2 Days
On Demand
This Revision
Microsoft Dynamics 365 Commerce
Delivery Method
Instructor Led Classroom and Online

MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant


You will learn in this course to design, configure, and manage Dynamics 365 Commerce and provide ongoing support for the app. You will gain a strong understanding of unified commerce business operations as well as experience deploying, using, and maintaining Dynamics 365 Commerce.


Module 1: Configure Dynamics 365 Commerce Headquarters


Configure prerequisites and commerce parameters

create employee and customer address books
configure and manage retail workers
assign address books to customers, channels, and workers
create email templates and email notification profiles
configure organizational hierarchies and hierarchy purposes
configure Commerce shared parameters
configure company-specific Commerce parameters


Describe and configure additional functionality

create and configure channel and sales order attributes
configure commissions and sales representatives
configure payment methods and card types
configure and manage gift cards
describe Omni-channel capabilities including payments, orders, and returns
configure data distribution
create info codes, sub-codes, and info code groups describe Dynamics 365 Fraud Protection purchase protection, loss prevention, and account protection


Manage statements

describe advantages of using trickle feed-based posting
validate retail transactions by using the transaction consistency checker
configure and manage retail statement calculations and posting
troubleshoot statement posting issues


Configure Distributed Order Management (DOM)

configure fulfillment profiles
configure cost components including shipping, handling, and packaging costs
configure management rules and parameters
monitor fulfillment plans and order exceptions


Configure order fulfillment

configure modes of delivery including shipments, pick up, and carry out
configure curbside customer order pickup
configure charge codes, charge groups, and automatic charges
configure and assign order fulfillment groups


Configure products, prices, discounts, loyalty, and affiliations

Configure products and merchandising

configure product category hierarchies
configure product attributes and attribute groups
configure assortments and product catalogs
manage product labels and shelf labels
describe uses cases for recommendation types including product, personalized, Shop
similar looks, and Shop similar descriptions recommendations
configure recommendations
configure warranty settings
configure inventory buffers and inventory levels
configure products and variants including configuring barcodes

Manage pricing

design and create price groups
configure pricing priorities configure product pricing including smart rounding
configure catalog pricing
configure affiliation pricing
configure category pricing rules

Manage discounts and promotions

configure discount parameters
configure channel or customer-specific discounts
configure quantity, shipping, tender-based, and threshold-based discounts
configure discount concurrency rules
manage coupons

Manage customers, loyalty, and affiliations

configure client books
configure customer attributes
configure customer affiliations
configure loyalty programs, loyalty schemes, and reward points
manage loyalty tier calculations and processing

Manage Point of Sale (POS) in Dynamics 365 Commerce (15-20%)

Configure retail stores

create a retail store
configure POS registers and devices
configure retail profiles
configure sales tax overrides
configure Task Management lists and parameters
define cash management processes
define shifts and shift management processes
configure channel return policies
describe offline capabilities and limitations

Manage store inventory

configure availability calculations for products
manage inbound and outbound inventory operations
process customer pick-up and shipment orders
manage inventory processes including stock counts
look up product inventory
process serialized items Perform POS operations
perform sales and order processes
perform end of day processes
reconcile store cash
monitor store productivity by using task management and reporting features


Configure and Manage Dynamics 365 Commerce call centers

Configure call centers

create a call center
configure and publish product catalogs
create product catalog scripts
configure fraud conditions, rules, and variables to trigger order holds
configure fraud alerts


Configure continuity orders and installment billing

set up continuity programs and parameters
configure continuity order batch jobs
manage continuity child orders

Manage call centers
create, modify, and process sales orders
process call center payments
manage order holds
create return merchandise authorizations (RMAs)
process returns, exchanges, and replacements


Manage e-commerce (15-20%)

Configure an e-commerce channel

create an online store
configure an e-commerce site
configure channel assignments for an e-commerce site
configure ratings and reviews


Manage e-commerce content

configure URLs and aliases  configure product detail pages and category pages
manage site themes, page fragments, templates, layouts, and pages
upload and manage digital assets including videos and images
set focal points and attribute values for media assets
configure publish groups


Operate an e-commerce channel

create e-commerce orders
synchronize e-commerce orders
moderate ratings and reviews


Configure business-to-business (B2B) e-commerce

describe differences between B2B and business-to-consumer (B2C) solutions
describe use cases for organizational modeling hierarchies
manage business partners and business partner users
configure product quantity limit


This course has been designed to apply to end users of Microsoft Dynamics 365, including:

  • Sales Representatives
  • Customer Service Representatives
  • Marketing Personnel
  • Project Managers
  • General End Users who are looking to improve skill in Dynamics 365
  • It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

At Course Completion

After completing this course, students will be able to:

  • Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Version 9, including Sales, Service and Marketing
  • Understand the differences between the Web and Unified Client Interface (UCI)
  • Be able to Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365
  • Create Posts, Notes and Activities. Interact with the Relationship Assistant
  • Manage, Assign and Complete Activities
  • Understand Connections and use them to relate records together
  • Create and save a Personal View of records
  • Share records and views with other Users
  • Perform bulk operations on records
  • Configure Personal Options to customize the user experience
  • Track Email, Appointments and Tasks in Outlook against records in Dynamics 365
  • Proficiently find information using Global Search, Quick Find and Advanced Find
  • Explore the out of the box Reports and create a custom Report using the Report Wizard
  • Create a Personal Chart and Dashboard and set as your homepage