80716: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 MB6-701 (2 Days)

Code: 80716
Course duration: 2 days
Price:

80716: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 MB6-701 (2 Days) 

Description

This course provides students with the necessary tools and resources to learn about the features and functionality that are completed in the Microsoft Dynamics AX rich client and are typically done by corporate or headquarters personnel. This course is the starting point for implementing a new retail channel whether it be a retail store, online store, or call center.

This course helps prepare you for exam MB6-701.

Module 1: Overview

Lesson 1: Module Overview

Lesson 2:  Features and Architecture

Lesson 3:  Terminology and Concepts

Lesson 4:  Interfaces

Lesson 4:  Technology and Architecture

Lesson 5:  Enhancements

Lesson 6:  Course Coverage

Module 1 Key Take Away

Module 2: Organizational Model

Lesson 1: Organization Modeling Features

Lesson 2:  Concepts and Definition

Lesson 3:  Internal Organizations and Organization Hierarchy Demonstration

Show Me:

Lesson 4:  Organization Purposes

Show Me:

Module 2 Key Take Away

Test Your Knowledge Module 2

Test Your Knowledge Answers

Module 2

Module 3: Retail Channels

Lesson 1: Retail Channels

Lesson 2:  Organization Hierarchy

Lesson 3:  Brick and Mortar Stores

Lesson 4:  Create a Retail Store

Show Me:

Lesson 5:  Online Stores

Show Me:

Lesson 6:  Call Centers

Show Me:

Module 3 Key Take Away

Module Practice

Practice Module 3 Scenario 1: Create a Retail Store

Practice Module 3 Scenario 2: Create a Call Center Channel

Test Your Knowledge Module 3

Test Your Knowledge Answers

Module 3.

Module 4: Store Locator

Lesson 1: About Store Locators

Lesson 2:  Setup

Show Me:

Module 4 Key Take Away

Module Practice

Practice Module 4 Scenario 1: Create a Store Locator Group

Test Your Knowledge Module 4

Test Your Knowledge Answers

Module 4

Module 5: Info Codes

Lesson 1: About Info Codes

Lesson 2:  Set up Infocodes and Subcodes

Show Me:

Lesson 3:  Assigning Info Codes

Show Me:

Lesson 4:  Translating Info Codes

Lesson 5:  Grouping Info Codes

Show Me:

Module 5 Key Take Away

Module Practice

Practice Module 5 Scenario 1: Create an Info Code

Test Your Knowledge Module 5

Test Your Knowledge Answers

Module 5

Module 6: Retail Parameters

Lesson 1: Set up Retail Parameters

Show Me:

Lesson 2:  Set up Scheduler Parameters

Lesson 3:  Set up Shared Retail Parameters

Module 6 Key Take Away

Module Practice

Practice Module 6 Scenario 1: Verify Retail Schedule Parameters

Test Your Knowledge Module 6

Test Your Knowledge Answers

Module 6

Module 7: Sales Tax

Lesson 1: Concepts

Lesson 2:  Scenarios

Lesson 3:  Conceptual Model

Lesson 4:  Setup Process

Lesson 5:  Sales Tax Overrides

Lesson 6:  Retail Channel Tax Settings

Module 7 Key Take Away

Module Practice

Practice Module 7 Scenario 1: Set up Sales Tax for a Retail Store

Test Your Knowledge Module 7

Test Your Knowledge Answers

Module 7

Module 8: Payment Methods

Lesson 1: Payment Types

Lesson 2:  Card Setup

Lesson 3:  Set Up Retail Channel Payment Methods

Module 8 Key Take Away

Module Practice

Practice Module 8 Scenario 1: Set up Payment Methods

Test Your Knowledge Module 8

Test Your Knowledge Answers

Module 8

Module 9: Retail POS Setup

Lesson 1: Setup Overview

Lesson 2:  Offline Profiles

Lesson 3:  Functionality Profiles

Lesson 4:  Receipt Profiles and Formats

Lesson 5:  Hardware Profiles

Lesson 6:  Visual Profiles

Lesson 7:  Email Notification Profiles

Module 9 Key Take Away

Module Practice

Practice Module 9 Scenario 1: Create a New Visual Profile

Test Your Knowledge Module 9

Test Your Knowledge Answers

Module 9

Module 10: Retail POS Design

Lesson 1: About POS Design

Lesson 2: POS Registers (Tills)

Lesson 3:  Devices

Lesson 4:  Screen Layouts

Lesson 5:  An Enterprise POS Layout

Lesson 6:  A Modern POS Layout

Lesson 7:  Images

Lesson 8: Create Button Grids

Lesson 9: Design a New Screen Layout

Lesson 10: Keyboard Mapping

Module 10 Key Take Away

Module Practice

Practice Module 10 Scenario 1: Create Registers (Tills) and Devices

Practice Module 10 Scenario 2: Create a New Retail POS Design

Test Your Knowledge Module 10

Test Your Knowledge Answers

Module 10

Module 11: Retail Workers and Security

Lesson 1: Operations

Lesson 2: Operations (continued)

Lesson 3:  Permission Groups

Lesson 4:  Jobs

Lesson 5:  Position

Lesson 6:  Worker

Lesson 7:  Global Address Book

Lesson 8: Security Overview

Module 11 Key Take Away

Module Practice

Practice Module 11 Scenario 1: Managing Positions, Roles, and Workers for a Retail Store

Test Your Knowledge Module 11

Test Your Knowledge Answers

Module 11

Module 12: Loyalty Management

Lesson 1: Loyalty Program Overview

Show Me:

Lesson 2: Set up Loyalty Reward Points

Show Me:

Lesson 3:  Loyalty Program Setup

Lesson 4:  Loyalty Schemes

Lesson 5:  View and Manage Loyalty Cards and Transactions

Lesson 6:  Resolving Conflicting Loyalty Card Numbers

Lesson 7:  Update Loyalty Card Tiers

Lesson 8: Process Offline Loyalty Transactions

Module 12 Key Take Away

Module Practice

Practice Module 12 Scenario 1: Create a New Loyalty Scheme

Practice Module 12 Scenario 2: Issue a Loyalty Card and Adjust Loyalty Rewards

Practice Module 12 Scenario 3: Assign Price Groups to Loyalty Program Tiers

Test Your Knowledge Module 12

Test Your Knowledge Answers

Module 12

Module 13: Gift Cards

Lesson 1: About Gift Cards

Show Me:

Lesson 2: Setup

Show Me:

Lesson 3:  View and Manage Gift Cards

Module 13 Key Take Away

Module Practice

Practice Module 13 Scenario 1: Sell a Gift Card

Test Your Knowledge Module 13

Test Your Knowledge Answers

Module 13

Module 14: Retail Periodic

Lesson 1: Online Store Transactions

Show Me:

Lesson 2: Send E-Mail

Show Me:

Lesson 3: Retail POS Redeployment

Lesson 4: Data Distribution

Module 14 Key Take Away

Module Practice

Practice Module 14 Scenario 1: Perform an Online Store Transaction

Practice Module 14 Scenario 2: Create and Send an Email Receipt

Test Your Knowledge Module 14

Test Your Knowledge Answers

Module 14

Module 15: Retail Inquiries

Lesson 1: Retail Channel Transactions

Show Me:

Lesson 2: Retail Sales

Show Me:

Lesson 3: Shifts

Lesson 4: Commerce Data Exchange

Module 15 Key Take Away

Test Your Knowledge Module 15

Test Your Knowledge Answers

Module 15

Module 16: Journals

Lesson 1: Open Statements

Show Me:

Lesson 2: View Posted Statements

Show Me:

Lesson 3: Batch Process for Statements

Module 16 Key Take Away

Test Your Knowledge Module 16

Test Your Knowledge Answers

Module 16

Module 17: Reports

Lesson 1: Retail Reports

Show Me:

Lesson 2: Channel Reports Configuration

Show Me:

Lesson 3: Retail Store Metrics

Lesson 4: Gross Margin Return on Inventory Investment Reports

Lesson 5: Performance by Terminal

Lesson 6: Top 10 (Operating Unit) OU Performers in Current Year

Lesson 7: Sales Comparison Year Over Year by Operating Unit

Lesson 8: Retail Analytics with Built in Cubes and Excel

Lesson 9: Power View Reports

Lesson 10: Transactions

Module 17 Key Take Away

Test Your Knowledge Module 17

Test Your Knowledge Answers

Module 17

Module 18: Course Review

Lesson 1: Retail Vision

Lesson 2: Retail Key Points

Lesson 3: Retail Module in AX

Module 18 Key Take Away

 
 

 

Course Reviews

No reviews found for this course.

Be the first to write a review