MB6-897 Microsoft Dynamics 365 for Retail

Published: October 23, 2017
Languages: English
Audiences: IT professionals, Information workers
Technology: Microsoft Dynamics 365 for Retail
Credit toward certification: MCP, MCSE

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Set up and configure organizational parameters (20 – 25%)
Model an organization
This objective may include but is not limited to: create models of organizations; create and configure organization hierarchies; create and modify retail operating units
Configure retail parameters
This objective may include but is not limited to: set up a retail store set up info codes and sub codes; assign and translate info codes; configure units of measure and conversion; define retail parameters; set up sales tax and sales tax overrides; describe and configure payment methods; configure payment connectors; set up credit card payment services; configure full-text search
Configure workflows
This objective may include but is not limited to: Describe retail workflow features; configure workflow prerequisites; create and configure workflows, activate a workflow; associate workflows with an organization; monitor workflow status
Integrate stores
This objective may include but is not limited to: configure and monitor Commerce Data Exchange services; test and troubleshoot Async client and server connectivity; view retail channel transactions; set up up store locator groups
Manage retail channels
This objective may include but is not limited to: build an online store; synchronize online store sales orders; create a call center

Set up and Configure Point of Sale (10 – 15%)
Perform Point of Sale (POS) set up processes
This objective may include but is not limited to: set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles; configure a receipt format; set up data distribution
Configure POS terminals
This objective may include but is not limited to: set up keyboard mapping groups; configure POS permission groups; create registers and POS devices; create screen layouts that use button grids and images; manage drawer operations
Configure barcodes and labels
This objective may include but is not limited to: create and view barcodes for specific products; print shelf labels; create barcode masks

Set up and Configure Products (15 – 20%)
Configure basic product parameters
This objective may include but is not limited to: create product dimensions and dimension groups; create a product; create and modify product attributes; create product features and assortments; create product relationship types and product relationships; create a product master or variant; create, assemble, disassemble, and sell product kits
Build product category hierarchies
This objective may include but is not limited to: describe hierarchy types; create a category hierarchy; maintain hierarchies; bulk edit a category
Create and manage catalogs
This objective may include but is not limited to: Create a catalog; configure and analyze catalog layout; update, validate, approve and publish catalogs; create source codes
Manage delivery modes
This objective may include but is not limited to: set up delivery modes; add channels to delivery modes; add products to delivery modes
Manage direct delivery
This objective may include but is not limited to: set up direct delivery; configure products and sales orders for direct delivery; confirm direct delivery orders; create pick waves; set up the picking process; create a workbench; generate picking workbench sessions
Manage pricing discounts
This objective may include but is not limited to: create catgory pricing rules; discount products based on catalogs; set up affiliated pricing; adjust prices; create price groups; configure mix and match discounts; create quantity discounts
Connect vendor information to products
This objective may include but is not limited to: create a vendor catalog; set up price margin alerts on a product; define price points for products; add vendor product numbers to a product

Manage Retail Operations (15 – 20%)
Manage workers
This objective may include but is not limited to: create jobs; create positions; set up a worker; create and link address books; implement role-based security; view and manage shifts
Generate retail information reports
This objective may include but is not limited to: identify available reports; identify available workspaces; perform recency, frequency, and monetary (RFM) analysis
Implement customer loyalty schemes and gift cards
This objective may include but is not limited to: describe the loyalty setup process; configure prerequisite components; create a customer loyalty scheme and program; process loyalty transactions; resolve loyalty card number conflicts; add products to loyalty schemes; set up physical and virtual gift cards; add funds to a gift card
Manage journals
This objective may include but is not limited to: describe post statement actions; create and calculate a statement; view posted statements; configure batch processes for statements
Manage inventory replenishment
This objective may include but is not limited to: build replenishment rules; implement cross docking for product distribution; create a buyer’s push; create a replenishment hierarchy; create service categories
Manage a call center
This objective may include but is not limited to: create fraud rules; create a continuity program; create continuity orders; implement credit card and refund workbenches; configure check holds; set up credit limit checking; create rules for up-selling and cross-selling; set up target markets; create and use scripts

Conduct Retail Activities (25 – 30%)
Perform POS operations
This objective may include but is not limited to: conduct a transaction; override a price; identify reason codes and hold codes; hold and recall a transaction; clear a hold
Manage sale orders
This objective may include but is not limited to: view detailed status information for a sales order; identify sales order cancellation constraints; configure price matching; configure prepayment
Manage customers
This objective may include but is not limited to: create a customer; check for duplicate customers; merge and unmerge customer records; create and configure cases; search for a customer
Manage drawer operations and daily operations
This objective may include but is not limited to: perform opening procedures; conduct tender operations; perform overrides; perform closing procedures; open, pause, resume, and close shifts; clock in and out; create sales with cash or credit card payments; void transactions; accept returns
Manage installment billing
This objective may include but is not limited to: set up and configure installment billing; create payment schedules; add installments to a sales order; process installment billing payments
Manage returns and Return Merchandise Authorization (RMA) processing
This objective may include but is not limited to: identify steps in the RMA process; create an RMA; configure process return options

Question 1:
You need to capture details and notes for a customer.
Which two actions should you perform? Each correct answer presents part of the solution.

A. Define case categories.
B. Create customers.
C. Create contacts.
D. Define the case process.

Answer: A,D

Question 2:
You need to set up and configure a product kit.
Winch two actions should you perform? Eachcorrect answer presents part ofthe solution.

A. Define kit pricing.
B. Generate an assembly order.
C. Add the product kit to a retail assortment.
D. Create new counting journals.

Answer: A,B

Question 3:
Which three point of sale (POS) operations can you void? Each correct answer presents a complete solution.
A. entire transaction
B. bank drop
C. line items
D. safe drop
E. payment

Answer: B,D,E

You are a Microsoft Dynamics365 for Retail administrator.
You need to modify a store record to set up tax calculationsbased on the delivery location.
Which option should you use?

A. sales tax code for a customer delivery address
B. sales tax group
C. sales tax code on a customer record
D. destination based tax
E. items sales tax group

Answer: A

Question 4:
You are configuring a visual profile for a new point ofsale (POS).
Which threefeatures are controlled by the visual profile configuration? Each correct answer
presents a complete solution.

A. button layout
B. POS type
C. screen layout
D. cursor visibility
E. screen size

Answer: C,D,E