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MB6-897/81209: Merchandising and Inventory Management in Microsoft Dynamics 365 for Retail

This course provides information on Retail Merchandising and Catalog Management in Microsoft Dynamics 365 for Retail. It walks through all the configuration, setup, and enrichment that is done in the back office by merchandisers and purchasing people to manage a retail store on an ongoing basis. It begins by looking at the configuration of workflow, then discusses units of measure, the use of product variants, barcodes which are used to identify products and labels which can be generated and printed, as well as category hierarchies and how they are used in Microsoft Dynamics 365 for Retail. It then goes on to describe released products and catalogs including topics such as retail products, mass updates, catalogs, up-selling, cross-selling, and product page layouts. The course then discusses assortments, and modes of delivery, before going on to pricing and discounts including pricing calculations, category and product pricing, affiliation pricing, and an explanation of discounts. It also covers the features of vendor catalogs, vendor sales and price margins, vendor sales price points, and vendor product numbers. Replenishment, which is used to streamline the process to send products to your retail stores to restock the shelves based on the assortment in a particular store, as well as product kits are described. Finally, the periodic functions that can be run for retail inventory management are describe and explanations and demonstrations of three key periodic functions: updating the listing status, product availability, and product relationships are provided. Throughout the course, demonstrations and practices are provided to provide more detail about different topics.

This course helps prepare you for exam  MB6-897. 

This course is intended for Application Consultant and Solution Architect

Yêu cầu cơ bản/Prerequisites:

  • General knowledge of Microsoft Windows
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Retail
  • Basic knowledge of retail processes and procedures
  • Completed course 81208: Channel Management and Corporate Operations in Microsoft Dynamics 365 for Retail
  • Discuss the features of retail workflow
  • Review the prerequisites for the workflow
  • Explore the create and configure process of retail workflow
  • Demonstrate how to activate the retail workflow
  • Demonstrate how to associate a workflow with an organization
  • Demonstrate how to monitor the status of workflows and respond to work items
  • Define unit of measure
  • Demonstrate how to set up a unit of measure
  • Demonstrate how to set up a unit of conversion
  • Demonstrate how to set up additional features
  • Describe the variant functionality
  • Explore how to set up sizes, colors, and styles
  • Assign sizes, colors, and styles to variant groups
  • Assign variant groups to a retail category
  • Assign variant groups to a product
  • Define products and create product variants
  • Review the barcode features
  • Explain barcode mask characters
  • Explain barcode masks
  • Demonstrate barcode setup
  • Demonstrate how to create and view barcodes
  • Review the label features
  • Review product labels
  • Review shelf labels
  • Examine category hierarchy types and key benefits
  • Review features and functions
  • Review attributes framework
  • Review the features for retail products
  • Set up new retail products
  • Use the mass update worksheet
  • Describe the use and purpose of catalogs
  • Create new catalogs
  • Explain how to use up-selling and cross-selling for catalog items
  • Explore product page layouts
  • Review the assortment features
  • Examine the new assortment creation process
  • Explore assortment inquiries
  • Describe how to set up an assortment scheduler
  • Set up modes of delivery
  • Add channels to delivery modes
  • Add products to delivery modes
  • Process delivery modes
  • Discuss pricing calculations
  • Review category and product pricing
  • Take a look at channel- and catalog-based pricing
  • Cover affiliation pricing
  • Review price adjustments
  • Describe how discounts work
  • Walk through creating discounts
  • Describe the features of vendor catalogs
  • Configure vendor sales and price margins
  • Create vendor sales price points
  • Define vendor product numbers
  • Review the use and setup of replenishment hierarchies
  • Discuss replenishment rules
  • Set up replenishment service categories
  • Discuss the replenishment process and key concepts
  • Describe the cross docking feature
  • Demonstrate cross docking for a purchase order
  • Describe the buyer’s push process
  • Demonstrate use of the buyer’s push for a purchase order
  • Discuss product kit features
  • Review the setup for product kits
  • Assemble and disassemble product kits
  • Review the periodic jobs for merchandising and inventory management
  • Update the listing status for online stores
  • Update product availability
  • Set up and use related products

Module 01: Workflow Configuration

  • Workflow Features
  • Retail Workflow Prerequisites
  • Create and Configure a Workflow
  • Demo: Create a New Workflow
  • Monitor and Manage the Workflow in an Organization
  • Demo: Monitor and Manage a Workflow in an Organization

Module 02: Units of Measure

  • Definition of Unit of Measure
  • Create a Unit of Measure
  • Demo: Create Units of Measure with the Wizard and Manually

Module 03: Using Product Variants

  • Overview of Variants
  • Demo: Create Product Dimension Values
  • Set up Dimension Groups
  • Demo: Create a Product Dimension Group
  • Create Retail Categories
  • Demo: Create a Retail Category
  • Product Setup

Module 04: Barcodes and Labels

  • Overview of Barcodes
  • Barcode Mask Characters
  • Barcodes Setup
  • Demo: Create a Barcode Setup
  • Labels
  • Product Label Features
  • Demo: Review the Retail Shared Parameters for Labels

Module 05: Category Hierarchies

  • Category Hierarchy Types
  • Key Benefits
  • How to Manage a Category Hierarchy
  • Demo: Manage the Retail Product Hierarchy Form
  • Retail Product Hierarchy
  • Attributes Framework
  • Demo: Create and Assign an Attribute and Create an Attribute Category

Module 06: Released Products and Catalogs

  • Typical Products
  • Product Setup Process
  • Demo: Add Products and Variants to a Product Master
  • Mass Update Worksheet
  • Demo: Create a Mass Update Worksheet
  • Catalogs Overview
  • Attribute Enrichment
  • Demo: Add Attributes to a Retail Channel and Send Using the Distribution Schedule
  • Bulk Edit in Excel
  • Catalog Setup Process
  • Catalog Approval Flow
  • Demo: Create, Review, and Publish a Catalog
  • Set Up Up-Selling and Cross-Selling
  • Demo: Setting up Up-Selling and Cross-Selling
  • Catalog Product Page Layouts
  • Catalog Area Analysis
  • Demo: Define Page Positions and Types
  • Catalog Source Codes
  • Demo: Set up Parameters, List Types, List Brokers, and Rental Types

Module 07: Assortments

  • Features
  • Prerequisite Setup
  • Demo: Create an Assortment
  • View Assortments
  • Demo: View Assortment by Store or Channel
  • Assortments Scheduler
  • Demo: Set up an Assortment Scheduler

Module 08: Modes of Delivery

  • Demo: Set up Modes of Delivery and Add Channels and Products
  • Process Modes of Delivery
  • Demo: Process Delivery Modes

Module 09: Pricing and Discounts

  • Price Calculation Overview
  • Category Pricing Rules
  • Demo: Create a Category Pricing Rule
  • Setting Prices in Channel
  • Demo: Create a Mix and Match Discount
  • Demo: Create a Periodic Discount and Send Updates
  • Catalog Pricing
  • Demo: Set up Catalog Pricing
  • Set up Affiliation Pricing
  • Demo: Create an Affiliation
  • About Price Adjustments
  • Demo: Create a New Price Adjustment
  • Retail Discount Type
  • Create a Discount
  • Mix and Match Discount Setup
  • Demo: Create a Quantity Discount
  • Create Threshold Discounts
  • Demo: Create a Threshold Discount

Module 10: Vendor Catalogs

  • Define Vendor Sales and Price Margins
  • Demo: Set up the Vendor Price Margin
  • Define Vendor Sales Price Point
  • Demo: Create Vendor Sales Price Points
  • Define the Vendor Product Number
  • Demo: Create a Vendor Product Number

Module 11: Replenishment Setup

  • Replenishment Hierarchies
  • Demo: Set up Replenishment Hierarchies
  • Replenishment Rules
  • Demo: Create a Replenishment Rule
  • Service Categories
  • Demo: Create Service Categories

Module 12: Replenishment Processing

  • Replenishment Overview
  • Cross-Docking Overview
  • Demo: Use Cross-Docking to Distribute Products
  • Buyer's Push Overview
  • Demo: Use Buyer's Push to Distribute Products

Module 13: Product Kits

  • Product Kit Features
  • Kit Setup
  • Demo: Create a Product Kit and Release
  • Assemble and Disassemble
  • Demo: Create an Assembly Kit from a Product Order

Module 14: Periodic Functions for Inventory Management

  • Retail Periodic Functions
  • Update Listing Status
  • Demo: Update Listing Status
  • Product Availability
  • Demo: Run the Product Availability Job
  • Product Relationships
  • Demo: Create Relationship Types and Work with Related Products
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