81210 Point of Sale in Microsoft Dynamics 365 for Retail

Продолжительность: 2 дня(16 ак.часов)
Стоимость очного обучения: 35700 руб.

Другие формы обучения:

Расписание  тренингов

34000 руб.

81210 Point of Sale in Microsoft Dynamics 365 for Retail

Длительность курса 16 ак. часов, 2 дня


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 assessment Microsoft Dynamics 365 for Retail.

What are the goals for this course?

  • 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
  • General knowledge of Microsoft Windows
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Retail
  • Basic knowledge of retail processes and procedures

What are the prerequisites to consume this course?

Module 01: POS Basic Navigation

  • Retail and Commerce Mobility
  • Retail POS Terminology and Concepts
  • Retail and Commerce Interfaces
  • Home Screen

Module 02: Day in the Life of a Cashier

  • POS Login and Password Reset
  • Time Clock
  • Tender Process
  • Void Transactions
  • Returns
  • Gift Cards
  • Loyalty Process
  • Inventory Lookup

Module 03: Day in the Life of a Store Manager

  • Shift Operations
  • Drawer Operations
  • Opening Procedures
  • Tender Processes
  • Overrides
  • Closing Procedures
  • Safe and Bank Drops
  • X and Z Reports
  • Income and Expense Accounts

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

  • Picking and Receiving
  • Look Up Inventory Items in the POS
  • Stock Counts
  • Disassemble a Kit at the POS

Module 05: POS Reports and Analytics

  • Reports Overview
  • Workspaces
  • PowerBI in Retail

По окончании курса всем слушателям, успешно освоившим материал выдается международный сертификат Microsoft.

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