Configure and use point of sale in Dynamics 365 Commerce

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Free Online Course: Configure and use point of sale in Dynamics 365 Commerce provided by Microsoft Learn is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Dynamics 365 Commerce allows for the centralized configuration and management of multiple Commerce channels.
    • In this module, you will:

      • Learn how to configure profiles and create registers and devices.
      • Learn how to design receipt and screen layouts.
      • Learn how to configure a worker’s card and assign operations and permissions.
      • Learn how to create a retail store.
      • Activate Modern POS (MPOS) and Cloud POS (CPOS).
    • Module 2: Transactions can be performed in Dynamics 365 Commerce point of sale (POS) to register sales and returns in several ways.
    • In this module, you will:

      • Create a cash and carry transaction for a walk-in customer.
      • Create a customer order.
      • Cancel and return transactions.
      • Suspend and recall a transaction.
      • Work with serialized items.
    • Module 3: Retail statements and near real-time order creation is the process of transforming the retail transactions in Dynamics 365 Commerce into physical and financial transactions.
    • In this module, you will:

      • Discover the difference between the traditional retail statements posting and the near real-time order creation.
      • Learn how to enable and work with near real-time order creation.
      • Learn how to create, calculate, and post retail statements.

Syllabus
    • Module 1: Configure a retail store and POS in Dynamics 365 Commerce
      • Introduction
      • Create registers and devices
      • Create functionality and visual profiles
      • Design a screen layout
      • Design a receipt layout
      • Create workers and attach permissions
      • Create a retail store
      • Activate MPOS
      • Activate CPOS
      • Exercise - Associate a user identity
      • Exercise - Create a new CPOS register and device for a store
      • Exercise - Activate a CPOS terminal
      • Exercise - Create a position and assign POS permissions to a worker
      • Check your knowledge
      • Summary
    • Module 2: Create transactions in point of sale in Dynamics 365 Commerce
      • Introduction
      • Create cash and carry transactions in POS
      • Product search and customer search in POS
      • Create a POS pickup and ship customer order
      • Work with serialized items in the POS
      • Suspend or recall a POS transaction
      • Edit an existing customer order
      • Void transactions in POS
      • Cancel transactions in POS
      • Return orders in POS
      • Exercise - Create a basic cash and carry transaction by using different item entry methods
      • Exercise - Suspend and recall a transaction
      • Exercise - Create a customer order
      • Check your knowledge
      • Summary
    • Module 3: Manage statement posting in Dynamics 365 Commerce
      • Introduction
      • Statement posting process
      • Work with statements
      • Work with near real-time order creation
      • Check your knowledge
      • Summary