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MB6-897/81210: Point of Sale in Microsoft Dynamics 365 for Retail


This course describes the Point of Sale in Microsoft Dynamics 365 for Retail. It starts by reviewing the basic fundamentals of the point of sale and navigating around it. It then walks through how to actually use the POS as a cashier, a store manager, and a store inventory manager, describing and demonstrating the different activities associated with these roles. Finally, the course reviews the point of sale reports that are available and Power BI capabilities in retail.

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
  • Review POS features and architecture
  • Discuss POS terminology and concepts
  • Review the interfaces of Dynamics 365 for Retail POS
  • Look at basic POS navigation
  • Review point of sale (POS) login and password reset
  • Cover shift operations
  • Describe time clock procedures
  • Demonstrate tender processes
  • Walk through voiding operations
  • Demonstrate returns process
  • Walk through gift card transactions
  • Explain loyalty program processes
  • Look at how to perform an inventory lookup
  • Review POS shift operations
  • Show daily drawer operations
  • Demonstrate manager opening processes
  • Review tender processes
  • Explain manager override permissions
  • Describe manager closing processes
  • Cover income and expense accounts
  • Demonstrate picking and receiving process
  • Walk through how to lookup inventory
  • Describe stock counts
  • Review Disassemble kits in POS
  • Explain retail report relationships
  • Review retail report parameters
  • Look at the types of retail reports available
  • Walk through available workspaces
  • Cover Microsoft Dynamics Power BI capabilities

Module 01: POS Basic Navigation

  • Retail and Commerce Mobility
  • Retail POS Terminology and Concepts
  • Retail and Commerce Interfaces
  • Home Screen
  • Demo: Navigating POS

Module 02: Day in the Life of a Cashier

  • POS Login and Password Reset
  • Demo: Log in to the Device
  • Demo: Open, Suspend, Resume, and Close a Shift
  • Time Clock
  • Demo: Clock In and Out
  • Tender Process
  • Demo: Create a Sale with Cash, Card, and Other Currency
  • Void Transactions
  • Demo: Void a Transaction, Item, and Payment
  • Returns
  • Demo: Return a Product and Create a Change Order
  • Gift Cards
  • Demo: Perform Gift Card Actions
  • Loyalty Process
  • Demo: Add a Loyalty Card to a Transaction and Check the Card Balance
  • Inventory Lookup
  • Demo: Look up Item Inventory

Module 03: Day in the Life of a Store Manager

  • Shift Operations
  • Demo: Close, Blind Close, and Suspend a Shift
  • Drawer Operations
  • Opening Procedures
  • Demo: Declare a Starting Amount
  • Tender Processes
  •  Demo: Perform a Tender Removal and a Float Entry
  • Overrides
  • Demo: Perform Tax and Price Overrides
  • Closing Procedures
  • Demo: Perform a Tender Declaration
  • Safe and Bank Drops
  • Demo: Perform a Bank and Safe Drop
  • X and Z Reports
  • Demo: Print the X and Z Reports
  • Income and Expense Accounts
  • Demo: Perform Income and Expense Transactions

Module 04: Day in the Life of a Store Inventory Manager

  • Picking and Receiving
  • Demo: Create a Purchase Order from Headquarters to the Store
  • Look Up Inventory Items in the POS
  • Demo: Perform an Inventory Lookup
  • Stock Counts
  • Demo: Perform a Manual Stock Count
  • Disassemble a Kit at the POS
  • Demo: Disassemble a Kit at the POS

Module 05: POS Reports and Analytics

  • Reports Overview
  • Workspaces
  • PowerBI in Retail
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