Configure and work with call centers in Dynamics 365 Commerce

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Free Online Course: Configure and work with call centers in Dynamics 365 Commerce provided by Microsoft Learn is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Defining a call center channel allows channel users to create and manage sales orders through Dynamics 365 Commerce Headquarters (HQ). Orders that are created in a call center channel can take advantage of specific Commerce capabilities such as payment processing and retail pricing and promotions. Defining a call center channel also allows the organization to define specific order processing settings and data defaults to the sales orders that were created by call center users.
    • In this module, you will:

      • Learn how to create a call center channel and to assign channel users, payment methods, price groups, and modes of delivery to it.
      • Work with call center features.
      • Create upsell and cross-sell items.
    • Module 2: The call center in Dynamics 365 Commerce is a channel where you can create, cancel, and return call center retail sales orders.
    • In this module, you will:

      • Learn how to create, cancel, and return a call center order.
      • Put call center order on hold and release it from hold.

Syllabus
    • Module 1: Configure a call center channel in Dynamics 365 Commerce
      • Introduction
      • Create a call center channel
      • Call center order processing options
      • Upsell and cross-sell in call centers
      • Work with continuity programs
      • Exercise - Create a call center
      • Exercise - Configure upsell components
      • Check your knowledge
      • Summary
    • Module 2: Create transactions in a call center in Dynamics 365 Commerce
      • Create a call center order
      • Cancel or return a customer order in the call center
      • Place a call center order on hold, and release from hold
      • Exercise – Create transactions in a call center
      • Check your knowledge
      • Summary