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- Streamline store processes and improve customer satisfaction with Store operations solution in Microsoft for Retail.
In this module, you'll:
- Learn about the Store operations solution components and architecture.
- Learn about the functionalities of Intelligent store operations to improve the efficiency of store operations.
- Learn how to use Clientel'ing to help store associates be aware of their customers' needs.
- Review the retail story and scenarios that are set up for use in other modules in this learning path.
- Follow the steps in the exercises to learn how to set up a training environment to use with Microsoft for Retail.
In this module, you'll:
- Set up Microsoft 365, Teams, and Power BI Premium licenses.
- Add Dataverse to the Microsoft Power Platform environment and deploy Store operations.
- Assign the manager security role to the manager user.
- Import a sample data package for training.
- Update the loyalty account number for a customer account.
- Upload product images.
- Set up Microsoft Teams and manage Microsoft Dataverse security setup.
- Learn how to set up sample data and security in a retail organization with Microsoft for Retail.
In this module, you:
- Set up organizational structures like territories and business units.
- Set up Teams hierarchy and assign necessary security roles to users and store teams.
- Configure Store operations Admin accessibility in Microsoft Teams.
- Define target groups and set up store zones.
- Define retail actions like task types, request types, cancellation reasons, appointment types and appointment teams.
- Discover how to efficiently manage templates and plans using Store operations, including setting up recurring tasks and assigning stores to target groups.
In this module, you:
- Set up templates and create plans to assign recurring tasks.
- Set up tasks for the plans.
- Assign stores to target groups and territories.
- Customize Store operations solution to integrate with third-party applications and fetch survey responses.
In this module, you:
- Customize Store operations solution to integrate with a third-party application and fetch product prices and stock count.
- Modify the frequency of the "Trigger execution plan" Power Automate flow.
- Extract survey response data.
- Customize forms for Store operations and publish the template plans.
- Discover how to set up Store operations Mobile and efficiently manage forms and tasks on your mobile device.
In this module, you:
- Set up Store operations Mobile and the mobile browser emulator.
- View a to-do list and complete a form template task.
- View a customer baseball card and then create a virtual appointment for a customer.
- Create an ad-hoc task and review the response.
- Deploy and set up the Retail Insights dashboard in Store operations to gain valuable insights.
In this module, you:
- Deploy the Retail Insights dashboard.
- Set up the Retail Insights dashboard.
- View insights on the Retail Insights dashboard.
