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
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Lesson 4: Organization Purposes
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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
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Lesson 5: Online Stores
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Lesson 6: Call Centers
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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
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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
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Lesson 3: Assigning Info Codes
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Lesson 4: Translating Info Codes
Lesson 5: Grouping Info Codes
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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
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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
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Lesson 2: Set up Loyalty Reward Points
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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
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Lesson 2: Setup
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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
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Lesson 2: Send E-Mail
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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
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Lesson 2: Retail Sales
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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
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Lesson 2: View Posted Statements
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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
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Lesson 2: Channel Reports Configuration
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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