80719 - Retail Call Center in Microsoft Dynamics AX 2012 R3 CU8 MB6-701 (2 Days)

Code: 80719
Course duration: 2 days
Location Period
Palm Beach County Florida (Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Greenwich, Connecticut (Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Attend Online
12-14 09:00AM to 12-15 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Attend Online
01-11 09:00AM to 01-12 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Mid-Town New York City (Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Attend Online
02-15 09:00AM to 02-16 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Attend Online
03-15 09:00AM to 03-16 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll

80719 - Retail Call Center in Microsoft Dynamics AX 2012 R3 MB6-701 (2 Days)

Description

​This learning course provides students with the necessary tools and resources to learn about the features and functionality that are completed in the Call Center module.

This course helps prepare you for exam MB6-701

Contents

Module 1: Overview      

Lesson 1:  Features and Architecture      

Lesson 2:   Terminology and Concepts    

Lesson 3:    Interfaces   

Lesson 4:    Technology and Architecture              

Lesson 5:    Enhancements          

Lesson 6:   Course Coverage       

MODULE 1 KEY TAKE AWAY        

Module 2: Call Centers and Catalogs       

Lesson 1:  Configure Call Centers              

Lesson 2:   Add Channel Users   

Lesson 3:   Email Notifications    

Lesson 4:   Process Delivery Modes         

Lesson 5:   Catalogs        

Lesson 6:  Source Codes 22

Lesson 7:   Target Market            

Lesson 8:   Catalog Pages             

Lesson 9:  Script Setup  

Lesson  10:  Using Scripts             

Lesson  11:   Call Center Parameters       

MODULE 2 KEY TAKE AWAY        

MODULE PRACTICE        

Practice Module 2 Scenario 1: Update a Catalog

Practice Module 2 Scenario 2:  Create a Target Market and Source Code for a Catalog      

Practice Module 2 Scenario 3:  Define Telesales Scripts for Catalog and Products

Module 3: Pricing and Discounts               

Lesson 1:  About Pricing and Discounting              

Lesson 2:   Price Groups

Lesson 3:   Create Coupons         

Lesson 4:  Apply Coupons to an Order    

Lesson 5:   Margin Alerts Setup 

Lesson 6:   Price Overrides Setup              

Lesson 7:   Price Details 

MODULE 3 KEY TAKE AWAY        

MODULE PRACTICE        

Practice Module 3 Scenario 1:   Define Promotional Pricing for a Catalog

Practice Module 3 Scenario 2:   Create a Coupon and Use it on a Sales Order        

Module 4:  Customer Management        

Lesson 1:   Full Text Search          

Lesson 2:    Customer Service     

Lesson 3:    Create Customers    

Lesson 4:    Duplicate Checking  

Lesson 5:    Merging and Unmerging Customers

Lesson 6:    Cases and Hot Alerts

Lesson 7:    Change of Address File Support          

MODULE 4 KEY TAKE AWAY        

MODULE PRACTICE        

Practice Module 4 Scenario 1:   Create a Customer through Customer Service      

Module 5: Retail Product Management 

Lesson 1: Product Creation Process         

Lesson 2:   Product Types            

Lesson 3:   Up-Sell/Cross-Sell     

Lesson 4:   Supplementary Items              

Lesson 5:   Gift Cards     

MODULE 5 KEY TAKE AWAY        

Module 6: Sales Order Management      

Lesson 1:  Customer Search        

Lesson 2:   Item Search 

Lesson 3:   Detailed Statuses      

Lesson 4:   Sales Order Header View and Line View          

Lesson 5:   Additional Information           

Lesson 6:    Order Notes

Lesson 7   Sales Order Access     

Lesson 8:  Sales Order Cancellation          

Lesson 9:    Price Matching          

Lesson10:    Sales Order History Purge   

Lesson 11:    Order Events           

MODULE 6 KEY TAKE AWAY        

MODULE PRACTICE        

Practice Module 6 Scenario 1:   Create a New Call Center Sales Order and Accept Payments          

Practice Module 6 Scenario 2:   Add Notes to an Order   

Module 7: Payment Management           

Lesson 1:    Payment Methods  

Lesson 2:     Credit Card Processor Setup

Lesson 3:     Create Payments on Sales Orders     

Lesson 4:    Payment Statuses    

Lesson 5:    Prepayments             

Lesson 6:    Installment Billing     

Lesson 7:    Set Up Installment Plans        

Lesson 8:    Add Installments to a Sales Order      

Lesson 9:    Periodic Processes for Installment Billing        

Lesson 10:    Credit Card Workbenches  

Lesson 11:    Refund Check Workbenches             

Lesson 12:   Set Up and Use Check Holds

Lesson 13:    Set Up and Use Over/Under Payment Checking       

Lesson 14:    Set Up and Use Credit Limit Checking            

Lesson 15:    Payment History    

MODULE 7 KEY TAKE AWAY        

MODULE PRACTICE        

Practice Module 7 Scenario 1:   Create a Call Center Channel       

Practice Module 7 Scenario 2:   Set Up and Use Check Holds         

Module 8:  Returns and RMAs   

Lesson 1:  About Returns and RMAs      

Lesson 2:  Parameters

Lesson 3:  Create an RMA         

Lesson 4:  Process RMAs in the Warehouse       

MODULE 8 KEY TAKE AWAY        

Module 9 :  Continuity Programs              

Lesson 1:   About Continuity Programs   

Lesson 2:   Parameters  

Lesson 3:   Continuity Programs Process

Lesson 4:   Continuity Updates Form       

Lesson 5:   Create Sales Orders with Continuity  

Lesson 6:   Continuity Processes

MODULE 9 KEY TAKE AWAY        

MODULE PRACTICE        

Practice Module 9 Scenario 1:   Create a Continuity Program        

Practice Module 9 Scenario 2:   Create Sales Orders with Continuity         

Module 10 :  Order Holds             

Lesson 1:   Codes             

Lesson 2:   Reason Codes             

Lesson 3:   Parameters  

Lesson 4:   About Fraud Rules    

Lesson 5:   Create Static Data for Fraud Checking               

Lesson 6:   Create Variables for Fraud Checking  

Lesson 7:   Create Conditions for Fraud Checking

Lesson 8:   Create Rules for Fraud Checking         

Lesson 9:   Place an Order on Hold Manually       

Lesson 10:   Sales Order Holds Workbench           

Lesson 11:   About Clearing Holds             

Lesson 12:   Checking Holds In and Out  

MODULE 10 KEY TAKE AWAY      

MODULE PRACTICE        

Practice Module 10 Scenario 1:   Create an Order Hold and Apply it to an Order  

Practice Module 10 Scenario 2:  Create a Fraud Rule        

Module 11 :  Direct Delivery       

Lesson 1:   About Direct Delivery              

Lesson 2:   Configure Products for Direct Delivery             

Lesson 3:   Parameters  

Lesson 4:    Create a Sales Order for Direct Delivery          

Lesson 5:   Workbench  

Lesson 6:   Confirming Direct Delivery Purchase Orders  

Lesson 7:   Partially Processing Direct Delivery Shipments              

Lesson 8:   Fully Processing Direct Delivery Shipments    

MODULE 11 KEY TAKE AWAY      

MODULE PRACTICE        

Practice Module 11 Scenario 1:   Create and Process a Direct Delivery Order         

Module 12 :  Picking Workbench              

Lesson 1:   About the Picking Workbench Process             

Lesson 2:    Picking Setup             

Lesson 3:   Create Workbench Profiles   

Lesson 4:    Generate Picking Lists            

Lesson 5:   Work with Generate Picking Workbench Sessions       

MODULE 12 KEY TAKE AWAY      

MODULE PRACTICE        

Practice Module 12 Scenario 1:   Create a Workbench Profile       

Practice Module 12 Scenario 2:   Run a Picking Workbench           

Module 13 :  Reporting and Inquiries      

Lesson 1:   Customer Item Statistics

Lesson 2:    About RFM Scoring  

Lesson 3:   Configure RFM Analysis          

Lesson 4:    Expired Credit Cards for Open Orders Report

Lesson 5:   Direct Delivery Report             

Lesson 6:   Catalog Requests      

Lesson 7:   Price Override Report              

Lesson 8:   Order Hold Report    

Lesson 9:   Backorders Reporting              

Lesson 10:   Coupon Report        

MODULE 13 KEY TAKE AWAY      

Module 14 :       

Lesson 1:   Retail Vision

Lesson 2:    Call Center Key Points            

Lesson 3:   Call Center Module in AX       

MODULE 14 KEY TAKE AWAY      

 

 

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online
2017-11-27 08:00 to 2017-12-01 17:15
Attend Online

Course Reviews

No reviews found for this course.

Be the first to write a review