MB6-897 Exam Microsoft Dynamics 365 for Retail
This preparation guide includes information and tools to assist you in preparation for MB6-897 Exam Microsoft Dynamics 365 for Retail.
Instructor-led training
Who should take this exam?
Candidates for this exam are Microsoft Dynamics 365 partners who set up and use the application functionality in Microsoft Dynamics 365 for Retail, and provide support for the application.
Candidates typically have a strong understanding of retail operations and POS, and experience deploying, maintaining, and using Microsoft Dynamics 365 for Retail.
Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View Microsoft video tutorials about the variety of question types on Microsoft exams.
Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.
Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.
If you have concerns about specific questions on this exam, please submit Microsoft an exam challenge.
Setup and configure organizational parameters (20% – 25%)
- Model an organization
- This objective may include but is not limited to: create models of organizations; create and configure organization hierarchies; create and modify retail operating units
- Configure retail parameters
- This objective may include but is not limited to: set up a retail store set up info codes and sub codes; assign and translate info codes; configure units of measure and conversion; define retail parameters; set up sales tax and sales tax overrides; describe and configure payment methods; configure payment connectors; set up credit card payment services; configure full-text search
- Configure workflows
- This objective may include but is not limited to: Describe retail workflow features; configure workflow prerequisites; create and configure workflows, activate a workflow; associate workflows with an organization; monitor workflow status
- Integrate stores
- This objective may include but is not limited to: configure and monitor Commerce Data Exchange services; test and troubleshoot Async client and server connectivity; view retail channel transactions; set up up store locator groups
- Manage retail channels
- This objective may include but is not limited to: build an online store; synchronize online store sales orders; create a call center.
Setup and configure Point of Sale (10% – 15%)
- Perform Point of Sale (POS) set up processes
- This objective may include but is not limited to: set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles; configure a receipt format; set up data distribution
- Configure POS terminals
- This objective may include but is not limited to: set up keyboard mapping groups; configure POS permission groups; create registers and POS devices; create screen layouts that use button grids and images; manage drawer operations
- Configure barcodes and labels
- This objective may include but is not limited to: create and view barcodes for specific products; print shelf labels; create barcode masks.
Setup and configure products (15% – 20%)
- Configure basic product parameters
- This objective may include but is not limited to: create product dimensions and dimension groups; create a product; create and modify product attributes; create product features and assortments; create product relationship types and product relationships; create a product master or variant; create, assemble, disassemble, and sell product kits
- Build product category hierarchies
- This objective may include but is not limited to: describe hierarchy types; create a category hierarchy; maintain hierarchies; bulk edit a category
- Create and manage catalogs
- This objective may include but is not limited to: Create a catalog; configure and analyze catalog layout; update, validate, approve and publish catalogs; create source codes
- Manage delivery modes
- This objective may include but is not limited to: set up delivery modes; add channels to delivery modes; add products to delivery modes
- Manage direct delivery
- This objective may include but is not limited to: set up direct delivery; configure products and sales orders for direct delivery; confirm direct delivery orders; create pick waves; set up the picking process; create a workbench; generate picking workbench sessions
- Manage pricing discounts
- This objective may include but is not limited to: create catgory pricing rules; discount products based on catalogs; set up affiliated pricing; adjust prices; create price groups; configure mix and match discounts; create quantity discounts
- Connect vendor information to products
- This objective may include but is not limited to: create a vendor catalog; set up price margin alerts on a product; define price points for products; add vendor product numbers to a product.
Manage Retail Operations (15% – 20%)
- Manage workers
- This objective may include but is not limited to: create jobs; create positions; set up a worker; create and link address books; implement role-based security; view and manage shifts
- Generate retail information reports
- This objective may include but is not limited to: identify available reports; identify available workspaces; perform recency, frequency, and monetary (RFM) analysis
- Implement customer loyalty schemes and gift cards
- This objective may include but is not limited to: describe the loyalty setup process; configure prerequisite components; create a customer loyalty scheme and program; process loyalty transactions; resolve loyalty card number conflicts; add products to loyalty schemes; set up physical and virtual gift cards; add funds to a gift card
- Manage journals
- This objective may include but is not limited to: describe post statement actions; create and calculate a statement; view posted statements; configure batch processes for statements
- Manage inventory replenishment
- This objective may include but is not limited to: build replenishment rules; implement cross-docking for product distribution; create a buyer’s push; create a replenishment hierarchy; create service categories
- Manage a call center
- This objective may include but is not limited to: create fraud rules; create a continuity program; create continuity orders; implement credit card and refund workbenches; configure check holds; set up credit limit checking; create rules for up-selling and cross-selling; set up target markets; create and use scripts.
Conduct Retail Activities (25% – 30%)
- Perform POS operations
- This objective may include but is not limited to: conduct a transaction; override a price; identify reason codes and hold codes; hold and recall a transaction; clear a hold
- Manage sales orders
- This objective may include but is not limited to: view detailed status information for a sales order; identify sales order cancellation constraints; configure price matching; configure prepayment
- Manage customers
- This objective may include but is not limited to: create a customer; check for duplicate customers; merge and unmerge customer records; create and configure cases; search for a customer
- Manage drawer operations and daily operations
- This objective may include but is not limited to: perform opening procedures; conduct tender operations; perform overrides; perform closing procedures; open, pause, resume, and close shifts; clock in and out; create sales with cash or credit card payments; void transactions; accept returns
- Manage installment billing
- This objective may include but is not limited to: set up and configure installment billing; create payment schedules; add installments to a sales order; process installment billing payments
- Manage returns and Return Merchandise Authorization (RMA) processing
- This objective may include but is not limited to: identify steps in the RMA process; create an RMA; configure process return options
Preparation options for MB6-897 Exam Microsoft Dynamics 365 for Retail
Instructor-led training
Self-paced training
Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.
More information about D365FO exams
View the complete list of Microsoft Dynamics 365 FO Certification Exams