MB-340: Microsoft Dynamics 365 Commerce Functional Consultant

This five-day course covers the essentials for the role as Dynamics 365 Commerce functional consultant, which is to 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.

Skills gained during this training

  • 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-commerce


Job role: Functional Consultant

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.


Before attending this course, students must have:

Course Outline

Module 1: Get started with Dynamics 365 Commerce

  • Introduction to Unified Commerce platform
  • Dynamics 365 Commerce architecture
  • Deployment of Dynamics 365 Commerce
  • Hardware and peripherals

Module 2: Configure Commerce Headquarters

  • 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

Module 3: Products and Merchandising

  • Product information management
  • Merchandising in Dynamics 365 Commerce
  • Product recommendations and product discovery

Module 4: Retail Pricing

  • Manage Pricing
  • Manage discounts and promotions

Module 5: Loyalty and customer experience

  • Customer Management
  • Loyalty and affiliations

Module 6: Point of sale

  • 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

Module 7: Configure and work with call centers in Dynamics 365 Commerce

  • 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

Module 8: Work with E-Commerce in Dynamics 365 Commerce

  • 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

Module 9: Manage order fulfillment and inventory in Dynamics 365 Commerce

  • Configure and work with Stock replenishment
  • Configure and work with Order fulfillment

Module 10: Work with Dynamics 365 Fraud Protection

  • Overview of Dynamics Fraud Protection
  • Describe Dynamics Fraud Protection Services
  • Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce


This course is recommended preparation for exam MB-340


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