- Module 1: Defining a call center channel allows channel users to create and manage sales orders through Dynamics 365 Commerce Headquarters (HQ). Orders that are created in a call center channel can take advantage of specific Commerce capabilities such as payment processing and retail pricing and promotions. Defining a call center channel also allows the organization to define specific order processing settings and data defaults to the sales orders that were created by call center users.
- Learn how to create a call center channel and to assign channel users, payment methods, price groups, and modes of delivery to it.
- Work with call center features.
- Create upsell and cross-sell items.
- Module 2: The call center in Dynamics 365 Commerce is a channel where you can create, cancel, and return call center retail sales orders.
- Learn how to create, cancel, and return a call center order.
- Put call center order on hold and release it from hold.
In this module, you will:
In this module, you will: