Managed Business & IT Training Solutions

MBIT Training Ltd

Point of Sale in Microsoft Dynamics 365 for Retail (81210)

This course describes the Point of Sale in Microsoft Dynamics 365 for Retail. It starts by reviewing the basic fundamentals of the point of sale and navigating around it. It then walks through how to actually use the POS as a cashier, a store manager, and a store inventory manager, describing and demonstrating the different activities associated with these roles. Finally, the course reviews the point of sale reports that are available and Power BI capabilities in retail.
SKU: 81210
GTIN: 81210
Manufacturer: Microsoft
£100.00 (GBP)

This course describes the Point of Sale in Microsoft Dynamics 365 for Retail. It starts by reviewing the basic fundamentals of the point of sale and navigating around it. It then walks through how to actually use the POS as a cashier, a store manager, and a store inventory manager, describing and demonstrating the different activities associated with these roles. Finally, the course reviews the point of sale reports that are available and Power BI capabilities in retail.

This course helps prepare you for exam MB6-897.

This course helps prepare you for assessment Microsoft Dynamics 365 for Retail.

Learning Objectives

  • Review POS features and architecture
  • Discuss POS terminology and concepts
  • Review the interfaces of Dynamics 365 for Retail POS
  • Look at basic POS navigation
  • Review point of sale (POS) login and password reset
  • Cover shift operations
  • Describe time clock procedures
  • Demonstrate tender processes
  • Walk through voiding operations
  • Demonstrate returns process
  • Walk through gift card transactions
  • Explain loyalty program processes
  • Look at how to perform an inventory lookup
  • Review POS shift operations
  • Show daily drawer operations
  • Demonstrate manager opening processes
  • Review tender processes
  • Explain manager override permissions
  • Describe manager closing processes
  • Cover income and expense accounts
  • Demonstrate picking and receiving process
  • Walk through how to lookup inventory
  • Describe stock counts
  • Review Disassemble kits in POS
  • Explain retail report relationships
  • Review retail report parameters
  • Look at the types of retail reports available
  • Walk through available workspaces
  • Cover Microsoft Dynamics Power BI capabilities

Prerequisites

  • General knowledge of Microsoft Windows
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Retail
  • Basic knowledge of retail processes and procedures