile browser emulator.
• View a to-do list and complete a form template.
• Complete an inventory stock count template and a product price update template task.
• View a customer baseball card and then create a virtual appointment for a customer.
• Create an ad-hoc task and review the response.

In this module, you:

• Deploy the Retail Insights dashboard.
• Set up the Retail Insights dashboard.
• View insights on the Retail Insights dashboard.

• Introduction
• Architecture
• Retail story
• Check your knowledge
• Summary

• Introduction
• Exercise - Obtain a Dynamics 365 trial
• Exercise - Obtain a Microsoft Office E5 trial
• Exercise - Obtain a Power BI Premium trial license
• Exercise - Create users and assign licenses
• Exercise - Create a Microsoft Power Platform environment
• Exercise - Deploy the Store Operations Assist solution
• Exercise - Assign manager security role to user
• Exercise - Import the sample data package for training
• Exercise - Update the loyalty account number for a customer account
• Exercise - Upload product images
• Check your knowledge
• Summary

• Introduction
• Exercise - Set up reference data
• Exercise - Microsoft Teams and Dataverse security setup
• Check your knowledge
• Summary

• Introduction
• Exercise - Create templates
• Exercise - Create a plan
• Check your knowledge
• Summary

• Introduction
• Exercise - Complete the prerequisites
• Exercise - Customize Store Operations Assist Admin to integrate and fetch data from another application
• Exercise - Use Power Automate flows to extract survey response data
• Exercise - Use Power Automate flows to extract product price updates
• Exercise - Use Power Automate flows to extract inventory spot count data
• Exercise - Customize forms for Store Operations Assist
• Exercise - Publish and implement the template plans
• Check your knowledge
• Summary

• Introduction
• Exercise - Set up Store Operations Assist Mobile
• Exercise - Set up Store Operations Assist Mobile by using a mobile browser emulator
• Exercise - View a to-do list and complete a form template task
• Exercise - Complete an inventory stock count template task
• Exercise - Complete a product price update template task
• Exercise - View a customer baseball card profile and create a virtual appointment
• Exercise - Create an ad-hoc task and review the response
• Check your knowledge
• Summary

• Introduction
• Exercise - Verify the Retail Insights dashboard deployment
• Exercise - Set up the Retail Insights dashboard
• Exercise - View the Retail Insights dashboard
• Check your knowledge
• Summary