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Overview
Microsoft Dynamics 365 Retail Application course from It Share Academy will introduce professionals to a complete shopping experience with this seamless and innovative retail solution that includes topics such as point of sale, store operations, supply chain, e-commerce, merchandising, and basic financials. The focus of this training will be enabling retailers to gain useful insights such that they can operate with agility, meet customer expectations, and build long lasting loyalty — or in other words, truly become a Dynamic Retailer.
Audience:
- Implementation consultants with domain specialization in Retail, Trade & Logistics and/or Finance.
- Key users with focus on Retail, Trade & Logistics and/or Finance.
This course prepares you for Exam MB6-897. Download Course Contents
Upon Completion of this Course, you will accomplish following:-
- Set up and perform back-office functions in SO Manager.
- Process sales transactions and daily point-of-sale functions in SO POS.
- Define and configure basic store-wide parameters such as ordering, inventory, accounts, sales tax, tender, creating custom fields, and more.
- Define and configure database options such as Items, Item Messages, Sales Tax, Item/Customer Tax, Customers, Account Types, Tender Types, Cashiers, Sales Reps, Shipping, Suppliers, Registers, and more.
- Understand inventory management including transfers, purchase orders, physical inventory, and offline inventory.
- Use wizards for inventory, new items, and labels.
- Use journal menu options for viewing journals, closing open and blind closeout batches, assigning GL accounts, and exporting to accounting programs.
- Create, customize, memorize (save), print, and export Active reports.
- Navigate through the Point of Sale program.
- Set up the POS Net Display, HTML Status Bar, and Touch Screen.
- Determine security needs and set up security levels.
- Assign security levels to employees.
- Assign security settings to menus and fields.
- Work with the Offline Server.
- Modify reports, receipts, and templates.
FAQ’s
Microsoft Dynamics 365 is a combination of cloud-based CRM and ERP enterprise systems, designed for greater flexibility and extensibility.
Dynamics 365 is categorized into two versions: Business and Enterprise. Microsoft recommends Business Edition for organizations with 10-250 employees and Enterprise Edition for organizations with more than 250 employees.
Microsoft Dynamics 365 is used to get a combined view of data on customers’ records, transactions, behaviours and preferences; and information about orders, inventory and shipping. It also enables better decision making by offering predictive insight tools for decision makers.
Microsoft Dynamics 365 for Retail is the ultimate solution for delivering business across all channels. It offers a range of business processes related to merchandising, inventory and channel management. Dynamics 365 Retail also manages the supply of goods to customers and business-to-customer relationship. These features help in achieving a higher productivity level.
There are various reasons for a business to choose Microsoft Dynamics 365 for Retail:
- Provides unified commerce – Unified commerce helps keep customers happy and increases brand loyalty. This further increases business and revenue.
- Delivers more with Point of Sale – The new Dynamics 365 modern POS has enabled an increase in sales and allowed the businesses to adapt quickly to the changing needs and growing demands of the customers.
- Manages Merchandising and Distribution – Manages product information, categories, prices, discounts and promotions, thus increasing ROI and demand of products.
- Enables optimization of operations through insights – Insights help make better decisions and enable reduced fulfilment costs, improved inventory utilization and increased business efficiency.
- Helps you innovate – Microsoft Dynamics 365 for Retail allows the users to customize the solutions and enables businesses to cater to the changing needs.
- Displays product recommendations on the Point of Sale device – Recommendations are offered to the customer to choose their products wisely through Point of Sale device.
Microsoft Dynamics 365 Point of Sale (POS) for Retail offers customer engagement capabilities with features like store operations, channel management, order management, marketing and care, business intelligence and certain back office capabilities such as procurement and financials.
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