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Microsoft

Get started with Microsoft Cloud for Retail

Microsoft via Microsoft Learn

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Overview

  • Module 1: Learn about Microsoft Cloud for Retail and what it can do.

    In this module, you'll:

    • Learn about current retail trends and demands.
    • Get an overview of Microsoft Cloud for Retail.
    • Explore priority retail scenarios and featured capabilities of the solution.
  • Module 2: Learn about the Microsoft products that you'll need to access different capabilities and how to set up a training environment for this learning path.

    In this module, you'll:

    • Discover Microsoft Cloud for Retail capabilities and product mapping.
    • Learn about the applications that are required to deploy Microsoft Cloud for Retail.
    • Learn how to obtain trial licenses for completing this training.
    • Set up a Microsoft Cloud for Retail training environment.
  • Module 3: Learn about Microsoft Cloud for Retail unified customer profile

    In this module, you will:

    • Create and set up Dynamics 365 Customer Insights - Data.
    • Create storage accounts and upload data.
    • Set up the Retail churn model in Dynamics 365 Customer Insights - Data.
    • Learn about Retail churn model output.
  • Module 4: Learn how to use Dynamics 365 Intelligent Order Management to streamline curbside pickup and provide customers with real-time inventory and order status.

    In this module, you’ll:

    • Streamline returns management and enable flexible return scenarios.
    • Use AI and anomaly detection models to identify and address fulfillment constraints and improve delivery times while reducing costs.
    • Give customers ordering flexibility such as home delivery, curbside pickup, and pick up in-store with connected ordering and fulfillment tools.
    • Offer real-time inventory availability and order status with AI, providing a single solution to order-fulfillment orchestration.
  • Module 5: Learn about Microsoft Clarity.

    In this module, you’ll:

    • Create a Microsoft Clarity project.
    • Integrate Microsoft Clarity with a custom website.
    • Interact with Microsoft Clarity dashboards, heatmaps, and recordings.
  • Module 6: Learn how to integrate Microsoft Teams with Dynamics 365 Commerce.

    In this module, you'll:

    • Create an app registration and set up the required permissions.
    • Enable the integration between Dynamics 365 Commerce and the Task management app in Teams.
    • Play the role of a retail communications manager who will sign in to Teams and publish a task.
    • Play the role of a store manager who will sign in to the POS app from Dynamics 365 Commerce and assign a task.
    • Play the role of a store employee who will view the assigned task and mark it as complete.

Syllabus

  • Module 1: Module 1: Microsoft Cloud for Retail overview
    • Introduction
    • Maximize the value of your data
    • Elevate the shopping experience
    • Build a real-time sustainable supply chain
    • Empower the store associate
    • Security, compliance, and privacy
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Product capability mapping and training environment preparation for Microsoft Cloud for Retail
    • Introduction
    • Exercise 1 - Set up a Microsoft 365 tenant
    • Exercise 2 - Azure setup
    • Exercise 3 - Obtain and deploy trial licenses
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Create a unified customer profile in Microsoft Cloud for Retail
    • Introduction
    • Exercise 1 - Create and set up a Dynamics 365 Customer Insights - Data environment
    • Exercise 2 - Create a storage account and upload the input data files
    • Exercise 3 - Set up the Retail churn model in Dynamics 365 Customer Insights - Data
    • Exercise 4 - Work with the churn model output
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Intelligent Order Management for Microsoft Cloud for Retail
    • Introduction
    • Exercise 1 – Set up and deploy a BigCommerce e-commerce site
    • Exercise 2 – Set up an Intelligent Order Management environment
    • Exercise 3 – Set up Intelligent Order Management providers
    • Exercise 4 - Test the flow of orders by using the BigCommerce provider
    • Exercise 5 - Create orchestration flows
    • Exercise 6 - Administration and operations
    • Exercise 7 - Reporting
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Analyze insights with Microsoft Clarity
    • Introduction
    • Install prerequisites
    • Exercise 1 - Deployment of a sample custom website
    • Exercise 2 - Configure Microsoft Clarity
    • Exercise 3 - Explore your website's usage data with Clarity
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Microsoft Teams integration with Dynamics 365 Commerce
    • Introduction
    • Exercise 1 - App registration and permissions
    • Exercise 2 - Enable Commerce and Teams integration
    • Exercise 3 - Task management in POS
    • Check your knowledge
    • Summary

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