Train Your Users
on Dynamics 365
Commerce
- Increase retail revenue
- Reduce inventory loss
- Lower operating cost
Training on Retail
A well-trained retail team is essential as they interact directly with customers, ensuring smooth operations and great service. Without proper training in Dynamics 365 Commerce, misconfigurations and inefficiencies can disrupt sales, slow transactions, and impact store performance.
Learners
Retail users work on the front lines, engaging directly with customers to ensure smooth operations, while a small headquarters team manages strategy and execution.
- Merchandising Managers
- Category Managers
- Store Managers
- Retail Associates
Topics
Training topics in this area focus on speed and efficiency, enabling retail teams to assist customers, process transactions, and manage pricing and inventory seamlessly.
- Store Management
- Staff Management
- Point of Sale Management
- Retail Price and Discounts
- Loyalty – Gift Card – Coupon
- Retail Sales
- Retail Returns
- Retail Replenishment
Customizations
The retail processes vary most at the Point of Sale, where companies have unique interfaces and workflows. Dynamics 365 offers a highly configurable POS, allowing businesses to adapt without extensive customization.
Challenges
There are few challenges in this area.
Retail has a diverse user base with high turnover, making it challenging to deliver consistent, scalable training that quickly onboards new employees.
Unique Point of Sale processes and the demand for real-time speed make it essential to train employees on fast, intuitive workflows tailored to retail operations.
Training Approach
Here are a few suggestions for training these learners.
An online platform is ideal for training a large, diverse user base with high turnover, offering flexible learning and real-time progress tracking.
Custom courses align training with business needs, capturing unique Point of Sale workflows and user interface adjustments to train a large, distributed workforce.
Consider a hybrid training approach, where instructor-led sessions build on online training while supporting multiple training waves aligned with the store deployment schedule.
Training on E-Commerce
A skilled e-commerce team is critical to maintaining a seamless online shopping experience. Without proper Dynamics 365 Commerce training, inconsistent product data, order processing errors, and a disjointed omnichannel experience can lead to customer frustration, lost sales, and operational inefficiencies.
Learners
The E-Commerce team is a small, technical group behind the scenes, managing the company’s digital presence, product listings, transactions, and fulfillment.
- E-Commerce Managers
- Digital Merchandisers
- Web Content Managers
- Order Fulfillment Specialists
Topics
In this area, training focuses on seamless product presentation, efficient order processing, and smooth customer interactions in a fast-paced, ever-evolving online marketplace.
- Content Management System
- Online Store Management
- Online Order Lifecycle
- Online Returns
Customizations
Dynamics 365 features a powerful, configurable Content Management System (CMS), eliminating the need for most customizations.
Challenges
This area presents a few challenges.
E-Commerce in Dynamics 365 is deeply integrated with retail and call center channels, requiring cross-team collaboration to ensure a seamless omnichannel shopping experience.
The fast-paced nature of E-Commerce demands continuous learning, as teams must regularly update configurations, manage data, and adapt to market changes to stay competitive.
Training Approach
Here is how to effectively train these learners.
Cross-functional training is key, ensuring the e-commerce team understands retail and call center operations; thus, online training can provide alignment among departments.
With a small and technical team, training on unique processes can be effectively managed through documentation rather than costly course development.
We are here to help!!
30 minutes of insight, zero commitment – just practical advice to save you time and effort.