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Microsoft Dynamics 365 for Retail Corporate Training

The Microsoft Dynamics 365 for Retail Corporate Training by Multisoft Virtual Academy empowers professionals to optimize retail operations. This course covers POS systems, inventory management, sales, and customer insights, equipping participants to streamline processes and enhance retail business performance.

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Microsoft Dynamics 365 for Retail Corporate Training

Curriculum Designed by Experts

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Microsoft Dynamics 365 for Retail Corporate Training with Multisoft Virtual Academy provides comprehensive learning on optimizing retail operations. Gain expertise in managing inventory, sales, customer service, and store operations. This course covers advanced features of Dynamics 365, enabling you to streamline retail processes, improve customer engagement, and enhance decision-making. Perfect for retail professionals, this training enhances your ability to drive business success using cutting-edge technology.

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.

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  • 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
       
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  • 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
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  • 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
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  • 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 Corporate Training Certification

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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.

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Frequently Asked Questions

Corporate training refers to a system of professional development activities provided to educate employees. The primary goal of corporate training is to enhance the skills, knowledge, and effectiveness of individuals and teams to boost overall business performance and efficiency.

Available programs include leadership training, technical skills development, soft skills enhancement, compliance, diversity and inclusion workshops, and role-specific certifications. These programs are tailored to industry needs and can address areas such as project management, communication, data analysis, and IT tools for professional and organizational growth.

Our training sessions can be delivered in various formats including online, in-person, and hybrid models. We utilize the latest technology to provide interactive webinars, virtual classrooms, and on-demand courses, as well as traditional face-to-face workshops.

Training customization begins with assessing business objectives, skill gaps, and workforce requirements. Programs are then designed to address these needs, integrating industry-specific content, hands-on learning, and relevant case studies. Customization ensures that training aligns with company goals and delivers measurable outcomes.

Sessions are led by experienced professionals, certified trainers, and subject matter experts with in-depth industry knowledge. Trainers use interactive methods, real-world examples, and hands-on activities to deliver engaging and impactful learning experiences tailored to participant needs.

We cater to industries like IT, healthcare, manufacturing, retail, finance, hospitality, and education. Our programs are tailored to meet the unique needs of these sectors, ensuring relevance and effectiveness for diverse organizational goals and workforce requirements.

Yes, participants receive certificates upon successfully completing our training programs. These certificates serve as recognition of the skills and knowledge gained during the training.

Registration can be completed online through our website. You can also contact our customer service team for assistance with registration and to discuss any specific training requirements or scheduling preferences. To contact Multisoft Systems you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number+91 8130666206

We offer both group and individual training sessions. Individual training can be tailored specifically to a person’s role within the company, focusing on their particular development needs.

We understand that business needs can change, so we offer flexible scheduling options. If you need to reschedule a training session, we will work with you to find a new date that suits your team’s availability without additional rescheduling fees.

For any specific inquiries or detailed information about our training programs, you can contact our dedicated customer service team or training coordinators via phone (+91 8130666206), email (enquiry@multisoftvirtualacademy.com), or through our website’s contact form.

Corporate training improves employee productivity, fosters innovation, enhances job satisfaction, and ensures alignment with the company’s strategic objectives. It also helps organizations stay competitive in a rapidly changing business environment.

Absolutely. We provide remote training options that allow employees from different locations to join sessions simultaneously, promoting a unified learning experience.

Yes, many of our training programs focus on teamwork, communication, and collaboration, enhancing employees’ ability to work together effectively.

We prioritize flexibility to meet your needs, so there is no minimum team size required to start corporate training at Multisoft Systems. Whether you have a single participant or a large team, we offer tailored training solutions with all program inclusions to ensure a comprehensive learning experience.

Live virtual classrooms at Multisoft Systems are real-time, instructor-led online sessions designed to provide an interactive and engaging learning experience. Participants can interact with instructors and peers, just like in a physical classroom.

Blended learning at Multisoft Systems combines online and instructor-led training to deliver a personalized, flexible, and engaging education experience. Using tools like videos, apps, and hands-on projects, learners can study at their own pace, anytime and anywhere. This hybrid model enhances understanding, skill retention, and satisfaction, making it ideal for professionals seeking a stress-free learning approach.

Training session durations vary depending on the topic and depth. Programs can range from one-day workshops to multi-week courses. Specific timelines are customized to meet organizational schedules and learning objectives while ensuring thorough knowledge transfer.

Effectiveness is measured using pre- and post-training assessments, participant feedback, performance evaluations, and business impact analysis. These methods help track knowledge retention, skill improvement, and the practical application of training outcomes.
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