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Microsoft

Learn the fundamentals of Microsoft Dynamics 365 Commerce

Microsoft via Microsoft Learn

Overview

  • Module 1: Get introduced to the finance and operations apps
  • After completing this module, you will be able to:

    • Describe built-in reporting capabilities.
    • Describe options for exporting data to other Microsoft products.
    • Describe options for analyzing data.
    • Describe use cases for and integration capabilities with other Microsoft products.
    • Describe options for managing documents.
  • Module 2: Explore Microsoft Dynamics 365 Commerce capabilities
  • After completing this module, you will be able to:

    • Describe retail channels and channel management concepts
    • Describe Distributed Order Management (DOM)
    • Describe merchandising and clienteling concepts
    • Describe how Dynamics 365 Commerce uses Dynamics 365 Customer Insights
    • Describe how Dynamics 365 Commerce uses Retail Analytics to provide centralized retail data management
  • Module 3: Explore Microsoft Dynamics 365 Fraud Protection
  • After completing this module, you will be able to:

    • Describe how Dynamics 365 Fraud Protection evaluates purchase transaction to reduce fraud losses and increase bank acceptance rates
    • Describe how Dynamics 365 Fraud Protection prevents unauthorized account creation, account takeovers, and fraudulent account access
    • Describe how Dynamics 365 Fraud Protection prevents loss related to fraudulent returns and discounts, and identifies business risk and anomalies in merchandise discounting and returns

Syllabus

  • Module 1: Get introduced to the finance and operations apps
    • Introduction
    • Discover enterprise resource planning (ERP)
    • Review Dynamics 365 use cases
    • Create and use reports, including workspaces
    • Explore options for exporting to Excel
    • Explore options for analyzing data with Power BI
    • Explore Microsoft Teams integration capabilities
    • Integrate Dynamics 365 with Microsoft Word and Excel
    • Explore options for managing documents by using SharePoint Online
    • Explore email integration capabilities
    • Lab: Navigate the finance and operations apps
    • Lab: Explore workspace and filtering
    • Knowledge check
    • Summary
  • Module 2: Explore Microsoft Dynamics 365 Commerce capabilities
    • Introduction
    • Explore retail channels
    • Explore channel management concepts
    • Lab: create a discount product
    • Explore distributed order management (DOM)
    • Explore product assortments
    • Lab: create a product assortment
    • Explore customer management with loyalty programs and clienteling
    • Explore how Dynamics 365 Commerce uses Dynamics 365 Customer Insights
    • Explore how Dynamics 365 Commerce provides centralized retail data management
    • Knowledge check
    • Summary
  • Module 3: Explore Microsoft Dynamics 365 Fraud Protection
    • Introduction
    • Explore how Dynamics 365 Fraud Protection reduces fraud losses and increases bank acceptance rates
    • Explore how Dynamics 365 Fraud Protection prevents account compromise
    • Explore how Dynamics 365 Fraud Protection provides actionable insights about return and discount anomalies
    • Knowledge check
    • Summary

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