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Microsoft

Configure and use Store Commerce in Dynamics 365 Commerce

Microsoft via Microsoft Learn

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Overview

  • Module 1: Dynamics 365 Commerce allows for the centralized configuration and management of multiple Commerce channels.

    • In this module, you will:

    • Learn how to configure profiles and create registers and devices.
    • Learn how to design receipt and screen layouts.
    • Learn how to configure a worker’s card and assign operations and permissions.
    • Learn how to create a retail store.
    • Activate Modern POS (MPOS) and Cloud POS (CPOS).
  • Module 2: Transactions can be performed in Dynamics 365 Commerce point of sale (POS) to register sales and returns in several ways.

    • In this module, you will:

    • Create a cash and carry transaction for a walk-in customer.
    • Create a customer order.
    • Cancel and return transactions.
    • Suspend and recall a transaction.
    • Work with serialized items.
  • Module 3: Retail statements and near real-time order creation is the process of transforming the retail transactions in Dynamics 365 Commerce into physical and financial transactions.

    • In this module, you will:

    • Discover the difference between the traditional retail statements posting and the near real-time order creation.
    • Learn how to enable and work with near real-time order creation.
    • Learn how to create, calculate, and post retail statements.

Syllabus

  • Module 1: Configure a retail store and POS in Dynamics 365 Commerce
    • Introduction
    • Create registers and devices
    • Create functionality and visual profiles
    • Design a screen layout
    • Design a receipt layout
    • Create workers and attach permissions
    • Create a retail store
    • Activate MPOS
    • Activate CPOS
    • Exercise - Associate a user identity
    • Exercise - Create a new CPOS register and device for a store
    • Exercise - Activate a CPOS terminal
    • Exercise - Create a position and assign POS permissions to a worker
    • Check your knowledge
    • Summary
  • Module 2: Create transactions in point of sale in Dynamics 365 Commerce
    • Introduction
    • Create cash and carry transactions in POS
    • Product search and customer search in POS
    • Create a POS pickup and ship customer order
    • Work with serialized items in the POS
    • Suspend or recall a POS transaction
    • Edit an existing customer order
    • Void transactions in POS
    • Cancel transactions in POS
    • Return orders in POS
    • Exercise - Create a basic cash and carry transaction by using different item entry methods
    • Exercise - Suspend and recall a transaction
    • Exercise - Create a customer order
    • Check your knowledge
    • Summary
  • Module 3: Manage statement posting in Dynamics 365 Commerce
    • Introduction
    • Statement posting process
    • Work with statements
    • Work with near real-time order creation
    • Check your knowledge
    • Summary

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