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Microsoft Dynamics 365 — Commerce & Finance and Operations
Microsoft Dynamics 365 Commerce

D365 Commerce

A cloud-based omnichannel retail solution that enables organizations to deliver seamless and personalized shopping experiences across physical stores, e-commerce websites, mobile applications, and call centers.

What is It?

Microsoft Dynamics 365 Commerce is a cloud-based omnichannel retail solution that enables organizations to deliver seamless and personalized shopping experiences across physical stores, e-commerce websites, mobile applications, and call centers. It unifies sales, inventory, customer data, order management, and retail operations into a single platform, helping businesses improve customer engagement, optimize retail processes, and increase revenue.

Key Features
1
Omnichannel Retail
2
Point of Sale (POS)
3
E-Commerce
4
Product Information Management (PIM)
5
Order Management
6
Inventory Visibility
7
Pricing and Promotions
8
Customer Loyalty
9
Store Operations
10
Payment Processing
11
AI-Powered Copilot
Benefits
Delivers a consistent shopping experience across all channels
Improves customer satisfaction and loyalty
Provides real-time inventory visibility
Optimizes order fulfillment and returns management
Increases sales through personalized promotions and recommendations
Streamlines retail store operations
Reduces operational costs through automation
Enables data-driven decision-making with analytics and AI
Supports scalable retail growth across regions and channels
Integration

Dynamics 365 Commerce integrates seamlessly with:

Dynamics 365 Finance
Dynamics 365 Supply Chain Management
Dynamics 365 Sales
Dynamics 365 Customer Insights
Microsoft 365 (Excel, Outlook, Teams)
Power BI
Power Apps
Power Automate
Azure AI and Azure Services
Payment gateways and third-party e-commerce platforms through APIs and connectors

Who Can Learn?

Microsoft Dynamics 365 Commerce is suited for:
  • Retail Managers
  • Store Managers
  • E-Commerce Professionals
  • Sales and Marketing Professionals
  • Inventory Managers
  • Supply Chain Professionals
  • ERP Functional Consultants
  • Business Analysts
  • Retail Operations Executives
  • MBA (Marketing and Retail) Graduates
  • Freshers interested in Retail ERP
  • Solution Consultant
  • ERP Implementation Consultant
  • Retail Operations Manager
Microsoft Dynamics 365 Commerce — Curriculum

A structured path from Commerce fundamentals through POS, e-commerce, inventory, pricing, and loyalty, to Finance/Supply Chain integration and real-world omnichannel implementation.

1Introduction to Microsoft Dynamics 365 Commerce

Overview of Commerce · Omnichannel retail concepts · Licensing overview · Navigation and user interface

2Omnichannel Retail

Unified commerce concepts · Channel management · Customer journey across channels

3Point of Sale (POS)

POS setup · Modern POS · Cloud POS · Offline mode

4E-Commerce

Storefront setup · Product catalog online · Checkout and cart configuration

5Product Information Management (PIM)

Product hierarchies · Attributes and variants · Catalog publishing

6Order Management

Order capture · Order fulfillment · Returns and exchanges

7Inventory Visibility

Real-time stock tracking · Cross-channel inventory · Availability rules

8Pricing and Promotions

Price groups · Discount rules · Promotion setup

9Customer Loyalty

Loyalty programs · Rewards and points · Customer segmentation

10Store Operations

Store setup · Staff scheduling · Store performance

11Payment Processing

Payment connectors · Payment methods · Payment security

12AI-Powered Copilot

AI-driven recommendations · Copilot in Commerce · Predictive insights

13Integration with Finance & Supply Chain

Cross-app data flow · Financial posting from retail transactions

14Integration with Sales & Customer Insights

Unified customer profiles · Sales-to-retail handoff

15Microsoft 365 & Power Platform Integration

Excel, Outlook and Teams integration · Power BI reporting · Power Automate workflows

16Reporting & Analytics

Sales dashboards · Inventory reports · Customer insights reporting

17Security & Governance

Role-based access · Store-level permissions · Data protection

18Hands-on Practical Exercises

Configure a POS · Set up an e-commerce storefront · Create a promotion · Process an order

19Real-Time Business Scenarios

End-to-end omnichannel purchase scenario · Store-to-online returns scenario

20Best Practices & Certification Preparation

Implementation best practices · Common pitfalls · Certification exam overview

Who Can Learn

Microsoft Dynamics 365 Commerce is suited for:
  • Retail Managers
  • Store Managers
  • E-Commerce Professionals
  • Sales & Marketing Professionals
  • Inventory Managers
  • Supply Chain Professionals
  • ERP Functional Consultants
  • Business Analysts
  • Retail Operations Executives
  • Freshers in Retail ERP
Prerequisites
  • Basic understanding of retail and business processes
  • Familiarity with Microsoft 365 applications
  • No prior Dynamics 365 Commerce experience required
LevelDuration
Fundamentals16–20 Hours
Functional Training30–40 Hours
Advanced with Projects45–60 Hours
Corporate Training5–7 Days
Certification Preparation40–50 Hours
Summary

Microsoft Dynamics 365 Commerce is a comprehensive omnichannel retail solution that enables organizations to manage retail operations across physical stores, online channels, and mobile platforms from a single, integrated system. By combining inventory management, POS, e-commerce, customer engagement, AI-powered insights, and seamless integration with Dynamics 365 Finance and Supply Chain Management, it helps businesses enhance customer experiences, optimize retail operations, increase sales, and drive sustainable growth.

Manage retail across stores, e-commerce, and mobile — inventory, POS, promotions, and AI-powered insights in one platform.
11 Key Features 20 Curriculum Modules AI-Powered Copilot
Microsoft Dynamics 365 Finance and Operations

Finance & Operations

A comprehensive cloud-based Enterprise Resource Planning (ERP) solution designed for medium and large enterprises, managing financials, supply chain, manufacturing, procurement, projects, warehousing, commerce, and global business operations from one platform.

What is It?

Microsoft Dynamics 365 Finance and Operations (D365 F&O) is a comprehensive cloud-based Enterprise Resource Planning (ERP) solution designed for medium and large enterprises. It helps organizations manage financials, supply chain, manufacturing, procurement, projects, warehousing, commerce, and global business operations from a single integrated platform. D365 F&O enables organizations to automate business processes, improve operational efficiency, gain real-time visibility into business performance, and support global operations with built-in compliance, analytics, and AI-driven insights. Microsoft now offers Finance and Operations as specialized applications such as Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, Dynamics 365 Human Resources, and Dynamics 365 Project Operations, though many professionals still use the term D365 F&O to refer to the overall ERP platform.

Key Functional Areas
1
Finance
2
Supply Chain Management
3
Manufacturing
4
Warehouse Management
5
Project Management and Accounting
6
Commerce
7
Asset Management
Benefits
Unified ERP platform for enterprise operations
End-to-end financial and operational visibility
Automation of business processes
Real-time analytics and reporting
Global compliance and localization support
Improved supply chain efficiency
Scalable for multinational organizations
Enhanced security and governance
Seamless integration with the Microsoft ecosystem
Technical Features
01Cloud-Based Architecture
02Dataverse Integration
03AI-Powered Copilot
04Embedded Power BI
05Workflow Automation
06Extensibility (X++ / Visual Studio)
07Role-Based Security
08REST APIs & Data Integration
09Electronic Reporting (ER)
10Data Management Framework (DMF)
Integration Capabilities

D365 F&O integrates with:

Microsoft 365 (Excel, Outlook, Teams)
Microsoft Power BI
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power Pages
Microsoft Dataverse
Dynamics 365 Sales
Azure Services
Third-party applications via APIs and connectors

Who Should Learn?

Microsoft Dynamics 365 F&O is suited for:
  • ERP Functional Consultants
  • Finance Consultants
  • Supply Chain Consultants
  • Manufacturing Consultants
  • Project Management Consultants
  • Technical Developers (X++)
  • Solution Architects
  • Business Analysts
  • ERP Administrators
  • Fresh graduates pursuing ERP careers
Industries Using D365 Finance and Operations
Manufacturing
Retail
Distribution
Construction
Automotive
Healthcare
Pharmaceuticals
Professional Services
Logistics
Food & Beverage
Government
Energy and Utilities

Why Organizations Choose D365 F&O

Organizations choose D365 F&O because it:
  • Supports complex global business operations
  • Enables real-time decision-making with integrated analytics
  • Improves operational efficiency through automation
  • Handles multi-company, multi-currency, and multi-language environments
  • Offers flexible customization and extension capabilities
  • Provides enterprise-grade security, compliance, and scalability
Microsoft Dynamics 365 Finance and Operations — Curriculum

A structured path from D365 F&O fundamentals through finance, supply chain, manufacturing, and warehousing, to extensibility, integration, and real-world enterprise implementation.

1Introduction to Microsoft Dynamics 365 F&O

Overview of D365 F&O · Specialized applications (Finance, SCM, Commerce, HR, Project Operations) · Licensing overview · Navigation and environments

2Finance

General ledger · Budgeting and forecasting · Financial reporting · Multi-currency management

3Supply Chain Management

Procurement · Inventory management · Demand planning

4Manufacturing

Production control · Bill of materials · Master planning

5Warehouse Management

Advanced warehousing · Mobile warehouse app · Wave processing

6Project Management and Accounting

Project planning · Resource management · Project invoicing

7Commerce

Retail integration · Point of sale · Omnichannel operations

8Asset Management

Asset lifecycle · Maintenance scheduling · Asset tracking

9Cloud Architecture & Dataverse

Cloud deployment model · Dataverse integration · Data entities

10AI & Copilot in F&O

Copilot-assisted workflows · AI-driven insights · Predictive analytics

11Power BI & Reporting

Embedded dashboards · Electronic Reporting (ER) · Financial statements

12Workflow Automation

Power Automate workflows · Approval hierarchies · Business events

13Extensibility

X++ development basics · Visual Studio extensions · Customization patterns

14Security & Role-Based Access

Security roles and duties · Segregation of duties · Data access policies

15Integration Capabilities

REST APIs · Data Management Framework (DMF) · Third-party system integration

16Global Compliance & Localization

Multi-company setup · Multi-currency and multi-language · Regulatory compliance

17Industry Applications

Manufacturing and distribution scenarios · Retail and services scenarios · Government and public sector scenarios

18Hands-on Practical Exercises

Configure a legal entity · Process a purchase-to-pay cycle · Run a financial report · Set up a warehouse

19Real-Time Business Scenarios

End-to-end order-to-cash process · Global multi-entity consolidation scenario

20Best Practices & Certification Preparation

Implementation best practices · Common pitfalls · Certification exam overview

Who Should Learn

Microsoft Dynamics 365 F&O is suited for:
  • ERP Functional Consultants
  • Finance Consultants
  • Supply Chain Consultants
  • Manufacturing Consultants
  • Project Mgmt. Consultants
  • Technical Developers (X++)
  • Solution Architects
  • Business Analysts
  • ERP Administrators
  • Fresh graduates in ERP
Prerequisites
  • Basic understanding of enterprise business processes
  • Familiarity with Microsoft 365 and cloud concepts
  • No prior D365 F&O experience required
LevelDuration
Fundamentals16–20 Hours
Functional Training30–40 Hours
Advanced with Projects45–60 Hours
Corporate Training5–7 Days
Certification Preparation40–50 Hours
Summary

Microsoft Dynamics 365 Finance and Operations (D365 F&O) is an enterprise-grade cloud ERP solution that integrates finance, supply chain, manufacturing, warehousing, commerce, and project management to help medium and large organizations streamline operations and drive business growth.

Integrate finance, supply chain, manufacturing, warehousing, commerce, and projects — one enterprise-grade cloud ERP for medium and large organizations.
7 Functional Areas 20 Curriculum Modules 12 Industries Served