Exam MB6-897: Microsoft Dynamics 365 for Retail

Microsoft MB6-897: Microsoft Dynamics 365 for Retail certification exam helps you demonstrate your expertise and recognises your skills. Additionally, this exam makes sure that you have all the relevant skill and makes you job-ready.

However, given the vast syllabus and tricky questions the exam is said to be a tough nut to crack. You need to prepare with utmost dedication and consistency. Here we present you our Tutorials and Preparatory Guide that will support you on your exam journey. Moreover, this guide will provide you valuable insights to clear the exam.

What is Microsoft MB6-897 Exam?

The Microsoft MB6-897 exam validates your strong understanding of retail operations and experience deploying, maintaining and using Microsoft Dynamics 365 for Retail.

The candidates for this exam are Microsoft Dynamics 365 partners who set up and use the application functionality in Microsoft Dynamics 365 for Retail and provide support for the application. Further, this exam is credited towards MCSE-Microsoft Certified Solutions Expert.  Also the MB6-897 exam is your fundamental stone to become a Microsoft Certified Professional.

Why choose Microsoft MB6-897 Exam?

The highly acclaimed Microsoft MB6-897 exam accelerates your career growth and definably helps you climb up your professional ladder. Importantly, the MB6-897 exam equips you with the understanding of application functionality in Microsoft Dynamics 365 for Retail. This certification exam also guarantees the following benefits.

• Validates your skills: The exam validates your skills and expertise in setting up and using the application functionality in Microsoft Dynamics 365 for Retail
• Enhances employability: This certification proves your skills and therefore enhances your employability by making you job ready.
• Higher growth opportunities: This certification guarantees high growth opportunities. About 23% of Microsoft certified professionals reported receiving up to a 20% salary increase. It also helps you chase further advanced goals in the field of IT.
• Provides competitive edge: Microsoft Certifications provide you with a competitive edge over non certified candidates. It is estimated that certified employees earn 15% more than those without certification and are nearly 20% more productive.
• Brings recognition: You’ll make immediate impact as a Microsoft Certified Professional. This credential will help you in getting noticed and bring recognition.

Additionally, once you’re certified you will be able to share your achievements through your Microsoft Badge. This Microsoft Badge can be shared online within your professional network as it trusted and verifiable. It also helps find jobs easily and increases your salary potential.

Exam MB6-897: Microsoft Dynamics 365 Details

Before venturing into the preparations it’s handy to know all about the exam. Deep understanding about the details of the exam will lead you to earning the credential.

To begin with, the exam includes 40-60 questions which are to be completed in 120 minutes. Also, the questions are in Multiple Choice format. Moreover, the Microsoft MB6-897 exam is certified towards MCSE. This exam is only available in English.

Exam Prerequisites

There is no specified prerequisite for the exam. However, Microsoft suggests that you should have a strong understanding of retail operations and POS, and experience deploying, maintaining, and using Microsoft Dynamics 365 for Retail.

Target Audience

The Target Audience for Microsoft MB6-897 exam includes IT Professionals and Information Workers.

MB6-897 Retake Policy

If you were not able to clear the exam in the very first attempt, then remember it’s not the end of the road but just a small bump. Microsoft allows you 5 attempts per year for a specific exam. The exam retake policy is as follows-

• If a candidate is not able to clear the exam in the first attempt, the candidate must wait at least 24 hours before retaking the exam.
• If a candidate does not clear the exam the second time, candidate must wait at least 14 days before retaking the exam a third time.
• A 14-day waiting period is also there for the fourth and fifth subsequent exam retakes.

Cancellation and Reschedule Policy : MB6-897

Microsoft allows free cancelling of the Exam within 24 hours prior to your scheduled appointment.

But, if you fail to show up on your exam day without rescheduling or cancelling your exam, Microsoft reserves all rights to forfeit your entire exam fee.

Rescheduling and Cancellation of your scheduled exams can be done through the Certification Dashboard.

Certification Validity

The MB6-897 Development, Extensions and Deployment for Microsoft Dynamics 365 for Finance and Operations Exam Certification have lifetime validity. It surely is your way to climb up your professional ladder.

Microsoft Exam MB6-897 FAQ

In order to qualify the MB6-897 examination, you must have clarity about all the exam policies.  For further queries visit Microsoft MB6-897 Exam FAQs

Course Outline: Microsoft Exam MB6-897

Understanding the course outline of MB6-897 is the next important step. It familiarises you with the exam framework. The exam course includes 5 domains. Further ,the Percentage against each domain represents its weightage in the exam. Also, these domains are divided in to subtopics to provide further insights about the exam course.

Set up and configure organizational parameters (20 – 25%)

Model an organization

• Create models of organizations (Microsoft Documentation: Organizations and organizational hierarchies overview)
• create and configure organization hierarchies (Microsoft Documentation: Create an organization hierarchy)
• create and modify retail operating units (Microsoft Documentation: Create or modify an organization hierarchy (Retail essentials))

Configure retail parameters

• Set up a retail store set up info codes and subcodes (Microsoft Documentation: Set up info codes)
• assign and translate info codes (Microsoft Documentation: Info codes and info code groups)
• Configure units of measure and conversion (Microsoft Documentation: Set Up Units of Measure)
• define retail parameters (Microsoft Documentation: Configure parameters (Retail essentials))
• Set up sales tax and sales tax overrides (Microsoft Documentation: Set up sales tax overrides)
• describe and configure payment methods (Microsoft Documentation: Payment methods)
• Configure payment connectors (Microsoft Documentation: Dynamics 365 Payment Connector for Adyen)
• Set up credit card payment services (Microsoft Documentation: Configure credit card processing)
• Configure full-text search, and create number sequences for retail components (Microsoft Documentation: Number sequences overview)

Configure workflows

• Describe retail workflow features (Microsoft Documentation: Dynamics 365 Commerce architecture overview, Retail features)
• Configure workflow prerequisites
• Create and configure workflows, activate a workflow (Microsoft Documentation: Create workflows overview)
• Associate workflows with an organization (Microsoft Documentation: Associate a workflow with an organization)
• Monitor workflow status (Microsoft Documentation: Monitor the status of workflows)

Integrate stores

• Configure and monitor Commerce Data Exchange services (Microsoft Documentation: Install Commerce Data Exchange: Real-time Service (Retail Transaction Service))
• Test and troubleshoot Async client and server connectivity (Microsoft Documentation: Troubleshoot issues in Async Server or Async Client)
• View retail channel transactions (Microsoft Documentation: Define and maintain retail channels)
• set up store locator groups (Microsoft Documentation: Set up store locator groups in Retail)

 Manage retail channels

• Build an online store (Microsoft Documentation: Create an e-Commerce site)
• synchronize online store sales orders (Microsoft Documentation: Download sales orders from an online store)
• Create a call center (Microsoft Documentation: Set up a call center)
• Create retail stores (Microsoft Documentation: Set up a retail store)
• Extend retail functionality for sales orders
• Describe cloud point-of-sale (cpos) and modern retail point-of-sale (mpos) capabilities (Microsoft Documentation: Choose between Modern POS (MPOS) and Cloud POS, Modern POS (MPOS) architecture)

Set up and Configure Point of Sale (10 – 15%)

Perform Point of Sale (POS) set up processes

• Set up offline, functionality, receipt, hardware, visual, email notification, and channel integration POS profiles (Microsoft Documentation: Send email receipts from Modern POS (MPOS))
• Configure a receipt format (Microsoft Documentation: Set up and design receipt formats)
• Set up data distribution (Microsoft Documentation: Configure and schedule retail data distribution)
• document business processes by using Task Recorder

Configure POS terminals

• Configure POS permission groups (Microsoft Documentation: Create POS permission groups)
• Create registers and POS devices (Microsoft Documentation: Set up registers)
• Create screen layouts that use button grids and images (Microsoft Documentation: POS user interface visual configurations, Set up a button grid)
• Manage drawer operations (Microsoft Documentation: Shift and cash drawer management)

Configure bar codes and labels

• Create and view barcodes for specific products (Microsoft Documentation: Create a bar code for a product)
• Print shelf labels (Microsoft Documentation: Print shelf labels)
• Create barcode masks (Microsoft Documentation: Set up bar code masks)

Set up and Configure Products (15 – 20%)

Configure basic product parameters

• Create product dimensions and dimension groups (Microsoft Documentation: Create and maintain product dimensions)
• create a product (Microsoft Documentation: Set up products (Sales and Sales Hub))
• create and modify product attributes
• create product features and assortments (Microsoft Documentation: Set up assortments)
• create product relationship types and product relationships (Microsoft Documentation: Set up product relationship types)
• create a product master or variant (Microsoft Documentation: About product variants)
• create, assemble, disassemble, and sell product kits

Build product category hierarchies

• Describe hierarchy types (Microsoft Documentation: Organizations and organizational hierarchies overview)
• create a category hierarchy (Microsoft Documentation: Key tasks: Set up a category hierarchy)
• Maintain hierarchies
• bulk edit a category

Create and manage catalogs

• Create a catalog
• Configure and analyze catalog layout (Microsoft Documentation: Perform a catalog area analysis)
• Update, validate, approve, and publish catalogs (Microsoft Documentation: Key tasks: Create retail product catalogs)
• Create source codes (Microsoft Documentation: Set up catalog source codes)

Manage delivery modes

• Set up delivery modes (Microsoft Documentation: Set up modes of delivery)
• Add channels to delivery modes (Microsoft Documentation: Configure call center delivery modes and charges)
• Add products to delivery modes

Manage direct delivery

• Set up direct delivery (Microsoft Documentation: Direct deliveries)
• Configure products and sales orders for direct delivery (Microsoft Documentation: Create direct deliveries)
• Confirm direct delivery orders (Microsoft Documentation: Ship orders as direct deliveries)
• create pick waves
• Set up the picking process
• create a workbench (Microsoft Documentation: Set up the picking workbench)
• Generate picking workbench sessions (Microsoft Documentation: Set up the picking workbench)

Manage Pricing Discounts

• Create category pricing rules (Microsoft Documentation: Set category-based prices)
• Discount products based on catalogs (Microsoft Documentation: Set up a product catalog)
• Set up affiliated pricing (Microsoft Documentation: Set up affiliation and its discounts)
• adjust prices (Microsoft Documentation: Price adjustments and discounts)
• Create price groups (Microsoft Documentation: Create price groups)
• Configure mix and match discounts (Microsoft Documentation: Set up a mix-and-match discount)
• Create quantity discounts (Microsoft Documentation: Set up a quantity discount)

Connect vendor information to products

• Create a vendor catalog (Microsoft Documentation: Import vendor catalogs)
• Set up price margin alerts on a product (Microsoft Documentation: Set up margin alerts)
• Define price points for products (Microsoft Documentation: Define product pricing with price lists and price list items)
• Add vendor product numbers to a product (Microsoft Documentation: Set up vendor’s product numbers)

Manage Retail Operations (15 – 20%)

Manage workers

• Create jobs (Microsoft Documentation: Create jobs in Microsoft Dynamics 365 Business Central)
• Create positions (Microsoft Documentation: Set up positions)
• Set up a worker (Microsoft Documentation: Configure a worker)
• Create and link address books (Microsoft Documentation: Create new address book)
• Implement role-based security (Microsoft Documentation: Role-based security)
• View and manage shifts

Generate retail information reports

• Identify available reports (Microsoft Documentation: Customize and organize reports)
• Identify available workspaces
• perform recency, frequency, and monetary (rfm) analysis (Microsoft Documentation: Set up Recency, Frequency, and Monetary (RFM) analysis)

Implement customer loyalty schemes and gift cards

• Describe the loyalty setup process (Microsoft Documentation: Loyalty overview)
• Configure prerequisite components
• Create a customer loyalty scheme and program (Microsoft Documentation: Set up loyalty programs)
• Process loyalty transactions
• resolve loyalty card number conflicts (Microsoft Documentation: Resolve conflicts in loyalty card numbers after upgrade (Retail))
• Add products to loyalty schemes
• set up physical and virtual gift cards (Microsoft Documentation: Set up gift cards)
• Add funds to a gift card (Microsoft Documentation: Sell gift cards or add funds to them)

Manage journals

• Describe post statement actions (Microsoft Documentation: Create, calculate, and post statements for a retail store)
• Create and calculate a statement (Microsoft Documentation: Configure and run a job to post statements)
• View posted statements
• Configure batch processes for statements (Microsoft Documentation: Batch processing overview)

Manage inventory replenishment and fulfillment

• Build replenishment rules (Microsoft Documentation: Set up replenishment rules)
• Implement cross-docking for product distribution (Microsoft Documentation: Planned cross-docking)
• Create a buyer’s push (Microsoft Documentation: Use buyer’s push to distribute products)
• create a replenishment hierarchy (Microsoft Documentation: Set up replenishment hierarchies)
• Create service categories
• Set up distributed order management (Microsoft Documentation: Distributed order management (DOM))

Manage a call center

• Create fraud rules (Microsoft Documentation: Manage rules for Fraud Protection)
• Create a continuity program (Microsoft Documentation: Set up continuity programs for call centers)
• Create continuity orders (Microsoft Documentation: Using continuity program)
• Implement credit card and refund workbenches
• Configure check holds
• Set up credit limit checking (Microsoft Documentation: Credit limits for customers)
• Create rules for up-selling and cross-selling (Microsoft Documentation: Set up products for cross-selling and up-selling)
• Set up target markets
• Create and use scripts

Conduct Retail Activities (25 – 30%)

Perform POS operations

• conduct a transaction (Microsoft Documentation: Customer transactions list page)
• override a price (Microsoft Documentation: Apply overrides)
• identify reason codes and hold codes (Microsoft Documentation: Set up reason codes)
• hold and recall a transaction
• clear a hold (Microsoft Documentation: Manage order holds)

Manage sale orders

• View detailed status information for a sales order (Microsoft Documentation: Status of sales orders, View sales orders and totals)
• Identify sales order cancellation constraints
• Configure price matching (Microsoft Documentation: Match prices for products)
• Configure prepayment

Manage customers

• Create a customer
• Check for duplicate customers (Microsoft Documentation: Set up duplicate detection rules to keep your data clean)
•  Merge and unmerge customer records (Microsoft Documentation: Merge duplicate customer records)
•  Create and configure cases (Microsoft Documentation: Managing cases with Dynamics 365)
•  Search for a customer

Manage drawer operations and daily operations

• Perform opening procedures conduct tender operations
• Perform overrides (Microsoft Documentation: Apply overrides, Shift and cash drawer management)
• Perform closing procedures (Microsoft Documentation: Year-end close, Shift and cash drawer management)
• Open, pause, resume, and close shifts
• Clock in and out (Microsoft Documentation: Time and attendance management in Retail)
• Create sales with cash or credit card payments (Microsoft Documentation: Payment methods)
• Void transactions (Microsoft Documentation: Suspend and resume a transaction in the point of sale (POS))
• Accept returns

Manage installment billing

• Set up and configure installment billing (Microsoft Documentation: Work with installment billing)
• Create payment schedules (Microsoft Documentation: Set up payment schedules on orders)
• Add installments to a sales order
• Process installment billing payments

Manage returns and Return Merchandise Authorization (RMA) processing

• Identify steps in the RMA process (Microsoft Documentation: Process a return (return merchandise authorization and returns to the vendor))
• Create an RMA (Microsoft Documentation: Process a return (return merchandise authorization and returns to the vendor))
• Configure process return options (Microsoft Documentation: Configure and process an exchange on a return order)
• Configure payment methods for returns

Microsoft Documentation

To gain a better understanding of the exam course and concepts you must refer the Microsoft Documentation- Microsoft Dynamics 365 documentation

Preparatory Guide for Microsoft Dynamics 365 for Retail Exam MB6-897

The key to successfully pass an exam is by preparing right. Preparations demand consistency and determination. There are plenty of resources available, for your preparations. This preparatory Guide will offer you a close view of the available learning resources and steps to pass the exam.

Step 1- Refer the Official Exam Guide

Firstly, you need to go through the official guide of Microsoft MB6-897 exam. Familiarise yourself with all the objectives and course domains of the exam. Further, devote enough time to each topic and have in depth knowledge of the subject by tailoring your study focus around the course domains. The official guide acts as a blueprint for the exam, hence always remember to refer it.  

Step 2- Set up a Study Schedule

Devising a Study Plan is the next step. You need to devote time to your preparations daily. The Microsoft MB6-897 exam covers a huge syllabus. Moreover, you need to be well updated with the current changes to as to clear the exam. All this can be achieved if you stay consistent with your preparations. Make a study plan which helps you prepare well and also avoids distractions. Remember, consistency is the key so start early and devote time to your preparations daily.

Step 3- Refer Books- your best friends

Books are one of the most golden ways to prepare for an exam. They are an essential ingredient in your preparations. They also help you gain in depth understanding about the exam course and concepts. While providing you with profound knowledge of the exam fundamentals books also help you with their real world examples and case studies. Such understanding will surely help you ace the exam

Step 4- Take up a Training Course

Training is a must while preparing. Training courses provide hands on experience and practical knowledge about the exam. Such understanding is necessary while preparing for Microsoft MB6-894 exam. The training course can be taken up either as face to face training or online self- study.

In the face to face training you are provided with an instructor and you learn in real time. You also get a chance to interact with the instructor and clarify your queries.

The online self-study learning packages help you learn at your own pace. Moreover, you get recorded lectures and other preparatory materials.

Also, make sure you enrich your preparations with such training courses from an authentic platform and ace the exam.

Step 5- Join the Community

Online forums and study groups are indeed a great way to prepare for the MB6-897 Exam. The best way to get in touch with other candidates is through study forums or online groups. Moreover, you can ask a question related to the topic you’re having difficulty with.

Also, such groups provide regular insights about the exams. The discussions are really beneficial for you to excel the exam.

Step 6- Attempt Practice Tests

Finally, it is time to check your preparations. Self-Evaluation is the key and hence your next step is to go for practice tests. Additionally, The more you’re going to practice, the better for you. These practice tests provide you with the real exam environment and also help you analyse areas that need improvement. Strengthening your weaker domains will surely help you pass with flying colours. So, attempt as many practice tests as you can. Start practising now.

Get ready to highlight your skills by qualifying the MB6-897: Microsoft Dynamics 365 for Retail. Start your preparations Now!