| Configure Dynamics 365 Commerce Headquarters |
25-30% |
Configure prerequisites and commerce parameters
- create employee and customer address books
- configure and manage retail workers
- assign address books to customers, channels, and workers
- create email templates and email notification profiles
- configure organizational hierarchies and hierarchy purposes
- configure Commerce shared parameters
- configure company-specific Commerce parameters
Describe and configure additional functionality
- create and configure channel and sales order attributes
- configure commissions and sales representatives
- configure payment methods and card types
- configure and manage gift cards
- describe Omni-channel capabilities including payments, orders, and returns
- configure data distribution
- create info codes, sub-codes, and info code groups
- describe Dynamics 365 Fraud Protection purchase protection, loss prevention, and account protection
Manage statements
- describe advantages of using trickle feed-based posting
- validate retail transactions by using the transaction consistency checker
- configure and manage retail statement calculations and posting
- troubleshoot statement posting issues
Configure Distributed Order Management (DOM)
- configure fulfillment profiles
- configure cost components including shipping, handling, and packaging costs
- configure management rules and parameters
- monitor fulfillment plans and order exceptions
Configure order fulfillment
- configure modes of delivery including shipments, pick up, and carry out
- configure curbside customer order pickup
- configure charge codes, charge groups, and automatic charges
- configure and assign order fulfillment groups
|
| Configure products, prices, discounts, loyalty, and affiliations |
25-30% |
Configure products and merchandising
- configure product category hierarchies
- configure product attributes and attribute groups
- configure assortments and product catalogs
- manage product labels and shelf labels
- describe uses cases for recommendation types including product, personalized, Shop similar looks, and Shop similar descriptions recommendations
- configure recommendations
- configure warranty settings
- configure inventory buffers and inventory levels
- configure products and variants including configuring barcodes
Manage pricing
- design and create price groups
- configure pricing priorities
- configure product pricing including smart rounding
- configure catalog pricing
- configure affiliation pricing
- configure category pricing rules
Manage discounts and promotions
- configure discount parameters
- configure channel or customer-specific discounts
- configure quantity, shipping, tender-based, and threshold-based discounts
- configure discount concurrency rules
- manage coupons
Manage customers, loyalty, and affiliations
- configure client books
- configure customer attributes
- configure customer affiliations
- configure loyalty programs, loyalty schemes, and reward points
- manage loyalty tier calculations and processing
|
| Manage Point of Sale (POS) in Dynamics 365 Commerce |
15-20% |
Configure retail stores
- create a retail store
- configure POS registers and devices
- configure retail profiles
- configure sales tax overrides
- configure Task Management lists and parameters
- define cash management processes
- define shifts and shift management processes
- configure channel return policies
- describe offline capabilities and limitations
Manage store inventory
- configure availability calculations for products
- manage inbound and outbound inventory operations
- process customer pick-up and shipment orders
- manage inventory processes including stock counts
- look up product inventory
- process serialized items
Perform POS operations
- perform sales and order processes
- perform end of day processes
- reconcile store cash
- monitor store productivity by using task management and reporting features
|
| Configure and Manage Dynamics 365 Commerce call centers |
10-15% |
Configure call centers
- create a call center
- configure and publish product catalogs
- create product catalog scripts
- configure fraud conditions, rules, and variables to trigger order holds
- configure fraud alerts
Configure continuity orders and installment billing
- set up continuity programs and parameters
- configure continuity order batch jobs
- manage continuity child orders
Manage call centers
- create, modify, and process sales orders
- process call center payments
- manage order holds
- create return merchandise authorizations (RMAs)
- process returns, exchanges, and replacements
|
| Manage e-commerce |
15-20% |
Configure an e-commerce channel
- create an online store
- configure an e-commerce site
- configure channel assignments for an e-commerce site
- configure ratings and reviews
Manage e-commerce content
- configure URLs and aliases
- configure product detail pages and category pages
- manage site themes, page fragments, templates, layouts, and pages
- upload and manage digital assets including videos and images
- set focal points and attribute values for media assets
- configure publish groups
Operate an e-commerce channel
- create e-commerce orders
- synchronize e-commerce orders
- moderate ratings and reviews
Configure business-to-business (B2B) e-commerce
- describe differences between B2B and business-to-consumer (B2C) solutions
- describe use cases for organizational modeling hierarchies
- manage business partners and business partner users
- configure product quantity limits
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