Description

Introduction
This training provides a comprehensive understanding of retail capabilities in Microsoft Dynamics 365 Finance & Operations, covering end-to-end retail processes from headquarters to store operations and omnichannel fulfillment. Participants learn how to configure, manage, and optimize retail operations using integrated finance, supply chain, and commerce features.

Prerequisites

• Basic understanding of retail business processes

• Familiarity with ERP concepts

• Fundamental knowledge of Microsoft Dynamics 365 Finance & Operations

• Understanding of inventory and supply chain basics is beneficial

Table of Contents

1. Overview of Dynamics 365 F&O Retail
   1.1 Retail Architecture and Components
   1.2 Retail Business Models and Channels

2. Retail Organization and Setup
   2.1 Legal Entities, Operating Units, and Stores
   2.2 Retail Hierarchies and Roles

3. Product and Merchandising Management
   3.1 Product Master, Variants, and Assortments
   3.2 Category Management and Merchandising

4. Pricing and Promotions
   4.1 Trade Agreements and Price Groups
   4.2 Discounts, Promotions, and Loyalty Programs

5. Inventory and Supply Chain Integration
   5.1 Inventory Tracking and Replenishment
   5.2 Warehousing and Distribution for Retail

6. Store Operations and POS
   6.1 POS Configuration and Store Processes
   6.2 Cash Management and Shift Operations

7. Omnichannel Retail Operations
   7.1 Order Management and Fulfillment
   7.2 Click-and-Collect and Ship-from-Store

8. Retail Financial Management
   8.1 Retail Accounting and Posting
   8.2 Financial Reconciliation and Reporting

9. Analytics and Retail Insights
   9.1 Retail Reports and KPIs
   9.2 Power BI Integration for Retail

10. Security, Compliance, and Best Practices
    10.1 Retail Security Roles
    10.2 Operational Best Practices

This training equips learners with practical skills to manage and optimize retail operations using Dynamics 365 F&O. Participants gain the expertise needed to support modern, scalable, and omnichannel retail environments.