Microsoft Dynamics 365 Commerce Functional Consultant(MB 340)

Microsoft Dynamics 365 Commerce Functional Consultant certification validates an individual’s ability to implement unified retail and digital commerce solutions using Dynamics 365 Commerce. This certification is all about demonstrating the skills to configure and set up physical stores, manage operations and optimize supply chain and other business operations. It is highly sought after by industries as it enables them to provide robust, adaptable, and efficient solutions to customers. The certification helps in enhancing the user experience, improving business strategies and achieving strategic goals, by utilizing the advanced features of Dynamics 365 Commerce.

Course Key Learnings:

• Configure Dynamics 365 Commerce Headquarters
• Configure products, prices, discounts, loyalty, and affiliations
• Manage Point of Sales (POS) in Dynamics 365 Commerce
• Configure and manage Dynamics 365 Commerce call centers
• Manage e-commerce

Course Content:

Module1:  Module 1: Configure Dynamics 365 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

 Module 2: Configure products, prices, discounts, loyalty, and affiliations

• 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

Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

• 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

 Module 4: Configure and Manage Dynamics 365 Commerce 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

Module 5: Manage e-commerce

• 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

Course Prerequisites