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Microsoft Dynamics 365 for Retail Online Training & Certification Course

Upgrade your skills in retail by learning how to efficiently use Dynamics 365 Retail with Microsoft Dynamics 365 for Retail Certification and online training course from Multisoft Virtual Academy. Get trained from certified experts and earn a globally recognized training certificate.

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Instructor-led Training Live Online Classes

Suitable batches for you

07 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun
14 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun
21 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun
28 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun

Course Price At

$ 425

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Instructor-led Training Live Online Classes

07 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun
14 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun
21 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun
28 Oct 2023 40 06:00 PM - 10:00 AM Sat, Sun

Course Price At

$ 425

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 425

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Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 40 Hrs.
  • Subject Matter Expert
  • After Training Support
  • Lifetime E-Learning Access
  • Recorded Sessions
  • Free Online Assessments
Microsoft Dynamics 365 for Retail Training Course Syllabus

Curriculum Designed by Experts


Dynamics 365 for Retail is an end-to-end retail solution that delivers personalized shopping experiences across all channels. It offers sales, mobility, productivity, and intelligence to help retailers achieve more. It is an extremely advanced SaaS solution that is hosted and managed by Microsoft. It provides businesses with comprehensive support to operate a broad range of processes, including merchandising, inventory and channel management capabilities. Multisoft Virtual Academy offers a robust learning platform with a hands-on learning experience to participants, which helps them achieve their goals faster. Microsoft Dynamics 365 for Retail online training program is designed to impart all the essential technical skills to participants, making them proficient in deploying, maintaining, and using Microsoft Dynamics 365 for Retail.


  • Model an organization
    1. create models of organizations
    2. create and configure organization hierarchies
    3. create and modify retail operating units
  • Configure retail parameters
    1. set up a retail store set up infcodes and sub codes
    2. assign and translate infcodes
    3. configure units of measure and conversion
    4. define retail parameters
    5. set up sales tax and sales tax overrides
    6. describe and configure payment methods
    7. configure payment connectors
    8. set up credit card payment services
    9. configure full-text search
  • Configure workflows
    1. Describe retail workflow features
    2. configure workflow prerequisites
    3. create and configure workflows, activate a workflow
    4. associate workflows with an organization
    5. monitor workflow status
  • Integrate stores
    1. configure and monitor Commerce Data Exchange services
    2. test and troubleshoot Async client and server connectivity
    3. view retail channel transactions
    4. set up store locator groups
  • Manage retail channels
    1. build an online store
    2. synchronize online store sales orders
    3. create a call centre

  • Perform Point of Sale (POS) set up processes
    1. set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles
    2. Configure a receipt format
    3. set up data distribution
  • Configure POS terminals
    1. set up keyboard mapping group
    2. configure POS permission groups
    3. create registers and POS devices
    4. create screen layouts that use button grids and images
    5. manage drawer operations
  • Configure barcodes and labels
    1. create and view barcodes for specific products
    2. print shelf labels
    3. create barcode masks

  • Configure basic product parameters
    1. create product dimensions and dimension groups
    2. create a product
    3. create and modify product attributes
    4. create product features and assortments
    5. create product relationship types and product relationships
    6. create a product master or variant
    7. create, assemble, disassemble, and sell product kits
  • Build product category hierarchies
    1. describe hierarchy types
    2. create a category hierarchy
    3. maintain hierarchies
    4. bulk edit a category
  • Create and manage catalogues
    1. Create a catalogue
    2. configure and analyze catalogue layout
    3. update, validate, approve and publish catalogues
    4. create source codes
  • Manage delivery modes
    1. set up delivery modes
    2. add channels tdelivery modes
    3. add products tdelivery modes
  • Manage direct delivery
    1. set up direct delivery
    2. configure products and sales orders for direct delivery
    3. confirm direct delivery orders
    4. create pick waves
    5. set up the picking process
    6. create a workbench
    7. generate picking workbench sessions
  • Manage pricing discounts
    1. create category pricing rules
    2. discount products based on catalogues
    3. set up affiliated pricing
    4. adjust prices; create price groups
    5. configure mix and match discounts
    6. create quantity discounts
  • Connect vendor information tproducts
    1. create a vendor catalogue
    2. set up price margin alerts on a product
    3. define price points for products
    4. add vendor product numbers ta product
  • Manage Retail Operations
    1. Manage workers
    2. create jobs
    3. create positions
    4. set up a worker
    5. create and link address books
    6. implement role-based security
    7. view and manage shifts
  • Generate retail information reports
    1. identify available reports
    2. identify available workspaces
    3. perform recency, frequency, and monetary (RFM) analysis
  • Implement customer loyalty schemes and gift cards
    1. describe the loyalty setup process
    2. configure prerequisite components
    3. create a customer loyalty scheme and program
    4. process loyalty transactions
    5. resolve loyalty card number conflicts
    6. add products tloyalty schemes
    7. set up physical and virtual gift cards
    8. add funds ta gift card
  • Manage journals
    1. describe post statement actions
    2. create and calculate a statement
    3. view posted statements
    4. configure batch processes for statements
  • Manage inventory replenishment
    1. build replenishment rules
    2. implement cross docking for product distribution
    3. create a buyer’s push
    4. create a replenishment hierarchy
    5. create service categories
  • Manage a call centre
    1. create fraud rules
    2. create a continuity program
    3. create continuity orders
    4. implement credit card and refund workbenches
    5. configure check holds
    6. set up credit limit checking;
    7. create rules for up-selling and cross-selling
    8. set up target markets
    9. create and use scripts

  • Perform POS operations
    1. conduct a transaction
    2. override a price
    3. identify reason codes and hold codes
    4. hold and recall a transaction
    5. clear a hold
  • Manage sale orders
    1. view detailed status information for a sales order
    2. identify sales order cancellation constraints
    3. configure price matching
    4. configure prepayment
  • Manage customers
    1. create a customer
    2. check for duplicate customers
    3. merge and unmerge customer records
    4. create and configure cases
    5. search for a customer
  • Manage drawer operations and daily operations
    1. perform opening procedures
    2. conduct tender operations
    3. perform overrides
    4. perform closing procedures
    5. open, pause, resume, and close shifts
    6. clock in and out
    7. create sales with cash or credit card payments
    8. void transactions
    9. accept returns
  • Manage installment billing
    1. set up and configure installment billing
    2. create payment schedules; add installments ta sales order
    3. process installments billing payments
  • Manage returns and Return Merchandise Authorization (RMA) processing
    1. identify steps in the RMA process
    2. create an RMA
    3. configure process return options

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Microsoft Dynamics 365 for Retail Training Description

  • Set up and perform back-office functions in SO Manager.
  • Use wizards for inventory, new items, and labels.
  • Create, customize, memorize (save), print, and export Active reports.
  • Navigate through the Point of Sale program.
  • Assign security levels to employees.
  • Assign security settings to menus and fields.
  • Set up the POS Net Display, HTML Status Bar, and Touch Screen.
  • Determine security needs and set up security levels.
  • Work with the Offline Server.
  • Modify reports, receipts, and templates.
  • Understand transfers, purchase orders, physical inventory, and offline inventory.
  • Process sales transactions and daily point-of-sale functions in SO POS.
  • Define and configure ordering, inventory, accounts, sales tax, tender, creating custom fields, and more.
  • Use journal menu options for viewing journals and exporting to accounting programs.

  • Implementation consultants with domain specialization in Retail, Trade & Logistics and/or Finance.
  • Key users with focus on Retail, Trade & Logistics and/or Finance.

  • Basic understanding of retail operations and POS

Microsoft Dynamics 365 for Retail Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

Microsoft Dynamics 365 for Retail Corporate Training Certification

Interactive Virtual Training

Interactive Virtual Training

  • Global Subject Matter Experts
  • Step-by –Step Learning Approach
  • Instant Doubt Clearing
Lifetime Access

Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
24x7 Assistance

24x7 Assistance

  • Help Desk Support
  • Doubt Resolution in Real-time
  • After Training Support
Hands on Experience

Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

  • Multisoft Training Certificate
  • Globally Recognized and Accepted
  • Lifetime Validity

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