Microsoft Dynamics 365 for Retail (MB6-897)

The Microsoft Dynamics 365 for Retail (MB6-897) examination aims to enhance the knowledge of Microsoft 365 partners. This certification will bring the best out of those candidate’s who wants to use the application functionality in Microsoft Dynamics 365 for Retail, and provide support for the application.

Knowledge Required 

Candidates should have a strong understanding of retail operations and POS, and experience deploying, maintaining, and using Microsoft Dynamics 365 for Retail.

Target Audience

It includes IT Professionals and Information Workers.

Exam Overview For Microsoft Dynamics 365 for Retail (MB6-897)

The Microsoft Dynamics 365 for Retail examination having exam code MB6-897 costs $165. The number of questions in the examination is 40-60 and it is available in the English language only. The passing score for the Microsoft 70-486 is 700 on a scale of 1-1000 and the exam format is multiple choice and multiple response questions.

Exam Registration

For registering yourself for Microsoft Dynamics 365 for Retail (MB6-897) Certification examination you are required to follow the following steps:

• You can book your examination with Pearson VUE.
• Click on Schedule your exam on the official Microsoft page.
• Login in to your Microsoft account using your email id, if you haven’t created an account on Microsoft you are required to signup first before login in. Also, select the examination by entering the exam code MB6-897 or the examination name, i.e., Microsoft Dynamics 365 for Retail
• Follow the instructions given the site and select the available date and time slot and make the payment.

Exam Policies

The candidate is recommended to read these policies so as to avoid any kind of confusion in the future.These policies contain information about registration options, learning credits, etc.

Exam Retake Policy

If the candidate failed to achieve the passing score, then he/she has to wait for 24 hours before reapplying to the examination. The candidate can go to their certificate dashboard and reschedule the exam themselves. The candidate can reappear for the examination only five times. Failure in the second attempt will result in a waiting time of 14 days before rescheduling your third attempt. The waiting period for the fourth and the fifth attempts will also be 14 days. 

Exam Cancellation Policy

Microsoft offers candidates to cancel or reschedule their exams within a minimum of 24 hours prior to the exam date. However, to prevent any cancellation fee, you must cancel or reschedule your exam, at least 6 business days prior to the date scheduled for your exam. Also, if you fail to appear in the exam, then you will not receive any refund of the exam fee.

Recertification Policy

Microsoft certification is expected to expire when the products are out of mainstream support although the person`s certification will be recognized. Officially, the certification will never expire.

You can read the full policies on the official website of Microsoft.

For more information click on, Microsoft Dynamics 365 for Retail (MB6-897) FAQ

Course Outline for Microsoft Dynamics 365 for Retail (MB6-897)

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

• Model an organization
  • create models of organizations and configure organization hierarchies; create and modify retail operating units

• Configure retail parameters
  • set up a retail store set up info codes and subcodes; assign and translate info codes; configure units of measure and conversion; define retail parameters; set up sales tax and sales tax overrides; describe and configure payment methods; configure payment connectors; set up credit card payment services; configure full-text search, and create number sequences for retail components
• Configure workflows
  • describe retail workflow features; configure workflow prerequisites; create and configure workflows activate a workflow; associate workflows with an organization; monitor workflow status

• Integrate stores
  • configure and monitor Commerce Data Exchange services; test and troubleshoot Async client and server connectivity; view retail channel transactions; set up store locator groups
• Manage retail channels
  • build an online store; synchronize online store sales orders; create a call center; create retail stores; extend retail functionality for sales orders; describe cloud point-of-sale (CPOS) and modern retail point-of-sale (MPOS) capabilities

Set up and Configure Products (15–20%)

• Build product category hierarchies
  • describe hierarchy types; create a category hierarchy; maintain hierarchies; bulk edit a category
• Create and manage catalogs
  • create a catalog; configure and analyze catalog layout; update, validate, approve and publish catalogs; create source codes

• Manage delivery modes
  • set up delivery modes; add channels to delivery modes; add products to delivery modes
• Manage direct delivery
  • set up direct delivery; configure products and sales orders for direct delivery; confirm direct delivery orders; create pick waves; set up the picking process; create a workbench; generate picking workbench sessions
• Manage pricing discounts
  • create category pricing rules; discount products based on catalogs; set up affiliated pricing; adjust prices; create price groups; configure mix and match discounts; create quantity discounts
• Connect vendor information to products
  • create a vendor catalog; set up price margin alerts on a product; define price points for products; add vendor product numbers to a product

Manage Retail Operations (15–20%)

• Manage workers
  • create jobs; create positions; set up a worker; create and link address books; implement role-based security; view and manage shifts
• Generate retail information reports
  • identify available reports; identify available workspaces; perform recency, frequency, and monetary (RFM) analysis
• Implement customer loyalty schemes and gift cards
  • describe the loyalty setup process; configure prerequisite components; create a customer loyalty scheme and program; process loyalty transactions; resolve loyalty card number conflicts; add products to loyalty schemes; set up physical and virtual gift cards; add funds to a gift card

• Manage journals
  • describe post statement actions; create and calculate a statement; view posted statements; configure batch processes for statements
• Manage inventory replenishment and fulfillment
  • build replenishment rules; implement cross-docking for product distribution; create a buyer’s push and a replenishment hierarchy; create service categories; set up distributed order management
• Manage a call center
  • create fraud rules and create a continuity program; create continuity orders; implement credit card and refund workbenches; configure check holds; set up credit limit checking; create rules for up-selling and cross-selling; set up target markets; create and use scripts

Conduct Retail Activities (25–30%)

• Perform POS operations
  • conduct a transaction; override a price; identify reason codes and hold codes; hold and recall a transaction; clear a hold
• Manage sale orders
  • view detailed status information for a sales order; identify sales order cancellation constraints; configure price matching; configure prepayment
• Manage customers
  • create a customer; check for duplicate customers; merge and unmerge customer records; create and configure cases; search for a customer
• Manage drawer operations and daily operations
  • perform opening procedures; conduct tender operations; perform overrides; perform closing procedures; open, pause, resume, and close shifts; clock in and out; create sales with cash or credit card payments; void transactions; accept returns
• Manage installment billing
  • set up and configure installment billing; create payment schedules; add installments to a sales order; process installment billing payments
• Manage returns and Return Merchandise Authorization (RMA) processing
  • identify steps in the RMA process; create an RMA; configure process return options; configure payment methods for returns

Preparatory Guide for Microsoft Dynamics 365 for Retail (MB6-897)

Instructor-led Training

Microsoft offers three days MTA instructor lead training. There few topics which this course covers so as to help you clear this examination. Core Programming, Object-Oriented Programming, General Software Development, Web Applications, Desktop Applications, and Databases. This course leverages the same content as found in the Microsoft Official Academic Course (MOAC) for this exam.

Microsoft Books

Microsoft provides reference books that can be helpful while studying for the exam. These books contain various useful resources that can be used while studying. Visit Microsoft Press books, to find relevant books to get a deeper insight into the exam objectives, and hence crack the test, and earn your certification. You can also buy these books from Amazon. These books will help you prepare for the examination in a structural way.

Join Microsoft Community

A healthy discussion is always beneficial, no matter where it is done. The prospects of getting resolutions to an issue increase steeply when a greater number of people are involved. These discussions make the studies more comprehensive. Forums work really well to build a community that is essential for understanding others. Interacting with people of the same goal puts you one step forward in achieving those goals. It is suggested that you should join Microsoft Community.

Practice Tests

The final step to success is to practice what you have learned. Taking a practice test is a great way to diversify your study strategy and ensure the best possible results for the real thing. Further, analyzing the practice test is very important so as to ensure complete preparation. We provide you with free sample papers to help you excel in the examination. Start practicing now!