A structured guide to jumpstart your Dynamics 365 Commerce journey — from product setup to store financials.
An introduction to the Dynamics 365 Commerce platform — what it does, who it's for, and how it fits into the Microsoft ecosystem.
Understand the four pillars of D365 Commerce — Headquarters, Commerce Scale Unit, Point of Sale, and the E-Commerce storefront.
How D365 Commerce organizes retail channels, legal entities, and the organizational hierarchy that drives configuration.
Step-by-step guide to creating products in D365 — product masters, released products, and the product lifecycle.
How to configure product dimensions (Size, Color, Style, Configuration) and create variants in D365 Commerce.
Define and assign product attributes to enrich product data for POS, e-commerce search, and filtering.
Build and manage the retail product hierarchy — category nodes, attribute inheritance, and how categories drive navigation.
Managing product images, media files, and how they sync from HQ to the channel database and e-commerce storefront.
Setting up barcodes, GS1 scanning, units of measure, and how they tie together at the POS register.
Creating product kits in D365 Commerce — defining kit components, substitutions, and how kits are sold and disassembled.
What assortments are in D365 Commerce, how they control product availability per channel, and why they matter.
How to create assortments, assign products and categories, link to channels, and publish so they reflect at POS.
Using effective and expiration dates on assortments to manage seasonal ranges, product launches, and product exits.
How price groups work in D365 Commerce and how they link channels, loyalty programs, affiliations, and catalogs to pricing.
Setting up trade agreements to define base selling prices for products across channels and customer groups.
A breakdown of all four D365 Commerce discount types — when to use each, how to configure them, and how they combine.
Creating and managing coupon codes in D365 Commerce — single-use, multi-use, and linking coupons to discount records.
Setting up loyalty schemes in D365 Commerce — loyalty programs, tiers, earning rules, redemption rules, and POS integration.
How to create a retail store channel in D365 Commerce HQ — store settings, warehouse linkage, and channel database configuration.
Setting up POS registers, activating devices, and configuring hardware profiles for printers, drawers, and payment terminals.
Configuring POS functionality profiles (buttons, features, permissions) and receipt profiles for customer-facing receipts.
How to set up and assign payment methods (cash, card, gift card, loyalty) to a store in D365 Commerce.
Creating workers, assigning POS roles, and managing permission groups to control what staff can do at the register.
Designing POS screen layouts and button grids in D365 Commerce — adding operations, product shortcuts, and deploying to registers.
Using info codes in D365 Commerce to capture additional data at POS — reason codes, prompts, and sub-code branching.
Configuring delivery modes in D365 Commerce — standard, express, pickup — and assigning them to channels and charges.
How shifts work in D365 Commerce POS — opening shifts, blind close, shared shifts, and end-of-shift cash declaration.
Walk through a standard POS sale — adding items, applying discounts, selecting payment, and completing the transaction.
Handling returns with and without receipt, product exchanges, transaction voids, and the impact on inventory and financials.
Creating customer orders at POS — deposits, order pickup, ship-from-store, and managing order fulfillment workflows.
Managing cash at POS — opening float, safe drops, bank drops, tender removal, and keeping tills balanced during the day.
Selling, redeeming, and managing gift cards in D365 Commerce — internal gift cards, external providers, and balance inquiries.
How to suspend a transaction mid-sale and recall it — use cases, limitations, and impact on shift totals.
Configuring retail statements in D365 Commerce — statement method, closing method, rounding, and posting parameters.
The end-to-end flow of creating, calculating, validating, and posting retail statements to the general ledger.
How tender declaration works at POS, what gets compared at statement time, and how variances are handled.
Reconciling card payments, bank deposits, and other tender types from POS against your bank and general ledger.
Configuring expense accounts in D365 Commerce for petty cash, store expenses, and non-sales tender movements.
How gift card sales and redemptions post to the general ledger in D365 Commerce — liability accounts and breakage.
Overview of inbound inventory operations in D365 Commerce — purchase orders, transfer orders, and how they flow to the store.
Receiving stock against purchase orders using the D365 Commerce POS inbound operation — full and partial receipts.
Running stock counts in D365 Commerce — creating counting journals, counting at POS, and posting adjustments.
Creating and fulfilling inter-store transfer orders in D365 Commerce — ship from store and receive at destination.
Using inventory lookup at POS to check stock across stores and warehouses, and understanding available-to-promise logic.
How orders flow across channels in D365 Commerce — online, POS, call center — and the unified order management model.
How DOM works in D365 Commerce — fulfillment profiles, rules, and how the engine assigns orders to the optimal location.
Configuring and operating BOPIS in D365 Commerce — online order pickup, store notification, and the POS pickup flow.
Enabling and managing ship-from-store fulfillment in D365 Commerce — store inventory as a fulfillment node for online orders.
Creating and managing customer accounts in D365 Commerce — customer groups, address books, and profile attributes.
Using affiliations in D365 Commerce to apply targeted pricing and discounts to customer segments like employees or members.
Defining and collecting custom customer attributes at POS and online — extending the customer profile beyond standard fields.
Key differences between B2B and B2C configurations in D365 Commerce — org models, pricing, order workflows, and site setup.
Creating and configuring an e-commerce channel in D365 Commerce HQ — channel settings, currencies, and linking to a CSU.
An introduction to D365 Commerce Site Builder — pages, templates, fragments, and the authoring workflow.
Managing content pages, banners, and media in Site Builder — the publish workflow, preview environments, and content slots.
Configuring product search, refiners, faceted navigation, and category landing pages for the e-commerce storefront.
Enabling and moderating product ratings and reviews on your D365 Commerce e-commerce site.
How sales tax is configured in D365 Commerce — tax groups, item tax groups, and how they combine to calculate tax.
Configuring and applying tax overrides in D365 Commerce POS — when to use them and how they affect statement posting.
Setting up tax at the channel level in D365 Commerce — channel-specific tax groups, destination-based tax, and exemptions.
Overview of the standard reports available in D365 Commerce HQ — sales, inventory, payment, and channel performance reports.
Connecting D365 Commerce data to Power BI — available content packs, data entities, and building custom dashboards.
Monitoring channel health in D365 Commerce — key metrics, sales dashboards, and how to track performance across stores.
How CDX works in D365 Commerce — the data sync engine that keeps HQ and channel databases in sync. Essential reading for every implementer.
Understanding P-jobs (pull from channel) and N-jobs (push to channel) — the most common cause of 'why isn't my change showing at POS?'
When D365 Commerce POS calls HQ in real time vs. using the local channel DB — understanding the boundary and failure scenarios.