- 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.
Overview
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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