{"id":11615,"date":"2020-07-14T12:27:52","date_gmt":"2020-07-14T12:27:52","guid":{"rendered":"https:\/\/www.testpreptraining.com\/tutorial\/?page_id=11615"},"modified":"2021-05-27T18:21:37","modified_gmt":"2021-05-27T18:21:37","slug":"exam-mb6-897-microsoft-dynamics-365-for-retail","status":"publish","type":"page","link":"https:\/\/www.testpreptraining.ai\/tutorial\/exam-mb6-897-microsoft-dynamics-365-for-retail\/","title":{"rendered":"Exam MB6-897: Microsoft Dynamics 365 for Retail"},"content":{"rendered":"\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"400\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Your-paragraph-text-3-1.png\" alt=\"Exam MB6-897: Microsoft Dynamics 365 for Retail Learning Resources\" class=\"wp-image-11619\"\/><\/figure><\/div>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.testpreptraining.ai\/microsoft-dynamics-365-for-retail-mb6-897-exam\" target=\"_blank\">Microsoft MB6-897: Microsoft Dynamics 365 for Retail certification<\/a> exam helps you demonstrate your expertise and recognises your skills. Additionally, this exam makes sure that you have all the relevant skill and makes you job-ready.<\/p>\n\n\n\n<p>However, given the vast syllabus and tricky questions the exam is said to be a tough nut to crack. You need to prepare with utmost dedication and consistency. Here we present you our Tutorials and Preparatory Guide that will support you on your exam journey. Moreover, this guide will provide you valuable insights to clear the exam.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What is Microsoft MB6-897 Exam?<\/strong><\/h3>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Microsoft_delivers-new-advancements-in-Azure-from-cloud-to-edge-ahead-of-Microsoft-Build-conference-1-750x375.jpg\" alt=\"\" class=\"wp-image-11633\" width=\"218\" height=\"109\" srcset=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Microsoft_delivers-new-advancements-in-Azure-from-cloud-to-edge-ahead-of-Microsoft-Build-conference-1-750x375.jpg 750w, https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Microsoft_delivers-new-advancements-in-Azure-from-cloud-to-edge-ahead-of-Microsoft-Build-conference-1-scaled.jpg 1000w\" sizes=\"auto, (max-width: 218px) 100vw, 218px\" \/><\/figure><\/div>\n\n\n\n<p>The Microsoft MB6-897 exam validates your strong understanding of retail operations and experience deploying, maintaining and using Microsoft Dynamics 365 for Retail.<\/p>\n\n\n\n<p>The candidates for this exam are Microsoft Dynamics 365 partners who set up and use the application functionality in Microsoft Dynamics 365 for Retail and provide support for the application. Further, this exam is credited towards MCSE-Microsoft Certified Solutions Expert.&nbsp; Also the MB6-897 exam is your fundamental stone to become a Microsoft Certified Professional.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Why choose Microsoft MB6-897 Exam?<\/strong><\/h3>\n\n\n\n<p>The highly acclaimed Microsoft MB6-897 exam accelerates your career growth and definably helps you climb up your professional ladder. Importantly, the MB6-897 exam equips you with the understanding of application functionality in Microsoft Dynamics 365 for Retail. This certification exam also guarantees the following benefits.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"586\" height=\"351\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/image-51.png\" alt=\"Microsoft Exam MB6-897 Benefits\" class=\"wp-image-11620\"\/><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Validates your skills<\/strong>: The exam validates your skills and expertise in setting up and using the application functionality in Microsoft Dynamics 365 for Retail<\/li><li><strong>Enhances employability<\/strong>: This certification proves your skills and therefore enhances your employability by making you job ready.<\/li><li><strong>Higher growth opportunities<\/strong>: This certification guarantees high growth opportunities. About 23% of Microsoft certified professionals reported receiving up to a 20% salary increase. It also helps you chase further advanced goals in the field of IT.<\/li><li><strong>Provides competitive edge<\/strong>: Microsoft Certifications provide you with a competitive edge over non certified candidates. It is estimated that certified employees earn 15% more than those without certification and are nearly 20% more productive.<\/li><li><strong>Brings recognition<\/strong>: You\u2019ll make immediate impact as a Microsoft Certified Professional. This credential will help you in getting noticed and bring recognition.<\/li><\/ul>\n\n\n\n<p>Additionally, once you\u2019re certified you will be able to share your achievements through your Microsoft Badge. This Microsoft Badge can be shared online within your professional network as it trusted and verifiable. It also helps find jobs easily and increases your salary potential.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Exam MB6-897: Microsoft Dynamics 365 Details<\/strong><\/h3>\n\n\n\n<p>Before venturing into the preparations it\u2019s handy to know all about the exam. Deep understanding about the details of the exam will lead you to earning the credential.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"400\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Managing-Microsoft-Teams-MS-700-3-1.png\" alt=\"Microsoft MB6-897 Exam Details\" class=\"wp-image-11625\"\/><\/figure><\/div>\n\n\n\n<p>To begin with, the exam includes 40-60 questions which are to be completed in 120 minutes. Also, the questions are in Multiple Choice format. Moreover, the Microsoft MB6-897 exam is certified towards MCSE. This exam is only available in English.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/image-52.png\" alt=\"MB6-897 Exam Details\" class=\"wp-image-11621\" width=\"616\" height=\"380\"\/><\/figure><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Exam Prerequisites<\/strong><\/h4>\n\n\n\n<p>There is no specified prerequisite for the exam. However, Microsoft suggests that you should have a strong understanding of retail operations and POS, and experience deploying, maintaining, and using Microsoft Dynamics 365 for Retail.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Target Audience<\/strong><\/h4>\n\n\n\n<p>The Target Audience for Microsoft MB6-897 exam includes IT Professionals and Information Workers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>MB6-897<\/strong> <strong>Retake Policy<\/strong><\/h3>\n\n\n\n<p>If you were not able to clear the exam in the very first attempt, then remember it\u2019s not the end of the road but just a small bump. Microsoft allows you 5 attempts per year for a specific exam. The exam retake policy is as follows-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>If a candidate is not able to clear the exam in the first attempt, the candidate must wait at least 24 hours before retaking the exam.<\/li><li>If a candidate does not clear the exam the second time, candidate must wait at least 14 days before retaking the exam a third time.<\/li><li>A 14-day waiting period is also there for the fourth and fifth subsequent exam retakes.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Cancellation and Reschedule Policy<\/strong> <strong>: MB6-897<\/strong><\/h3>\n\n\n\n<p>Microsoft allows free cancelling of the Exam within 24 hours prior to your scheduled appointment.<\/p>\n\n\n\n<p>But, if you fail to show up on your exam day without rescheduling or cancelling your exam, Microsoft reserves all rights to forfeit your entire exam fee.<\/p>\n\n\n\n<p>Rescheduling and Cancellation of your scheduled exams can be done through the <a href=\"https:\/\/www.microsoft.com\/learning\/dashboard.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">Certification Dashboard.<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Certification Validity<\/strong><\/h3>\n\n\n\n<p>The MB6-897 Development, Extensions and Deployment for Microsoft Dynamics 365 for Finance and Operations Exam Certification have lifetime validity. It surely is your way to climb up your professional ladder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Microsoft Exam MB6-897<\/strong> <strong>FAQ<\/strong><\/h3>\n\n\n\n<p>In order to qualify the MB6-897 examination, you must have clarity about all the exam policies.&nbsp; For further queries visit <a href=\"https:\/\/www.testpreptraining.ai\/tutorial\/microsoft-mb6-897-exam-faqs\/\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft MB6-897 Exam FAQs<\/a><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.testpreptraining.ai\/tutorial\/microsoft-mb6-897-exam-faqs\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"400\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Microsoft-70-761-Exam-Faq-3-2.png\" alt=\"Microsoft MB6-897 FAQ\" class=\"wp-image-11623\"\/><\/a><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Course Outline: Microsoft Exam MB6-897<\/strong><\/h3>\n\n\n\n<p>Understanding the course outline of MB6-897 is the next important step. It familiarises you with the exam framework. The exam course includes 5 domains. Further ,the Percentage against each domain represents its weightage in the exam. Also, these domains are divided in to subtopics to provide further insights about the exam course.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"576\" height=\"348\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/image-54.png\" alt=\"MB6-897 Course Outline\" class=\"wp-image-11628\"\/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Set up and configure organizational parameters (20 \u2013 25%)<\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Model an organization<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create models of organizations (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/fin-ops\/organization-administration\/organizations-organizational-hierarchies\" target=\"_blank\" rel=\"noreferrer noopener\">Organizations and organizational hierarchies overview<\/a>)<\/li><li>create and configure organization hierarchies (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/fin-ops\/organization-administration\/tasks\/create-organization-hierarchy\" target=\"_blank\" rel=\"noreferrer noopener\">Create an organization hierarchy<\/a>)<\/li><li>create and modify retail operating units (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/create-or-modify-an-organization-hierarchy-retail-essentials\" target=\"_blank\" rel=\"noreferrer noopener\">Create or modify an organization hierarchy (Retail essentials)<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Configure retail parameters<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Set up a retail store set up info codes and subcodes (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-info-codes\" target=\"_blank\" rel=\"noreferrer noopener\">Set up info codes<\/a>)<\/li><li>assign and translate info codes (<strong>Microsoft Documentation:<\/strong> I<a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/info-codes-retail\" target=\"_blank\" rel=\"noreferrer noopener\">nfo codes and info code groups<\/a>)<\/li><li>Configure units of measure and conversion (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/inventory-how-setup-units-of-measure\" target=\"_blank\" rel=\"noreferrer noopener\">Set Up Units of Measure<\/a>)<\/li><li>define retail parameters (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/configure-parameters-retail-essentials\" target=\"_blank\" rel=\"noreferrer noopener\">Configure parameters (Retail essentials)<\/a>)<\/li><li>Set up sales tax and sales tax overrides (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-sales-tax-overrides\" target=\"_blank\" rel=\"noreferrer noopener\">Set up sales tax overrides<\/a>)<\/li><li>describe and configure payment methods (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/payment-methods\" target=\"_blank\" rel=\"noreferrer noopener\">Payment methods<\/a>)<\/li><li>Configure payment connectors (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/dev-itpro\/adyen-connector?tabs=8-1-3\" target=\"_blank\" rel=\"noreferrer noopener\">Dynamics 365 Payment Connector for Adyen<\/a>)<\/li><li>Set up credit card payment services (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/tasks\/configure-credit-card-processing\" target=\"_blank\" rel=\"noreferrer noopener\">Configure credit card processing<\/a>)<\/li><li>Configure full-text search, and create number sequences for retail components (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/fin-ops\/organization-administration\/number-sequence-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Number sequences overview<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Configure workflows<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Describe retail workflow features (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/commerce-architecture\" target=\"_blank\" rel=\"noreferrer noopener\">Dynamics 365 Commerce architecture overview<\/a>, <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/what-s-new-retail-features\" target=\"_blank\" rel=\"noreferrer noopener\">Retail features<\/a>)<\/li><li>Configure workflow prerequisites <\/li><li>Create and configure workflows, activate a workflow (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/fin-ops\/organization-administration\/create-workflow\" target=\"_blank\" rel=\"noreferrer noopener\">Create workflows overview<\/a>)<\/li><li>Associate workflows with an organization (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/associate-a-workflow-with-an-organization\" target=\"_blank\" rel=\"noreferrer noopener\">Associate a workflow with an organization<\/a>)<\/li><li>Monitor workflow status (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/monitor-the-status-of-workflows\" target=\"_blank\" rel=\"noreferrer noopener\">Monitor the status of workflows<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Integrate stores<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Configure and monitor Commerce Data Exchange services (<strong>Microsoft Documentation:<\/strong> I<a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/install-commerce-data-exchange-real-time-service-retail-transaction-service\" target=\"_blank\" rel=\"noreferrer noopener\">nstall Commerce Data Exchange: Real-time Service (Retail Transaction Service)<\/a>)<\/li><li>Test and troubleshoot Async client and server connectivity (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/troubleshoot-issues-in-async-server-or-async-client\" target=\"_blank\" rel=\"noreferrer noopener\">Troubleshoot issues in Async Server or Async Client<\/a>)<\/li><li>View retail channel transactions (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/define-maintain-retail-channels\" target=\"_blank\" rel=\"noreferrer noopener\">Define and maintain retail channels<\/a>)<\/li><li>set up store locator groups (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-store-locator-groups-in-retail\" target=\"_blank\" rel=\"noreferrer noopener\">Set up store locator groups in Retail<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">&nbsp;<strong>Manage retail channels<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Build an online store (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/create-ecommerce-site\" target=\"_blank\" rel=\"noreferrer noopener\">Create an e-Commerce site<\/a>)<\/li><li>synchronize online store sales orders (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/download-sales-orders-from-an-online-store\" target=\"_blank\" rel=\"noreferrer noopener\">Download sales orders from an online store<\/a>)<\/li><li>Create a call center (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-a-call-center\" target=\"_blank\" rel=\"noreferrer noopener\">Set up a call center<\/a>)<\/li><li>Create retail stores (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-a-retail-store\" target=\"_blank\" rel=\"noreferrer noopener\">Set up a retail store<\/a>)<\/li><li>Extend retail functionality for sales orders <\/li><li>Describe cloud point-of-sale (cpos) and modern retail point-of-sale (mpos) capabilities (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/mpos-or-cpos\" target=\"_blank\" rel=\"noreferrer noopener\">Choose between Modern POS (MPOS) and Cloud POS<\/a>, <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/dev-itpro\/retail-modern-pos-architecture\" target=\"_blank\" rel=\"noreferrer noopener\">Modern POS (MPOS) architecture<\/a>)<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Set up and Configure Point of Sale (10 &#8211; 15%)<\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Perform Point of Sale (POS) set up processes<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/email-receipts\" target=\"_blank\" rel=\"noreferrer noopener\">Send email receipts from Modern POS (MPOS)<\/a>)<\/li><li>Configure a receipt format (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/receipt-templates-printing\" target=\"_blank\" rel=\"noreferrer noopener\">Set up and design receipt formats<\/a>)<\/li><li>Set up data distribution (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/configure-and-schedule-retail-data-distribution\" target=\"_blank\" rel=\"noreferrer noopener\">Configure and schedule retail data distribution<\/a>)<\/li><li>document business processes by using Task Recorder<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Configure POS terminals<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Configure POS permission groups (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/tasks\/create-pos-permission-groups\" target=\"_blank\" rel=\"noreferrer noopener\">Create POS permission groups<\/a>)<\/li><li>Create registers and POS devices (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-registers\" target=\"_blank\" rel=\"noreferrer noopener\">Set up registers<\/a>)<\/li><li>Create screen layouts that use button grids and images (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/pos-screen-layouts\" target=\"_blank\" rel=\"noreferrer noopener\">POS user interface visual configurations<\/a>, <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-a-button-grid\" target=\"_blank\" rel=\"noreferrer noopener\">Set up a button grid<\/a>)<\/li><li>Manage drawer operations (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/shift-drawer-management\" target=\"_blank\" rel=\"noreferrer noopener\">Shift and cash drawer management<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Configure bar codes and labels<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create and view barcodes for specific products (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/pim\/tasks\/create-bar-code-product\" target=\"_blank\" rel=\"noreferrer noopener\">Create a bar code for a product<\/a>)<\/li><li>Print shelf labels (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/print-shelf-labels-retail-essentials#:~:text=print%20the%20labels-,Click%20Retail%20essentials%20%3E%20Inventory%20management%20%3E%20Setup%20%3E%20Bar%20codes%20and,Click%20Create%20label%20by%20product.\" target=\"_blank\" rel=\"noreferrer noopener\">Print shelf labels<\/a>)<\/li><li>Create barcode masks (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/set-up-bar-code-masks\" target=\"_blank\" rel=\"noreferrer noopener\">Set up bar code masks<\/a>)<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Set up and Configure Products (15 \u2013 20%)<\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Configure basic product parameters<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create product dimensions and dimension groups (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/create-and-maintain-product-dimensions\" target=\"_blank\" rel=\"noreferrer noopener\">Create and maintain product dimensions<\/a>)<\/li><li>create a product (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/create-product-sales\" target=\"_blank\" rel=\"noreferrer noopener\">Set up products (Sales and Sales Hub)<\/a>)<\/li><li>create and modify product attributes <\/li><li>create product features and assortments (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/set-up-assortments\" target=\"_blank\" rel=\"noreferrer noopener\">Set up assortments<\/a>)<\/li><li>create product relationship types and product relationships (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-product-relationship-types\" target=\"_blank\" rel=\"noreferrer noopener\">Set up product relationship types<\/a>)<\/li><li>create a product master or variant (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/about-product-variants\" target=\"_blank\" rel=\"noreferrer noopener\">About product variants<\/a>)<\/li><li>create, assemble, disassemble, and sell product kits<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Build product category hierarchies<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Describe hierarchy types (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/fin-ops\/organization-administration\/organizations-organizational-hierarchies\" target=\"_blank\" rel=\"noreferrer noopener\">Organizations and organizational hierarchies overview<\/a>)<\/li><li>create a category hierarchy (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/key-tasks-set-up-a-category-hierarchy\" target=\"_blank\" rel=\"noreferrer noopener\">Key tasks: Set up a category hierarchy<\/a>)<\/li><li>Maintain hierarchies<\/li><li>bulk edit a category <\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Create and manage catalogs<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a catalog <\/li><li>Configure and analyze catalog layout (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/perform-a-catalog-area-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">Perform a catalog area analysis<\/a>)<\/li><li>Update, validate, approve, and publish catalogs (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/key-tasks-create-retail-product-catalogs\" target=\"_blank\" rel=\"noreferrer noopener\">Key tasks: Create retail product catalogs<\/a>)<\/li><li>Create source codes (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-catalog-source-codes\" target=\"_blank\" rel=\"noreferrer noopener\">Set up catalog source codes<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage delivery modes<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Set up delivery modes (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-modes-of-delivery\" target=\"_blank\" rel=\"noreferrer noopener\">Set up modes of delivery<\/a>)<\/li><li>Add channels to delivery modes (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/configure-call-center-delivery\" target=\"_blank\" rel=\"noreferrer noopener\">Configure call center delivery modes and charges<\/a>)<\/li><li>Add products to delivery modes <\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage direct delivery<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Set up direct delivery (<strong>Microsoft Documentation: <\/strong><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/sales-marketing\/direct-deliveries#:~:text=You%20can%20create%20direct%20deliveries,handled%20as%20a%20direct%20delivery.\" target=\"_blank\" rel=\"noreferrer noopener\">Direct deliveries<\/a>)<\/li><li>Configure products and sales orders for direct delivery (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/create-direct-deliveries\" target=\"_blank\" rel=\"noreferrer noopener\">Create direct deliveries<\/a>)<\/li><li>Confirm direct delivery orders (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/sales-marketing\/tasks\/ship-orders-direct-deliveries#:~:text=Expand%20the%20Line%20details%20section,Select%20Related%20orders.\" target=\"_blank\" rel=\"noreferrer noopener\">Ship orders as direct deliveries<\/a>)<\/li><li>create pick waves<\/li><li>Set up the picking process <\/li><li>create a workbench (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-the-picking-workbench\" target=\"_blank\" rel=\"noreferrer noopener\">Set up the picking workbench<\/a>)<\/li><li>Generate picking workbench sessions (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-the-picking-workbench\" target=\"_blank\" rel=\"noreferrer noopener\">Set up the picking workbench<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage Pricing Discounts<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create category pricing rules (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-category-based-prices#:~:text=Click%20Retail%20%3E%20Periodic%20%3E%20Category%20price,of%20the%20retail%20category%20hierarchies.\" target=\"_blank\" rel=\"noreferrer noopener\">Set category-based prices<\/a>)<\/li><li>Discount products based on catalogs (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/set-up-product-catalog-walkthrough\" target=\"_blank\" rel=\"noreferrer noopener\">Set up a product catalog<\/a>)<\/li><li>Set up affiliated pricing (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-an-affiliation-and-its-discounts\" target=\"_blank\" rel=\"noreferrer noopener\">Set up affiliation and its discounts<\/a>)<\/li><li>adjust prices (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/price-adjustments-discounts\" target=\"_blank\" rel=\"noreferrer noopener\">Price adjustments and discounts<\/a>)<\/li><li>Create price groups (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/create-price-groups\" target=\"_blank\" rel=\"noreferrer noopener\">Create price groups<\/a>)<\/li><li>Configure mix and match discounts (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-a-mix-and-match-discount\" target=\"_blank\" rel=\"noreferrer noopener\">Set up a mix-and-match discount<\/a>)<\/li><li>Create quantity discounts (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-a-quantity-discount\" target=\"_blank\" rel=\"noreferrer noopener\">Set up a quantity discount<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Connect vendor information to products<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a vendor catalog (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/procurement\/vendor-catalogs-import\" target=\"_blank\" rel=\"noreferrer noopener\">Import vendor catalogs<\/a>)<\/li><li>Set up price margin alerts on a product (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-margin-alerts\" target=\"_blank\" rel=\"noreferrer noopener\">Set up margin alerts<\/a>)<\/li><li>Define price points for products (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/create-price-lists-price-list-items-define-pricing-products\" target=\"_blank\" rel=\"noreferrer noopener\">Define product pricing with price lists and price list items<\/a>)<\/li><li>Add vendor product numbers to a product (<strong>Microsoft Documentation: <\/strong><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-vendor-s-product-numbers\" target=\"_blank\" rel=\"noreferrer noopener\">Set up vendor&#8217;s product numbers<\/a>)<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Manage Retail Operations (15 \u2013 20%)<\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage workers<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create jobs (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/learn\/paths\/create-jobs\/\" target=\"_blank\" rel=\"noreferrer noopener\">Create jobs in Microsoft Dynamics 365 Business Central<\/a>)<\/li><li>Create positions (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/human-resources\/hr-personnel-set-up-positions\" target=\"_blank\" rel=\"noreferrer noopener\">Set up positions<\/a>)<\/li><li>Set up a worker (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/tasks\/worker\" target=\"_blank\" rel=\"noreferrer noopener\">Configure a worker<\/a>)<\/li><li>Create and link address books (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/new-address-book\" target=\"_blank\" rel=\"noreferrer noopener\">Create new address book<\/a>)<\/li><li>Implement role-based security (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/dev-itpro\/sysadmin\/role-based-security\" target=\"_blank\" rel=\"noreferrer noopener\">Role-based security<\/a>)<\/li><li>View and manage shifts <\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Generate retail information reports<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Identify available reports (<strong>Microsoft Documentation: <\/strong><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/customerengagement\/on-premises\/customize\/customize-organize-reports\" target=\"_blank\" rel=\"noreferrer noopener\">Customize and organize reports<\/a>)<\/li><li>Identify available workspaces <\/li><li>perform recency, frequency, and monetary (rfm) analysis (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/set-up-rfm-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">Set up Recency, Frequency, and Monetary (RFM) analysis<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Implement customer loyalty schemes and gift cards<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Describe the loyalty setup process (<strong>Microsoft Documentation: <\/strong><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/set-up-customer-loyalty-program\" target=\"_blank\" rel=\"noreferrer noopener\">Loyalty overview<\/a>)<\/li><li>Configure prerequisite components <\/li><li>Create a customer loyalty scheme and program (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-loyalty-programs\" target=\"_blank\" rel=\"noreferrer noopener\">Set up loyalty programs<\/a>)<\/li><li>Process loyalty transactions<\/li><li>resolve loyalty card number conflicts (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/resolve-conflicts-in-loyalty-card-numbers-after-upgrade-retail\" target=\"_blank\" rel=\"noreferrer noopener\">Resolve conflicts in loyalty card numbers after upgrade (Retail)<\/a>)<\/li><li>Add products to loyalty schemes <\/li><li>set up physical and virtual gift cards (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-gift-cards\" target=\"_blank\" rel=\"noreferrer noopener\">Set up gift cards<\/a>)<\/li><li>Add funds to a gift card (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/sell-gift-cards-or-add-funds-to-them\" target=\"_blank\" rel=\"noreferrer noopener\">Sell gift cards or add funds to them<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage journals<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Describe post statement actions (<strong>Microsoft Documentation: <\/strong><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/tasks\/create-calculate-post-statement-retail-store\" target=\"_blank\" rel=\"noreferrer noopener\">Create, calculate, and post statements for a retail store<\/a>)<\/li><li>Create and calculate a statement (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/tasks\/run-job-post-statements\" target=\"_blank\" rel=\"noreferrer noopener\">Configure and run a job to post statements<\/a>)<\/li><li>View posted statements <\/li><li>Configure batch processes for statements (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/dev-itpro\/sysadmin\/batch-processing-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Batch processing overview<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage inventory replenishment and fulfillment<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Build replenishment rules (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-replenishment-rules\" target=\"_blank\" rel=\"noreferrer noopener\">Set up replenishment rules<\/a>)<\/li><li>Implement cross-docking for product distribution (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/warehousing\/planned-cross-docking\" target=\"_blank\" rel=\"noreferrer noopener\">Planned cross-docking<\/a>)<\/li><li>Create a buyer\u2019s push (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/use-buyer-s-push-to-distribute-products\" target=\"_blank\" rel=\"noreferrer noopener\">Use buyer&#8217;s push to distribute products<\/a>)<\/li><li>create a replenishment hierarchy (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-replenishment-hierarchies\" target=\"_blank\" rel=\"noreferrer noopener\">Set up replenishment hierarchies<\/a>)<\/li><li>Create service categories <\/li><li>Set up distributed order management (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/dom\" target=\"_blank\" rel=\"noreferrer noopener\">Distributed order management (DOM)<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage a call center<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create fraud rules (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/fraud-protection\/rules\" target=\"_blank\" rel=\"noreferrer noopener\">Manage rules for Fraud Protection<\/a>)<\/li><li>Create a continuity program (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/set-up-continuity-program\" target=\"_blank\" rel=\"noreferrer noopener\">Set up continuity programs for call centers<\/a>)<\/li><li>Create continuity orders (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/tasks\/use-continuity-program#:~:text=In%20the%20Continuity%20item%20field,settings%20of%20your%20continuity%20programs.\" target=\"_blank\" rel=\"noreferrer noopener\">Using continuity program<\/a>)<\/li><li>Implement credit card and refund workbenches <\/li><li>Configure check holds <\/li><li>Set up credit limit checking (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/sales-marketing\/credit-limits-customers#:~:text=In%20the%20Accounts%20receivable%20parameters%20form%2C%20in%20the%20Credit%20rating,limit%20on%20free%20text%20invoice.&amp;text=order%20(manually%20entered)-,In%20the%20Accounts%20receivable%20parameters%20form%2C%20in%20the%20Credit%20rating,credit%20limit%20on%20sales%20order.\" target=\"_blank\" rel=\"noreferrer noopener\">Credit limits for customers<\/a>)<\/li><li>Create rules for up-selling and cross-selling (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-products-for-cross-selling-and-up-selling\" target=\"_blank\" rel=\"noreferrer noopener\">Set up products for cross-selling and up-selling<\/a>)<\/li><li>Set up target markets<\/li><li>Create and use scripts <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Conduct Retail Activities (25 \u2013 30%)<\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Perform POS operations<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>conduct a transaction (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/finance\/accounts-receivable\/customer-transactions-list-page\" target=\"_blank\" rel=\"noreferrer noopener\">Customer transactions list page<\/a>)<\/li><li>override a price (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/apply-overrides\" target=\"_blank\" rel=\"noreferrer noopener\">Apply overrides<\/a>)<\/li><li>identify reason codes and hold codes (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/human-resources\/hr-benefits-setup-reason-codes\" target=\"_blank\" rel=\"noreferrer noopener\">Set up reason codes<\/a>)<\/li><li>hold and recall a transaction<\/li><li>clear a hold (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/supply-chain\/sales-marketing\/tasks\/manage-order-holds#:~:text=Click%20Clear%20holds.,the%20list%20of%20Active%20holds.\" target=\"_blank\" rel=\"noreferrer noopener\">Manage order holds<\/a>)<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage sale orders<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>View detailed status information for a sales order (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/status-of-sales-orders\" target=\"_blank\" rel=\"noreferrer noopener\">Status of sales orders<\/a>, <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/view-sales-orders-and-totals\" target=\"_blank\" rel=\"noreferrer noopener\">View sales orders and totals<\/a>)<\/li><li>Identify sales order cancellation constraints <\/li><li>Configure price matching (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/match-prices-for-products\" target=\"_blank\" rel=\"noreferrer noopener\">Match prices for products<\/a>)<\/li><li>Configure prepayment<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage customers<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a customer <\/li><li>Check for duplicate customers (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/power-platform\/admin\/set-up-duplicate-detection-rules-keep-data-clean\" target=\"_blank\" rel=\"noreferrer noopener\">Set up duplicate detection rules to keep your data clean<\/a>)<\/li><li>&nbsp;Merge and unmerge customer records (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/merge-duplicate-customer-records\" target=\"_blank\" rel=\"noreferrer noopener\">Merge duplicate customer records<\/a>)<\/li><li>&nbsp;Create and configure cases (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/learn\/modules\/managing-cases-with-dynamics-365\/\" target=\"_blank\" rel=\"noreferrer noopener\">Managing cases with Dynamics 365<\/a>)<\/li><li>&nbsp;Search for a customer<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage drawer operations and daily operations<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Perform opening procedures conduct tender operations <\/li><li>Perform overrides (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/apply-overrides\" target=\"_blank\" rel=\"noreferrer noopener\">Apply overrides<\/a>, <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/shift-drawer-management\" target=\"_blank\" rel=\"noreferrer noopener\">Shift and cash drawer management<\/a>)<\/li><li>Perform closing procedures (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/finance\/general-ledger\/year-end-close\" target=\"_blank\" rel=\"noreferrer noopener\">Year-end close<\/a>, <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/shift-drawer-management\" target=\"_blank\" rel=\"noreferrer noopener\">Shift and cash drawer management<\/a>)<\/li><li>Open, pause, resume, and close shifts <\/li><li>Clock in and out (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/retail-time-attendance\" target=\"_blank\" rel=\"noreferrer noopener\">Time and attendance management in Retail<\/a>)<\/li><li>Create sales with cash or credit card payments (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/payment-methods\" target=\"_blank\" rel=\"noreferrer noopener\">Payment methods<\/a>)<\/li><li>Void transactions (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/pos-suspend-recall-transactions\" target=\"_blank\" rel=\"noreferrer noopener\">Suspend and resume a transaction in the point of sale (POS)<\/a>)<\/li><li>Accept returns <\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage installment billing<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Set up and configure installment billing (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/work-with-installment-billing\" target=\"_blank\" rel=\"noreferrer noopener\">Work with installment billing<\/a>)<\/li><li>Create payment schedules (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamicsax-2012\/appuser-itpro\/set-up-payment-schedules-on-orders\" target=\"_blank\" rel=\"noreferrer noopener\">Set up payment schedules on orders<\/a>)<\/li><li>Add installments to a sales order<\/li><li>Process installment billing payments<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Manage returns and Return Merchandise Authorization (RMA) processing<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Identify steps in the RMA process (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/field-service\/process-return\" target=\"_blank\" rel=\"noreferrer noopener\">Process a return (return merchandise authorization and returns to the vendor)<\/a>)<\/li><li>Create an RMA (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/field-service\/process-return\" target=\"_blank\" rel=\"noreferrer noopener\">Process a return (return merchandise authorization and returns to the vendor)<\/a>)<\/li><li>Configure process return options (<strong>Microsoft Documentation:<\/strong> <a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/commerce\/orderexchanges\" target=\"_blank\" rel=\"noreferrer noopener\">Configure and process an exchange on a return order<\/a>)<\/li><li>Configure payment methods for returns<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Microsoft Documentation<\/strong><\/h3>\n\n\n\n<p>To gain a better understanding of the exam course and concepts you must refer the Microsoft Documentation-<a rel=\"noreferrer noopener\" href=\"https:\/\/docs.microsoft.com\/en-in\/dynamics365\/\" target=\"_blank\"> Microsoft Dynamics 365 documentation <\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Preparatory Guide for Microsoft Dynamics 365 for Retail<\/strong> <strong>Exam MB6-897<\/strong><\/h3>\n\n\n\n<p>The key to successfully pass an exam is by preparing right. Preparations demand consistency and determination. There are plenty of resources available, for your preparations. This preparatory Guide will offer you a close view of the available learning resources and steps to pass the exam.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/How-Reading-Helps-Children-6-160x400.png\" alt=\"study guide\" class=\"wp-image-11718\" width=\"800\" height=\"2000\" srcset=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/How-Reading-Helps-Children-6-160x400.png 160w, https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/How-Reading-Helps-Children-6.png 800w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1- Refer the Official Exam Guide<\/strong><\/h3>\n\n\n\n<p>Firstly, you need to go through the <a href=\"https:\/\/docs.microsoft.com\/en-us\/learn\/certifications\/exams\/mb6-897?tab=tab-learning-paths\" target=\"_blank\" rel=\"noreferrer noopener\">official guide of Microsoft MB6-897 exam<\/a>. Familiarise yourself with all the objectives and course domains of the exam. Further, devote enough time to each topic and have in depth knowledge of the subject by tailoring your study focus around the course domains. The official guide acts as a blueprint for the exam, hence always remember to refer it. &nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2- Set up a Study Schedule<\/strong><\/h3>\n\n\n\n<p>Devising a Study Plan is the next step. You need to devote time to your preparations daily. The Microsoft MB6-897 exam covers a huge syllabus. Moreover, you need to be well updated with the current changes to as to clear the exam. All this can be achieved if you stay consistent with your preparations. Make a study plan which helps you prepare well and also avoids distractions. Remember, consistency is the key so start early and devote time to your preparations daily.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3- Refer Books- your best friends<\/strong><\/h3>\n\n\n\n<p>Books are one of the most golden ways to prepare for an exam. They are an essential ingredient in your preparations. They also help you gain in depth understanding about the exam course and concepts. While providing you with profound knowledge of the exam fundamentals books also help you with their real world examples and case studies. Such understanding will surely help you ace the exam<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/images-na.ssl-images-amazon.com\/images\/I\/71zEFP8Wj8L._SX679_.jpg\" alt=\" Microsoft Dynamics 365 for Retail Book\" width=\"196\" height=\"196\"\/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4- Take up a Training Course<\/strong><\/h3>\n\n\n\n<p>Training is a must while preparing. Training courses provide hands on experience and practical knowledge about the exam. Such understanding is necessary while preparing for Microsoft MB6-894 exam. <a href=\"https:\/\/partner.microsoft.com\/en-gb\/Search#\/?search=MB6-897\" target=\"_blank\" rel=\"noreferrer noopener\">The training course <\/a>can be taken up either as face to face training or online self- study.<\/p>\n\n\n\n<p>In the face to face training you are provided with an instructor and you learn in real time. You also get a chance to interact with the instructor and clarify your queries.<\/p>\n\n\n\n<p>The online self-study learning packages help you learn at your own pace. Moreover, you get recorded lectures and other preparatory materials.<\/p>\n\n\n\n<p>Also, make sure you enrich your preparations with such training courses from an authentic platform and ace the exam.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 5- Join the Community<\/strong><\/h3>\n\n\n\n<p>Online forums and study groups are indeed a great way to prepare for the MB6-897 Exam. The best way to get in touch with other candidates is through study forums or online groups. Moreover, you can ask a question related to the topic you\u2019re having difficulty with.<\/p>\n\n\n\n<p>Also, such groups provide regular insights about the exams. The discussions are really beneficial for you to excel the exam.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 6- Attempt Practice Tests<\/strong><\/h3>\n\n\n\n<p>Finally, it is time to check your preparations. Self-Evaluation is the key and hence your next step is to go for practice tests.  Additionally, The more you\u2019re going to practice, the better for you. These practice tests provide you with the real exam environment and also help you analyse areas that need improvement. Strengthening your weaker domains will surely help you pass with flying colours. So, attempt as many practice tests as you can. <a rel=\"noreferrer noopener\" href=\"https:\/\/www.testpreptraining.ai\/microsoft-dynamics-365-for-retail-mb6-897-free-practice-test\" target=\"_blank\">Start practising now.<\/a><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/www.testpreptraining.ai\/microsoft-dynamics-365-for-retail-mb6-897-free-practice-test\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Free-Practice-Tests-13-750x117.png\" alt=\": MB6-897 Practice Test\" class=\"wp-image-11629\" width=\"960\" height=\"150\" srcset=\"https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Free-Practice-Tests-13-750x117.png 750w, https:\/\/www.testpreptraining.ai\/tutorial\/wp-content\/uploads\/2020\/07\/Free-Practice-Tests-13.png 961w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/a><\/figure><\/div>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Get ready to highlight your skills by qualifying the  MB6-897: Microsoft Dynamics 365 for Retail. <a rel=\"noreferrer noopener\" href=\"https:\/\/www.testpreptraining.ai\/microsoft-dynamics-365-for-retail-mb6-897-exam\" target=\"_blank\">Start your preparations Now!<\/a><\/strong><\/h5>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft MB6-897: Microsoft Dynamics 365 for Retail certification exam helps you demonstrate your expertise and recognises your skills. Additionally, this exam makes sure that you have all the relevant skill and makes you job-ready. However, given the vast syllabus and tricky questions the exam is said to be a tough nut to crack. You need&#8230;<\/p>\n","protected":false},"author":1,"featured_media":11619,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[5739,1226],"tags":[4,1733,1734,1735],"class_list":["post-11615","page","type-page","status-publish","has-post-thumbnail","hentry","category-it","category-microsoft","tag-m4f","tag-microsoft-dynamics-365-for-retail","tag-microsoft-mb6-897-exam-guide","tag-microsoft-mb6-897-preparatory-guide"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Exam MB6-897: Microsoft Dynamics 365 for Retail | Preparation Guide<\/title>\n<meta name=\"description\" content=\"Validate your skills to advance your career by qualifying the Microsoft: MB6-897 Microsoft Dynamics 365 for Retail | Tutorials and Preparatory Guide\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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