Get started with Store Operations Assist 

Introduction

Architecture

Retail story

Check your knowledge

Summary

Introduction

Exercise - Obtain Dynamics 365 Trial and set up Microsoft Cloud for Retail trial tenant

Exercise - Obtain a Microsoft Office E5 trial

Exercise - Obtain a Power BI Premium trial license

Exercise - Obtain Microsoft Cloud for Retail trial license

Exercise - Create users

Exercise - Deploy Store Operations Assist solution

Exercise - Microsoft Teams and Dataverse security setup

Check your knowledge

Summary

Introduction

Exercise - Set up organizational data

Exercise - Configure organizational data

Check your knowledge

Summary

Introduction

Exercise - Create templates

Exercise - Create a plan

Check your knowledge

Summary

Introduction

Exercise - Set up prerequisites

Exercise - Customize Store Operations Assist to integrate and fetch data from a third-party application

Exercise - Use Power Automate flows to extract survey response data

Exercise - Use Power Automate flows to extract product price updates

Exercise - Use Power Automate flows to extract inventory spot count data

Exercise - Customize forms for Store Operations Assist

Exercise - Publish and execute the template plans

Check your knowledge

Summary

Introduction

Exercise - Set up Store Operations Assist mobile app

Exercise - Set up Store Operations Assist mobile app using mobile browser emulator

Exercise - View to-do list and complete a form template task

Exercise - Complete an inventory stock count template task

Exercise - Complete a product price update template task

Exercise - View customer baseball card profile and create virtual appointment

Exercise - Create an ad-hoc task and review the response

Check your knowledge

Summary

Introduction

Exercise - Deploy Retail Insights dashboard

Exercise - Set up the Retail Insights dashboard

Exercise - View Retail Insights

Check your knowledge

Summary