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Certification class MB6-897 Microsoft Dynamics 365 for Retail

May 20 @ 09:00 - May 24 @ 16:00

|Recurring Event (See all)

One event on January 28, 2019 at 09:00

One event on May 20, 2019 at 09:00

One event on September 9, 2019 at 09:00

One event on December 9, 2019 at 09:00

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(Last Updated On: March 31, 2019)

This Certification class MB6-897 Microsoft Dynamics 365 for Retail is not just about you passing the MB6-897 exam – it aims higher: we want you to understand and be able to apply your skills in real life scenarios after the training has ended, not just in an exam situation while at our training center.

After the class, you will understand how to set-up and use Retail in Microsoft Dynamics 365.

And we are confident that you have indeed passed the certification exam at the end of the training, too!

This 5-day Certification class MB6-897 Microsoft Dynamics 365 for Retail is for anyone who wants to learn the Retail functionality in depth, be able to set-up and use the application functionality, provide support for the application,  and pass the Certification class MB6-897 for Retail.

Typical participant profiles:
Consultants, project managers, superusers, controllers.

Prerequisites:

It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways has obtained equivalent knowledge.

Level:

200 (Intermediate)

Description

On top of our training methodology, Problem-Principle-Procedure, we apply a proven track to ensure a successful certification exam training:

  • GateQuiz – to align skills level and suggest pre-study
  • Pre-training webinar – meet the instructor and get ready
  • The training class itself – plenty of hands-on in-class and optional homework
  • Last day of the training
    • Recap of the week – important highlights
    • AXcademy certification exam prep quiz
    • Question and answer session – final tips and tricks
    • The certification exam itself: MB6-897 Microsoft Dynamics 365 for Retail

Outline overview

  • Channel Management and Corporate Operations
  • Merchandising and Inventory Management
  • Point of Sale
  • Call Centers

Topics in details for the Certification class MB6-897 for Retail

Set up and configure organizational parameters

  • 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 subcodes; 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 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

Set up and Configure Point of Sale

  • 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

Set up and Configure Products

  • 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 category 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

  • 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

  • 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 sale 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

We think that your options should be flexible and cost-efficient. Don't pay for services that you don't really need.

Choose between

  • Standard – the cost-efficient option
    • Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the exam itself.
  • All-Inclusive – the hassle-free option
    • All of the Standard benefits as above plus
      • Transport service from and to the airport, hotel accommodation, other meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)

Standard

Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the exam itself, MB6-897 Microsoft Dynamics 365 for Retail.

Training manuals

We will provide our own purpose build AXcademy Microsoft Dynamics 365 Retail training manuals. Hundreds of pages including many illustrations and plenty of hands-on labs/practices. Some mention these AXcademy Microsoft Dynamics 365 Retail training manuals to be the best of the trade!

Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge. Your training environment is available 24 hours a day even outside the classroom, should you want to study outside normal class hours.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world-class instructor with loads of real-life experience in D365FO, D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Morning break
•Sumptuous lunch buffet of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits throughout the day.

(Actual offerings and vary depending on the actual training location. For special food requirements, please ask well in advance of the class start date)

Exam fee
Participation in the exam itself, MB6-897 Microsoft Dynamics 365 for Retail.

Not included
Travel
Accommodation

All-Inclusive

As above Standard plus

  • Transport service from and to the airport
  • Superior hotel room accommodation within walking distance of the training location
  • Meals (high-quality breakfast and evening dinner at your hotel – sumptuous lunch buffet is served at the training location)

Certification class Certification class MB6-897 Microsoft Dynamics 365 for Retail

This course includes all or part of the topics of below listed Microsoft Courses

But the actual training manual used are our own, purpose build AXcademy Microsoft Dynamics 365 Retail training manuals. Hundreds of pages including many illustrations and plenty of hands-on labs/practices.

Some mention these AXcademy Microsoft Dynamics 365 Retail training manuals to be the best of the trade!