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.

"I absolutely recommend for others to use the IBI platform because of the flexibility it provides, because of the relevance of the content, and because of the excellent partnership we built with IBI"

Agnes Simay

Head of Customer Service Europe, On Running

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.

"It created more understanding and confidence within our team."

Stephanie Lavinskas

Director of Organizational Change Management, The Heico Companies