Get started with Store operations in Microsoft Cloud for Retail

Microsoft via Microsoft Learn

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Details

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Provider

Microsoft Learn
Pricing

Free Online Course
Languages

English
Duration & workload

3 hours 30 minutes
Sessions

On-Demand
Level

Intermediate

Found in

Overview

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Module 1: Learn about the Store Operations Assist solution and architecture and about the retail story that's used in this learning path to help guide your training.
In this module, you'll:
- Learn about the Store Operations Assist solution components and architecture.
- Learn about the functionalities of Intelligent store operations to improve the efficiency of store operations.
- Learn how to use Clientel'ing to help store associates be aware of their customers' needs.
- Review the retail story and scenarios that are set up for use in other modules in this learning path.
Module 2: Follow the steps in the exercises to learn how to set up a training environment to use with Microsoft Cloud for Retail.
In this module, you'll:
- Set up a new trial tenant.
- Set up Microsoft 365, set up Power BI Premium licenses, and add users.
- Create a new Microsoft Power Platform environment and deploy Store Operations Assist.
- Assign the manager security role to the manager user.
- Import a sample data package for training.
- Update the loyalty account number for a customer account.
- Upload product images.
- Set up Microsoft Teams and manage Microsoft Dataverse security setup.
Module 3: Learn how to set up sample data and security in a retail organization.
In this module, you:
- Access Store Operations Assist Admin and create territories and business units.
- Define target groups and set up store zones.
- Change the default business unit of a user.
Module 4: Learn how to use Store Operations Assist Admin to manage templates and plans.
In this module, you:
- Set up templates and create plans to assign recurring tasks.
- Set up tasks for the plans.
- Assign stores to target groups and territories.
Module 5: Learn to extend Store Operations Assist solution to integrate with your line of business applications.
In this module, you:
- Customize Store Operations Assist solution to integrate with a third-party application and fetch product prices and stock count.
- Modify the frequency of the "Trigger execution plan" Power Automate flow.
- Extract survey response data.
- Develop a Power Automate flow to extract product audit responses for price update checks.
- Develop a Power Automate flow to extract product audit responses for inventory spot count.
- Customize forms for Store Operations Assist and publish the template plans.
Module 6: Learn how to set up Store Operations Assist Mobile and use it to view and complete forms and tasks.
In this module, you:
- Set up Store Operations Assist Mobile and the mobile browser emulator.
- View a to-do list and complete a form template.
- Complete an inventory stock count template and a product price update template task.
- View a customer baseball card and then create a virtual appointment for a customer.
- Create an ad-hoc task and review the response.
Module 7: Learn how to deploy and set up the Retail Insights dashboard in Store Operations Assist.
In this module, you:
- Deploy the Retail Insights dashboard.
- Set up the Retail Insights dashboard.
- View insights on the Retail Insights dashboard.

Syllabus

Module 1: Module 1: Introduction to Store Operations Assist
- Introduction
- Architecture
- Retail story
- Check your knowledge
- Summary
Module 2: Module 2: Set up a training environment for Store Operations Assist
- Introduction
- Exercise - Obtain a Dynamics 365 trial
- Exercise - Obtain a Microsoft Office E5 trial
- Exercise - Obtain a Power BI Premium trial license
- Exercise - Create users and assign licenses
- Exercise - Create a Microsoft Power Platform environment
- Exercise - Deploy the Store Operations Assist solution
- Exercise - Assign manager security role to user
- Exercise - Import the sample data package for training
- Exercise - Update the loyalty account number for a customer account
- Exercise - Upload product images
- Check your knowledge
- Summary
Module 3: Module 3: Set up reference data and security
- Introduction
- Exercise - Set up reference data
- Exercise - Microsoft Teams and Dataverse security setup
- Check your knowledge
- Summary
Module 4: Module 4: Use Store Operations Assist Admin to manage templates and plans
- Introduction
- Exercise - Create templates
- Exercise - Create a plan
- Check your knowledge
- Summary
Module 5: Module 5: Extend Store Operations Assist solution
- Introduction
- Exercise - Complete the prerequisites
- Exercise - Customize Store Operations Assist Admin to integrate and fetch data from another application
- Exercise - Use Power Automate flows to extract survey response data
- Exercise - Use Power Automate flows to extract product price updates
- Exercise - Use Power Automate flows to extract inventory spot count data
- Exercise - Customize forms for Store Operations Assist
- Exercise - Publish and implement the template plans
- Check your knowledge
- Summary
Module 6: Module 6: Use Store Operations Assist Mobile
- Introduction
- Exercise - Set up Store Operations Assist Mobile
- Exercise - Set up Store Operations Assist Mobile by using a mobile browser emulator
- Exercise - View a to-do list and complete a form template task
- Exercise - Complete an inventory stock count template task
- Exercise - Complete a product price update template task
- Exercise - View a customer baseball card profile and create a virtual appointment
- Exercise - Create an ad-hoc task and review the response
- Check your knowledge
- Summary
Module 7: Module 7: Use the Retail Insights dashboard in Store Operations Assist
- Introduction
- Exercise - Verify the Retail Insights dashboard deployment
- Exercise - Set up the Retail Insights dashboard
- Exercise - View the Retail Insights dashboard
- Check your knowledge
- Summary