Microsoft Dynamics Retail Management System 2.0 Store Operations

Code: 8833
Course duration: 2 days
Location Period
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Secaucus, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Palm Beach County Florida (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Greenwich, Connecticut (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Mid-Town New York City (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Newark, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Attend Online
03-15 09:00AM to 03-16 05:00PM
NYC-23rd Street (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
Northern New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
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8833: Microsoft Dynamics Retail Management System 2.0 Store Operations (2 Days)

About this Course

The 2-day Microsoft course on Retail Management System Store Operations (RMS SO) prepares students to assist customers with the installation, setup, configuration, and implementation of Store Operations. Students learn how to configure the application for retail environments consisting of one-store retail businesses or multiple-store corporations. The course focuses on the Store Operations Administrator, Manager, and Point of Sale programs, and how they are used for database setup and maintenance, inventory and customer management, and the configuration of point-of-sale registers. Students completing this course acquire a basic understanding of Store Operations functionality and capabilities.

Audience Profile

RMS SO training is recommended for Microsoft Certified Partners who plan to sell, implement, configure, consult, and/or support RMS SO. The course is targeted toward resellers who want to assist their customers with the installation, administration, implementation, and maintenance of the RMS SO application. Partners who participate in this course will gain a practical working knowledge of the application's functionality and capabilities.

Course Outline

Module 1: Store Operations Overview

This chapter provides a general overview of the RMS SO application. The functionality and capabilities of the SO components are introduced with an explanation of the features and benefits of a server-based database.


  • Store Operations Overview
  • Store Operations Components
  • Concept of a Database Server
After completing this chapter, students will be able to:
  • Briefly describe the components of SO.
  • Understand the advantages of using a server-based database (SQL Server/SQL Express) rather than a file-based database.

Module 2: Store Operations Manager

This chapter demonstrates how SO Manager handles back-office functions and activities. Store Operations Manager performs a variety of managerial tasks such as creating and printing purchase orders, entering new inventory items, and viewing/printing reports. Wizards and an efficient user interface allow merchants to accomplish complex tasks while operating in a secure environment.


  • Manager Navigation
  • Database Setup Procedures
  • Store Wide Parameters
  • Defining Departments and Categories
  • Defining Sales Taxes
  • Entering Suppliers Information
  • Defining Item Messages
  • Defining Discounts
  • Entering and Defining Items
  • Defining Account Types
  • Defining Cashiers
  • Defining Sale Reps
  • Defining Currencies
  • Defining Tender Types
  • Defining Reason Codes
  • Defining Shipping Carriers
  • Defining Receipt Formats
  • Defining Pole Displays
  • Defining Register Configurations
  • Inventory Transfers
  • Purchase Orders
  • Opening/Closing Batches
  • Printing Statements
  • Creating Labels
  • Using Reports

Module 3: Using Store Operations Point of Sale

This chapter focuses on using the Store Operations POS program to process sales transactions at the cash register. You can also process sales quotes, work orders, layaways, back orders, returns, and voids. The following topics explain POS software features, in addition to providing guidelines and ideas about how you can use them in your business.


  • Navigation in the POS Program
  • POS function Keys
  • Logging on to the POS Screen
  • Performing Sales Transactions
  • Opening/Closing your Drawer
  • Printing X Report
  • Printing Z Report
  • Creating Quotes, Orders, Back Orders, Returns, and Layaways
  • Customizing Buttons

Module 4: Administrative Tasks and Integration Options

This chapter discusses the more advanced features and tasks in Store Operations, typically reserved for the Administrator or manager of the system.


  • Security Setups
  • Offline Server mode
  • Import Utility
  • Upgrading
  • Integrations

Before attending this course, students must have:

  • A working knowledge of Windows 2000 or Windows XP.
  • Basic understanding of SQL Server.
  • Basic understanding of daily retail operations.
  • Basic understanding of retail software applications and database storage techniques.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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