Description

Introduction
This training focuses on mastering store operations, POS functionality, and commerce management in Microsoft Dynamics 365 Finance & Operations Retail. It enables learners to configure, operate, and optimize in-store and omnichannel retail processes using modern commerce and POS capabilities.

Prerequisites

• Basic knowledge of retail operations

• Understanding of ERP concepts

• Familiarity with Dynamics 365 Finance & Operations fundamentals

• Exposure to POS or store systems is an advantage

Table of Contents

1. D365 F&O Retail and Commerce Overview
   1.1 Retail and Commerce Architecture
   1.2 Channels, Stores, and Devices

2. Store Setup and Configuration
   2.1 Store Hierarchies and Organization
   2.2 Workers, Roles, and Permissions

3. POS Architecture and Configuration
   3.1 Modern POS and Cloud POS Overview
   3.2 Hardware Profiles, Visual Profiles, and Layouts

4. POS Operations and Store Processes
   4.1 Sales, Returns, and Exchanges
   4.2 Cash Management, Shifts, and Registers

5. Product, Pricing, and Promotions at Store Level
   5.1 Assortments and Product Availability
   5.2 Store Pricing, Discounts, and Loyalty

6. Commerce and Omnichannel Management
   6.1 Commerce Channels and Customer Journeys
   6.2 Click-and-Collect and Endless Aisle

7. Order Management and Fulfillment
   7.1 Order Creation and Processing
   7.2 Store Pickup, Ship-from-Store, and Returns

8. Inventory Management for Stores
   8.1 Store Inventory Tracking and Adjustments
   8.2 Replenishment and Stock Transfers

9. Store Financials and Reconciliation
   9.1 Store Posting and Financial Integration
   9.2 Statements, Reconciliation, and Closing

10. Monitoring, Security, and Best Practices
    10.1 POS Security and User Controls
    10.2 Store Operations Best Practices

This course empowers participants to effectively manage stores, POS systems, and commerce operations in D365 F&O Retail, ensuring seamless transactions, optimized store performance, and enhanced customer experiences.