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Microsoft

Configure and work with omnichannel prerequisites in Dynamics 365 Commerce

Microsoft via Microsoft Learn

Overview

  • Module 1: Configuration of omnichannel prerequisites enables successful transactions in commerce channels.
  • In this module, you will:

    • Learn about the general configuration prerequisites for Dynamics 365 Commerce channels and how to configure them.
  • Module 2: Hierarchy types in Dynamics 365 Commerce are used for merchandising, pricing, promotions, reporting, and assortment planning.
  • In this module, you will:

    • Discover organization and product hierarchy types and their key benefits.
    • Learn how to manage and configure organization hierarchy and product hierarchy.
  • Module 3: Dynamics 365 Commerce is an end-to-end merchandising solution that can be used to manage the product life cycle from creation to maintenance, distribution, and publishing through Commerce channels.
  • In this module, you will:

    • Learn about end-to-end merchandising in Dynamics 365 Commerce.
    • Discover how to configure Commerce products.
    • Create catalogs and manage product images.
    • Learn how to work with attributes and assortments.
  • Module 4: Dynamics 365 Commerce has an omnichannel pricing engine that can be used across all Commerce channels.
  • In this module, you will:

    • Learn about sales price and price adjustments.
    • Learn about the retail pricing engine and its specifics.
    • Learn how to configure price groups.
    • Discover and work with retail discount types.
    • Learn about price reports.
    • Learn how to use the Dynamics 365 Commerce pricing engine to create a sales quote in Dynamics 365 Sales.

Syllabus

  • Module 1: Configure omnichannel prerequisites in Dynamics 365 Commerce
    • Introduction
    • Initialize seed data in Commerce
    • Configure Commerce parameters
    • Configure distribution schedules
    • Configure a retail warehouse
    • Configure payment methods
    • Omnichannel support for incremental payment capture
    • Dynamics 365 payment connector for PayPal
    • Set up the payment connector in Commerce
    • Configure modes of delivery
    • Configure info codes
    • Exercise - Schedule a distribution job
    • Exercise - Create and trigger an info code when an item is voided in the POS
    • Exercise - Assign a payment method to a retail channel
    • Exercise - Create a warehouse for a Commerce channel
    • Check your knowledge
    • Summary
  • Module 2: Manage retail hierarchies in Dynamics 365 Commerce
    • Introduction
    • Organizational hierarchies and purposes
    • Category and product hierarchies
    • Create product hierarchies and assign products
    • Exercise - Add products to supplemental hierarchies
    • Check your knowledge
    • Summary
  • Module 3: Work with merchandising in Dynamics 365 Commerce
    • Introduction
    • Product management
    • Product categories
    • Product attributes
    • Product assortments and catalogs
    • Retail product kits
    • Manage product images
    • Exercise - Create an assortment, add a product category, and exclude an item
    • Exercise - Create a product attribute and assign it to the product hierarchy
    • Check your knowledge
    • Summary
  • Module 4: Manage retail pricing in Dynamics 365 Commerce
    • Retail sales price
    • Retail price groups
    • Trade agreement pricing
    • Use the Commerce pricing engine to create a sales quote in Dynamics 365 Sales
    • Price adjustments
    • Retail discount types
    • Discount prioritization
    • Pricing priorities
    • Work with price reports
    • Exercise - Set the base price and create a customer-specific trade agreement
    • Exercise - Create trade agreements by using category price rules
    • Exercise - Test prices by using the Price simulator
    • Check your knowledge
    • Summary

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