Course Overview
Microsoft Dynamics 365 Retail Application course 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.
Course Objectives
• 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.