80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 Training

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80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 Training provides an in-depth insight to the candidates  about the implementation of tools that helps them in implementing a new retail channel whether it be a retail store, online store, or call center. The Retail Channel Management And Corporate Operations In Microsoft Dynamics AX 2012 R3 CU8 Course  Training is the best way to learn about the tools and features of Microsoft Dynamics AX.

After completing the training, the candidates would be able to:

  • Describe the Commerce Data Exchange, Commerce Run Time, and Real Time Service
  • Describe the hierarchy purposes and how they are used throughout the system
  • Review the user interface for headquarters, enterprise POS, modern POS, and Enterprise Portal
  • Describe the use and purpose of each type of retail channel available in AX
  • Describe the sales tax components and concepts in AX
  • Assign retail channels to a store locator
  • Explain the relationship of a retail channel to the organizational hierarchy
  • Complete additional setup for credit card payment types
  • Create a new screen layout, button grids, add images, and configure the keyboard mapping
  • Describe the use and purpose of store locators
  • Review and setup the retail parameters
  • Describe a few examples of info codes
  • Review the architecture for retail functionality
  • Review and setup shared retail parameters
  • Configure the global address book for store-worker assignments
  • Describe the prerequisites for loyalty management
  • Redeploy the POS
  • View shifts with their transactions and print a Z-report
Target audience
  • Application Consultant

The prerequisites for the training are as follows:

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Dynamics AX 2012
  • The ability to use Microsoft Dynamics AX 2012 for basic processing
  • Basic knowledge of Retail Application Functionality

1. Overview

  • Features and Architecture
  • Terminology and Concepts
  • Interfaces
  • Technology and Architecture
  • Enhancements

2. Organizational Model

  • Organization Modeling Features
  • Concepts and Definition
  • Internal Organizations and Organization Hierarchy Demonstration
  • Organization Purposes

3. Retail Channels

  • Retail Channels
  • Organization Hierarchy
  • Brick and Mortar Stores
  • Create a Retail Store
  • Online Stores
  • Call Centers

4. Store Locator

  • About Store Locators
  • Setup

5. Info Codes

  • About Info Codes
  • Set up Info codes and Sub codes
  • Assigning Info Codes
  • Translating Info Codes
  • Grouping Info Codes

6. Retail Parameters

  • Set up Retail Parameters
  • Set up Scheduler Parameters
  • Set up Retail Shared Parameters

7. Sales tax

  • Concepts
  • Scenarios
  • Conceptual Model
  • Setup Process
  • Sales Tax Overrides
  • Retail Channel Tax Settings

8. Payment Methods

  • Payment Types
  • Card Setup
  • Set Up Retail Channel Payment Methods

9. Retail POS Setup

  • Setup Overview
  • Offline Profiles
  • Functionality Profiles
  • Receipt Profiles and Formats
  • Hardware Profiles
  • Visual Profiles
  • Email Notification Profiles

10. Retail POS Design

  • About POS Design
  • POS Registers (tills)
  • Devices
  • Screen Layouts
  • An Enterprise POS Layout
  • A Modern POS Layout
  • Images
  • Create Button Grids
  • Design a New Screen Layout
  • Keyboard Mapping

11. Retail Workers and Security

  • Operations
  • Operations (continued)
  • Permission Groups
  • Jobs
  • Position
  • Worker
  • Global Address Book
  • Security Overview

12. Loyality Management

  • Loyalty Program Overview
  • Set up Loyalty Reward Points
  • Loyalty Program Setup
  • Loyalty Scheme
  • View and Manage Loyalty Cards and Transactions
  • Resolving Conflicting Loyalty Card Numbers
  • Update Loyalty Card Tiers
  • Process Offline Loyalty Transactions

13. Gift Cards

  • About Gift Cards
  • Setup
  • View and Manage Gift Cards

14. Retail Periodic

  • Online Store Transactions
  • Send E-Mail
  • Retail POS Redeployment
  • Data Distribution

15. Retail Inquiries

  • Retail Channel Transactions
  • Retail Sales
  • Shifts
  • Commerce Data Exchange

16. Journals

  • Open Statements
  • View Posted Statements
  • Batch Process for Statements

17. Reports

  • Retail Reports
  • Channel Reports Configuration
  • Retail Store Metrics
  • Gross Margin Return on Inventory Investment Reports
  • Performance by Terminal
  • Top 10 (Operating Unit) OU Performers in Current Year
  • Sales Comparison Year Over Year by Operating Unit
  • Retail Analytics with Built in Cubes and Excel
  • Power View Reports
  • Transactions


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