Microsoft Dynamics 365 Operations Retail Applications

Retail Channel Setup & Corporate Operations • Retail Basic Architecture and Navigation in Microsoft Dynamics 365 for Operations • Retail Organizational Modeling in Microsoft Dynamics 365 for Operations • Retail Channels in Microsoft Dynamics 365 for Operations • Retail Core Prerequisite Configuration and Parameters in Microsoft Dynamics 365 for Operations • Retail Sales Tax in Microsoft Dynamics 365 for Operations • Retail Payment Management in Microsoft Dynamics 365 for Operations • Retail POS Setup in Microsoft Dynamics 365 for Operations • Retail POS Design in Microsoft Dynamics 365 for Operations • Retail Workers and Security in Microsoft Dynamics 365 for Operations • Loyalty Management for Retail in Microsoft Dynamics 365 for Operations • Retail Gift Cards in Microsoft Dynamics 365 for Operations • Retail IT Functions and Configuration in Microsoft Dynamics 365 for Operations • Retail Reporting in Microsoft Dynamics 365 for Operations and Inquiries • End of Day Operations for Retail in Microsoft Dynamics 365 for Operations Retail Merchandising and Inventory Management • Workflow Configuration for Retail in Microsoft Dynamics 365 for Operations • Retail Units of Measure in Microsoft Dynamics 365 for Operations • Using Product Variants for Retail in Microsoft Dynamics 365 for Operations • Retail Barcodes and Labels in Microsoft Dynamics 365 for Operations • Retail Category Hierarchies in Microsoft Dynamics 365 for Operations • Released Products and Catalogs in Microsoft Dynamics 365 for Operations • Retail Assortments in Microsoft Dynamics 365 for Operations • Modes of Delivery for Retail in Microsoft Dynamics 365 for Operations • Retail Pricing and Discounts in Microsoft Dynamics 365 for Operations • Retail Vendor Catalogs in Microsoft Dynamics 365 for Operations • Replenishment Setup for Retail in Microsoft Dynamics 365 for Operations • Replenishment Processing for Retail in Microsoft Dynamics 365 for Operations • Retail Product Kits in Microsoft Dynamics 365 for Operations • Periodic Functions for Retail Inventory Management in Microsoft Dynamics 365 for Operations Retail POS • POS Basic Navigation in Microsoft Dynamics 365 for Operations • Day in the Life of a Cashier in Microsoft Dynamics 365 for Operations • Day in the Life of a Store Manager in Microsoft Dynamics 365 for Operations • Day in the Life of a Store Inventory Manager in Microsoft Dynamics 365 for Operations • Retail POS Reports and Analytics in Microsoft Dynamics 365 for Operations

• 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.

Basic understanding of Dynamics 365