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Course Information

Course Outline

Module 1: Configure Dynamics 365 Commerce Headquarters

  • 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 Organisational 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 Fulfilment Profiles
    • Configure Cost Components Including Shipping, Handling, and Packaging Costs
    • Configure Management Rules and Parameters
    • Monitor Fulfilment Plans and Order Exceptions
  • Configure Order Fulfilment
    • 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 Fulfilment Groups

Module 2: Configure Products, Prices, Discounts, Loyalty, and Affiliations

  • Configure Products and Merchandising
    • Configure Product Category Hierarchies
    • Configure Product Attributes and Attribute Groups
    • Configure Assortments and Product Catalogues
    • Manage Product Labels and Shelf Labels
    • Describe Uses Cases for Recommendation Types Including Product, Personalised, 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 Catalogues 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 Programmes, Loyalty Schemes, and Reward Points
    • Manage Loyalty Tier Calculations and Processing

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

  • 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 Serialised 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 Centres

  • Configure Call Centres
    • create a Call Center
    • Configure and Publish Product Catalogues
    • Create Product Catalogue Scripts
    • Configure Fraud Conditions, Rules, and Variables to Trigger Order Holds
    • Configure Fraud Alerts
  • Configure Continuity Orders and Instalment Billing
    • Set Up Continuity Programs and Parameters
    • Configure Continuity Order Batch Jobs
    • Manage Continuity Child Orders
  • Manage Call Centres
    • Create, Modify, and Process Sales Orders
    • Process Call Centre Payments
    • Manage Order Holds
    • Create Return Merchandise Authorisations (RMAS)
    • Process Returns, Exchanges, and Replacements

Module 5: Manage E-Commerce

  • 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
    • Synchronise 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 Organisational Modelling Hierarchies
    • Manage Business Partners and Business Partner, Users
    • Configure Product Quantity Limits

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Prerequisites

There are no formal prerequisites to attend this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course. However, a strong understanding of unified commerce business operation will be beneficial.

Audience

This Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is ideal for anyone who wants to learn how to design, configure, and manage Dynamics 365 Commerce.

Course Overview

Dynamic 365 Functional Consultant is responsible for engaging with subject matter experts and stakeholders, performing discovery, capturing requirements, translating requirements, and confirming the applications and solutions. Microsoft Dynamics 365 Commerce Functional Consultant configure Dynamics 365 Commerce headquarters, manage e-commerce, manage Point of Sale (POS), and configure prices, products, loyalty, affiliations, and discounts. Studying Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is helpful for learners to configure, deploy, and maintain Dynamics 365 Commerce. It will help organisations to manage and configure commerce call centres. This training will help learners expand their skills and undertake a variety of tremendous job opportunities in various international companies.

This 5-day Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course covers all necessary concepts to help delegates become thoroughly familiar with the dynamics 365 commerce functional consultant. During this training, they will learn about how to configure organisational hierarchies and hierarchy purposes. They will also learn about how to configure and manage gift cards, configure and assign order fulfilment groups, configure data distribution, configure warranty settings, configure category pricing rules, configure channel return policies, and many more. Our highly professional trainer with years of experience in teaching Microsoft courses will conduct this training course and will help you get a complete understanding of Microsoft dynamics 365 commerce.

This training will cover various essential topics, such as:     

  • Create email templates and email notification profiles
  • Configure payment methods and card types
  • Troubleshoot statement posting issues
  • Configure management rules and parameters
  • Configure continuity order batch jobs
  • Manage business partners and business partners, users

After attending Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course, they will be able to create and configure channel and sales order attributes. They will also be able to validate retail transactions by using the transaction consistency checker.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Dynamics 365 commerce allows in building brand loyalty through tailored customer engagements, increasing revenue through enhanced employee productivity, optimising operations to minimise costs, and driving supply chain efficacies, resulting in superior business outcomes.
There are no formal prerequisites to attend this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course. However, a strong understanding of unified commerce business operation will be beneficial.
This Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is ideal for anyone who wants to learn how to design, configure, and manage Dynamics 365 Commerce.
It provides an Omni-enabled headless commerce engine, interconnected business processes, unified data, powered by AI and analytics, etc., are the benefits of Dynamics 365 Commerce architecture.
Quickly start your online business, the store is always open, can sell to anyone, anywhere, save time, money, and resources, can sell as many products, easy online payment and shipping, built-in marketing tools, etc., are the benefits of e-commerce software.
Omnichannel, flexibility, efficiency, value, intelligence, security, integration, support, ease of use, innovation, etc., are the main reasons to implement Dynamics 365 Commerce.
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics 365 Commerce Functional Consultant MB340.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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