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Microsoft

Set up and manage B2B e-commerce in Dynamics 365 Commerce

Microsoft via Microsoft Learn

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Overview

  • Module 1: This module introduces the concepts, information, and processes for the e-commerce site that relates to the business-to-business processes in Dynamics 365 Commerce.

    In this module, you will:

    • Review Dynamics 365 Commerce concepts.
    • Discover Dynamics 365 Commerce, e-commerce, and business-to-business concepts.
    • Learn about the module library.
    • Learn about the content management system.
    • Review digital asset management.
  • Module 2: Learn how to set up business-to-business functionality for your existing e-commerce site.

    In this module, you will:

    • Review site-level settings for B2B e-commerce.
    • Create business partner sign-up pages.
    • Learn about account management landing pages.
    • Create and set up customer balance pages, order template pages, and invoice pages.
    • Discover how to add business partner users.
    • Learn how to add modules to various pages for bulk purchase options and cart pages.
  • Module 3: Learn to manage business-to-business partners and customer hierarchies in Dynamics 365 Commerce.

    In this module, you'll:

    • Enable B2B e-commerce.
    • Learn about customer hierarchy entities.
    • Learn about the orientation process for business partners.
    • Review how to manage business partners by using customer hierarchies.
    • Review how to manage business partners on the B2B e-commerce website.
  • Module 4: Learn how you can manage bulk and repeat orders with other businesses in Dynamics 365 Commerce.

    In this module, you will:

    • Learn how to place bulk orders in a B2B e-commerce website.
    • Learn how to place orders quickly on a B2B e-commerce website.
    • Discover invoicing concepts for business partners on a B2B e-commerce website.
    • Learn how to set up customer account payment methods for business partners on B2B e-commerce sites.
    • Learn about setting up product quantity limits for B2B e-commerce sites.
  • Module 5: Learn about Commerce catalogs that you can use to share groups of products and pricing across your business-to-business online stores.

    In this module, you will:

    • Learn about the Commerce catalogs for B2B sites.
    • Review how to set up Commerce catalogs for B2B sites.
    • Review the Catalog picker module in the B2B site builder.
  • Module 6: Organizations can use price groups to share sales agreement pricing and catalog-specific pricing between all business partners on their e-commerce site.

    In this module, you will:

    • Review price groups and how they work in Dynamics 365 Commerce.
    • Manage price groups, sales agreements, and discounts for business partners for B2B e-commerce.
    • Manage catalog-specific pricing for business partners for B2B e-commerce.
    • Create a pricing group and share it with all users of a business partner.

Syllabus

  • Module 1: Module 1: Get started with B2B e-commerce in Dynamics 365 Commerce
    • Introduction
    • Concepts and terminology
    • Module library
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Set up B2B e-commerce in Dynamics 365 Commerce
    • Introduction
    • Site-level settings
    • Create business partner sign-up pages
    • Account management landing page
    • Create and set up customer balance pages and modules
    • Create order template pages
    • Add business partner users
    • Create invoice pages
    • Add a quick order module to the cart page
    • Add a bulk purchase module to a product details page
    • Exercise - Create an account management landing page
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Manage B2B business partners and customer hierarchies in Dynamics 365 Commerce
    • Introduction
    • Enable B2B e-commerce
    • Manage business partners on B2B websites
    • Manage business partner users
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Manage orders for B2B e-commerce in Dynamics 365 Commerce
    • Introduction
    • Place orders
    • Manage invoices
    • Set up payment methods
    • Set up product quantity limits
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Commerce catalogs for B2B e-commerce in Dynamics 365 Commerce
    • Introduction
    • Catalog setup, processing, and flow
    • Configuration
    • Validation
    • Approve the catalog
    • Publish the catalog
    • Add a catalog to a B2B e-commerce site
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Price management for B2B e-commerce in Dynamics 365 Commerce
    • Introduction
    • Price groups for B2B scenarios
    • Catalog-specific pricing
    • Other pricing and discounts for business partners
    • Exercise – Set up a catalog to control product pricing
    • Check your knowledge
    • Summary

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