Microsoft Dynamics AX 2012 R3 Retail

Code: MB6-701

Exam MB6-701 - Microsoft Dynamics AX 2012 R3 Retail

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Setup and configure organizational parameters (15-20%)

  • Model an organization
    • Create models of organizations; create and modify organization hierarchies; create and modify an operating unit; apply best practices to organizational models
  • Configure retail parameters
    • Create and configure a retail workflow; manage reason and sub codes; manage operating units; define retail parameters; setup sales tax; define payment methods
  • Integrate stores
    • Configure Commerce Data Exchange services; configure the async server profile; work with channels; setup up store locator
  • Manage retail channels
    • Build an online store; configure social and marketplace integration; integrate a call center; create a warehouse; create retail stores

Setup and configure point of sale (POS) (15-20%)

  • Perform POS setup
    • Setup POS profiles (hardware, visual, receipt, etc.); build the POS to support mobile and tablet systems; configure POS extensibility features; determine the database connection status
  • Configure POS terminals
    • Configure a receipt format; setup keyboard mappings; configure POS permission groups; create screen layouts that use button grids and images; configure drawer operations; customize POS buttons
  • Configure barcodes and labels
    • Create barcodes for specific products, print shelf labels, create barcode masks, view the barcode for a specific product

Setup and configure products (15-20%)

  • Configure basic product parameters
    • Create a product; modify a product’s attributes; create a product master or variant; implement product translations, create, assemble, and sell kits
  • Build product category hierarchies
    • Create a category hierarchy; maintain the hierarchy; bulk edit a category; create a virtual catalog
  • Manage pricing discounts
    • Apply a discount period; give quantity discounts; discount products based on catalogs; adjust prices
  • Release products
    • Look up price list, discounts, sales transactions of a product; link products; check the product
  • Connect vendor information to products
    • Setup price margin on a product; determine the price point of a product; add vendor product numbers to a product

Manage retail operations (15-20%)

  • Manage workers
    • Setup a job; setup a worker; import user profiles; implement role-based security for retail; manage shifts
  • Report on retail information
    • Report on store metrics; generate sales reports; analyze sales; generate statements
  • Implement customer loyalty schemes and gift cards
    • Create a loyalty customer; build a customer loyalty scheme; report on customer loyalty; add products to loyalty schemes; create cross-company gift cards
  • Manage journals
    • Create a statement; calculate a statement; post a statement; configure batch processes to create statements
  • Manage inventory replenishment
    • Build replenishment rules; create and transfer orders; cross dock for product distribution; create a replenishment hierarchy

Conduct retail activities (15-20%)

  • Perform POS operations
    • Conduct a transaction; override a price; hold and recall a transaction; configure product and transaction attributes; void a transaction and payment
  • Make a customer quotation
    • Create a customer quotation; modify a customer quotation; convert a quotation to a sales order; cancel a customer quotation
  • Manage sale orders
    • Create, modify, recall and cancel a sales order; return a sale; picking up an order; change an order’s delivery method; issue credits; configure and accept deposits

Manage enterprise operations (15-20%)

  • Manage the retail transaction service
    • Configure the service connections; determine requirements for the retail transaction service; configure the retail transaction service for sales orders, sales invoices, returns, stock counting inventory, purchase orders and transfer orders
  • Perform retail operations using the enterprise portal
    • Login in to the portal; view reports for different roles; perform a stock count; receive a PO or transfer; receive and complete an order
  • Manage a call center
    • Create a sales order; provide customer service; upsell and cross-sell products; provide telesales scripts; manage payments

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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