Microsoft Dynamics 365 Commerce Functional Consultant MB340 Overview

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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Who Should Attend the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course?

The Microsoft Dynamics 365 Commerce Functional Consultant MB340 course is designed for professionals who want to specialise in implementing and configuring Dynamics 365 Commerce solutions for businesses. This course will benefit the following professionals:

  • Dynamics 365 Commerce Functional Consultants
  • Business Analysts
  • Retail Operations Managers
  • E-commerce Managers
  • Solution Architects
  • Retail IT Professionals

Prerequisites of the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course

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

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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What’s included in this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Commerce Functional Consultant MB340. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Commerce Functional Consultant MB340, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

What our customers are saying

Microsoft Dynamics 365 Commerce Functional Consultant MB340 FAQs

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 training fees for Microsoft Dynamics 365 Commerce Functional Consultant MB340 certification in Canada starts from CAD5195
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Commerce Functional Consultant MB340.
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