Course Overview
Dynamics 365 Commerce functional consultants set up and use the application functionality in Microsoft Dynamics 365 Commerce, and provide support for the application. The functional consultant typically has a strong understanding of unified commerce business operations, and experience configuring, deploying, maintaining, and using Microsoft Dynamics 365 Commerce. This four-day MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant course covers the essentials for the role.
What are the skills covered
- Configure Dynamics 365 Commerce Headquarters
- Configure products, prices, discounts, loyalty, and affiliations
- Manage Point of Sale (POS) in Dynamics 365 Commerce
- Configure and Manage Dynamics 365 Commerce call centers
- Manage e-commerc
Who should attend this course
The audience for this course is either: a Dynamics 365 consultant who wants to learn Commerce, or a retail analyst with core Dynamics 365 experience who wants to apply their skills to the Dynamics product family.
Course Curriculum
What are the Prerequisites
Before attending this course, students must have:
- Core Microsoft Dynamics 365 skills (or MB-300 certification)
- General understanding of Commerce principles
Download Course Syllabus
Course Modules
Dynamics 365 Commerce delivers a complete omnichannel solution that unifies the operating system , in-store, and e-Commerce experiences to personalize customer engagement, increase employee productivity, optimize operations, and deliver better business outcomes.
Lessons
- Introduction to Unified Commerce platform
- Dynamics 365 Commerce architecture
- Deployment of Dynamics 365 Commerce
- Hardware and peripherals
Lab : Group discussion on hardware
Lab : Group discussion on store topologies
After completing this module, students will be able to:
- Describe the Dynamics 365 Commerce platform and its evolution from Dynamics 365 Retail
- Explain the different commerce channels and their purposes
- Understand the Commerce platform architecture and deployment process
Before Dynamics 365 Commerce channels can be created and used, several prerequisites must be completed. Configuration of those prerequisites enables successful transactions in commerce channels.
Lessons
- Configure prerequisites and Commerce parameters
- Configure and maintain payment processing
- Configure Commerce Data Exchange (CDX)
- Configure delivery modes and charges
- Configure and work with statements
Lab : Group discussion on selection of the right payment connector
Lab : Configure prerequisites for Online store channel
After completing this module, students will be able to:
- Configure Dynamics 365 Commerce
- Understand the general configuration prerequisites for Dynamics 365 Commerce
- Product information management
- Merchandising in Dynamics 365 Commerce
- Product recommendations and product discovery
Lab : Configure a retail product
Lab : Group discussion on Product discoverability
After completing this module, students will be able to:
- Have discovered how to configure products
- Create catalogs and manage product images
- Know how to work with attributes and assortments
- Understand end-to-end merchandising in Dynamics 365 Commerce
Module 4: Retail Pricing
Dynamics 365 Commerce includes an omnichannel pricing engine. You can configure the system so that all commerce channels use the same options. You can also create channel-specific pricing, discounts coupons, and promotions.
Lessons
- Manage Pricing
- Manage discounts and promotions
Lab : Retail discounts
Lab : Create and simulate sales pricing
After completing this module, students will be able to:
- Know about the retail pricing engine and its specifics
- Configure price groups
- Work with retail discount types
- Understand price reports
- Understand sales price and price adjustments
The goal of any retail business is to increase sales while also increasing customer satisfaction with the retailer’s brand. Proper customer management and loyalty policies empower sales associates to become trusted advisors and establish long-term relationships with their customers. Dynamics 365 Commerce helps organizations to gain a unified view of customers and manage exciting customer incentives including affiliations and loyalty programs.
Lessons
- Customer Management
- Loyalty and affiliations
Lab : Configure a new Loyalty scheme
Lab : Group discussion on Importance of clienteling in Retail
After completing this module, students will be able to:
- Know the purpose of assisted selling
- Work with the affiliations feature
- Explain the loyalty functionality
- Understand the clienteling solution in Dynamics 365 Commerce
Dynamics 365 Commerce allows for the centralized configuration and management of multiple Commerce channels. The requirements for brick-and-mortar operations are unique compared to other Commerce channels. Transactions can be performed in Dynamics 365 Commerce point of sale (POS) to register sales and returns in several ways.
Lessons
- Introduction to POS
- Channel Setup
- Configure Cash and Shift management
- Worker Setup
- Point of Sale Setup
- Customer management at POS
- Transaction processing
- Inventory processing
- End of day processing
- Reporting
- Configure and work with Task management
- Test POS
- Maintain registers and devices
- Localization
Lab : Create a customer pick up order and pick up the order
Lab : Set up a new POS register and device
After completing this module, students will be able to:
- Know how to design receipt and screen layouts.
- Know how to configure a worker’s card and assign operations and permissions.
- Know how to create a retail store.
- Activate Modern POS (MPOS) and Cloud POS (CPOS).
- Create a cash and carry transaction for a walk-in customer.
- Have created a customer order.
- Understand how to cancel and return transactions.
- Suspend and recall a transaction.
- Know how to work with serialized items.
- Know how to work with inbound and outbound inventory operations in POS .and how to receive
- Know how to create and manage stock counting.
- Know how to configure profiles and create registers and devices.
Dynamics 365 Commerce is an omnichannel solution that provides a call center channel with capabilities for order capturing, payment processing and customer service.
Lessons
- Configure channel
- Configure Product Catalogs
- Configure Order Holds
- Create call center orders
- Configure call center directed selling
- Configure Returns and Refunds
- Configure continuity orders and installment billing
Lab : Create transactions in a call center
Lab : Create a call center order
After completing this module, students will be able to:
- Assign to a channel: users, payment methods, price groups, and modes of delivery
- Know how to work with call center features
- Create upsell and cross-sell items
- Understand how to create, cancel, and return a call center order
- Describe how to put call center order on hold and release it from hold
- Create a call center channel
Dynamics 365 Commerce adds a native e-commerce toolset to the existing Dynamics 365 capabilities. The toolset is designed to streamline the organizations’ commerce business with an end-to-end solution across traditional and emerging channels. Capabilities include built-in authoring and development tools, engaging and intelligent digital storefronts, and a connected marketing and commerce platform.
Lessons
- Describe e-commerce core capabilities
- Configure an E-Commerce Channel in Dynamics 365 HQ
- Configure an E-Commerce site
- Configure and manage E-Commerce site content
- Describe & Demonstrate digital asset management
- Configure business-to-business (B2B) site
- Configure Ratings and reviews functionality
- Demonstrate E-Commerce Order Processing
Lab : Create and manage an e-commerce site
Lab : Configure an online store channel
After completing this module, students will:
- Understand how to use the site builder tool to create and manage an e-commerce site
- Have learned about using the Module library and different site elements
- Have learned how to create and manage an online store
Dynamics 365 Commerce provides functionality to manage store inventory, including store inventory replenishment capabilities, inbound and outbound store inventory operations, and order fulfillment.
Lessons
- Configure and work with Stock replenishment
- Configure and work with Order fulfillment
Lab : Set up a rule for DOM & see it in action
Lab : DOM Scenarios, Rules and examples
After completing this module, students will be able to:
- Describe the distributed order management functionality
- Configure distributed order management
- Understand the order fulfillment functionality that enables omni-channel order fulfillment
Dynamics 365 Fraud Protection is a cloud-based solution that is designed for e-commerce, brick-and-mortar stores, and omnichannel merchants to help protect their revenue and reputation by providing tools and capabilities to decrease fraud and abuse, reduce operational expenses, and increase acceptance rates, all while safeguarding user accounts from fraud exposure.
Lessons
- Overview of Dynamics Fraud Protection
- Describe Dynamics Fraud Protection Services
- Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce
Lab : Group discussion: A fraud protection case study
Lab : Group discussion: Discuss options for identifying and preventing fraud
After completing this module, students will:
- Have discovered the core capabilities of Dynamics 365 Fraud Protection.
- Understand the basics of how Dynamics 365 Fraud Protection works.
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Training Options
- ILT: Instructor-Led Training
- VILT: Virtual Instructor-Led Training
Exam & Certification
Exam MB-340: Microsoft Dynamics 365 Commerce Functional Consultant
Training & Certification Guide
If you’re a functional consultant, developer, information worker, or IT or business professional using Dynamics 365 Commerce to support your team and organization, this certification could help give your career a boost. As a candidate for this certification, you configure, deploy, and maintain Dynamics 365 Commerce applications.
Candidates must have a strong understanding of unified commerce business operations. They configure Dynamics 365 Commerce headquarters; configure and manage Commerce call centers, manage Point of Sale (POS) in Commerce, manage e-commerce, and configure products, prices, discounts, loyalty, and affiliations.
If you need more experience before you try to earn this certification, here are some suggestions:
- Work with a functional consultant on some Dynamics 365 Commerce projects.
- Take self-paced learning paths on Microsoft Learn.
- Sign up for an instructor-led training course.
Candidates for this exam set up and use the application functionality in Dynamics 365 Commerce and provide support for the application. Candidates have a strong understanding of unified commerce business operations. They may have experience configuring, deploying, and maintaining Dynamics 365 Commerce.
This exam measures your ability to accomplish the following technical tasks: configure Dynamics 365 Commerce Headquarters; configure products, prices, discounts, loyalty, and affiliations; manage Point of Sales (POS) in Dynamics 365 Commerce; configure and manage Dynamics 365 Commerce call centers; and manage e-commerce.
Skills measured
Configure Dynamics 365 Commerce Headquarters (25-30%)
Configure products, prices, discounts, loyalty, and affiliations (25-30%)
Manage Point of Sales (POS) in Dynamics 365 Commerce (15-20%)
Configure and manage Dynamics 365 Commerce call centers (10-15%)
Manage e-commerce (15-20%)
Frequently Asked Questions
Compliment mastery of Dynamics 365 Finance core skills with the following rec0mmended courses:
MB-300T00: Microsoft Finance and Operations Core
In this course, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants
MB-310T00: Microsoft Dynamics 365 Finance
This MB-310T00: Microsoft Dynamics 365 Finance course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.
MB-320T00: Microsoft Dynamics 365 Supply Chain Management, Manufacturing
This MB-320T00: Microsoft Dynamics 365 Supply Chain Management, Manufacturing course has six modules and designed for 4 days learning experience. It can be taught in-person and/or virtually.
MB-330T00: Microsoft Dynamics 365 Supply Chain Management
This MB-330T00: Microsoft Dynamics 365 Supply Chain Management course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant.
MB-500T00: Microsoft Dynamics 365 Finance and Operations Apps Developer
In this MB-500T00: Microsoft Dynamics 365: Finance and Operations Apps Developer course we discuss the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps.
MB-700T00: Microsoft Dynamics 365 Finance and Operations Apps Solution Architect
This MB-700T00: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.
