Exam
MB6-701

Microsoft Dynamics AX

  • Published:
    June 30, 2014
  • Languages:
    English
  • Audiences:
    Information workers
  • Technology:
    Microsoft Dynamics AX 2012
  • Credit toward certification:
    MCP

Microsoft Dynamics AX 2012 R3 Retail

This exam has been retired

For currently available options, please see the Microsoft Certification exam list.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Setup and configure organizational parameters (15-20%)
  • Model an organization
    • Create models of organizations; create and modify organization hierarchies; create and modify an operating unit; apply best practices to organizational models
  • Configure retail parameters
    • Create and configure a retail workflow; manage reason and sub codes; manage operating units; define retail parameters; setup sales tax; define payment methods
  • Integrate stores
    • Configure Commerce Data Exchange services; configure the async server profile; work with channels; setup up store locator
  • Manage retail channels
    • Build an online store; configure social and marketplace integration; integrate a call center; create a warehouse; create retail stores
Setup and configure point of sale (POS) (15-20%)
  • Perform POS setup
    • Setup POS profiles (hardware, visual, receipt, etc.); build the POS to support mobile and tablet systems; configure POS extensibility features; determine the database connection status
  • Configure POS terminals
    • Configure a receipt format; setup keyboard mappings; configure POS permission groups; create screen layouts that use button grids and images; configure drawer operations; customize POS buttons
  • Configure barcodes and labels
    • Create barcodes for specific products, print shelf labels, create barcode masks, view the barcode for a specific product
Setup and configure products (15-20%)
  • Configure basic product parameters
    • Create a product; modify a product’s attributes; create a product master or variant; implement product translations, create, assemble, and sell kits
  • Build product category hierarchies
    • Create a category hierarchy; maintain the hierarchy; bulk edit a category; create a virtual catalog
  • Manage pricing discounts
    • Apply a discount period; give quantity discounts; discount products based on catalogs; adjust prices
  • Release products
    • Look up price list, discounts, sales transactions of a product; link products; check the product
  • Connect vendor information to products
    • Setup price margin on a product; determine the price point of a product; add vendor product numbers to a product
Manage retail operations (15-20%)
  • Manage workers
    • Setup a job; setup a worker; import user profiles; implement role-based security for retail; manage shifts
  • Report on retail information
    • Report on store metrics; generate sales reports; analyze sales; generate statements
  • Implement customer loyalty schemes and gift cards
    • Create a loyalty customer; build a customer loyalty scheme; report on customer loyalty; add products to loyalty schemes; create cross-company gift cards
  • Manage journals
    • Create a statement; calculate a statement; post a statement; configure batch processes to create statements
  • Manage inventory replenishment
    • Build replenishment rules; create and transfer orders; cross dock for product distribution; create a replenishment hierarchy
Conduct retail activities (15-20%)
  • Perform POS operations
    • Conduct a transaction; override a price; hold and recall a transaction; configure product and transaction attributes; void a transaction and payment
  • Make a customer quotation
    • Create a customer quotation; modify a customer quotation; convert a quotation to a sales order; cancel a customer quotation
  • Manage sale orders
    • Create, modify, recall and cancel a sales order; return a sale; picking up an order; change an order’s delivery method; issue credits; configure and accept deposits
Manage enterprise operations (15-20%)
  • Manage the retail transaction service
    • Configure the service connections; determine requirements for the retail transaction service; configure the retail transaction service for sales orders, sales invoices, returns, stock counting inventory, purchase orders and transfer orders
  • Perform retail operations using the enterprise portal
    • Login in to the portal; view reports for different roles; perform a stock count; receive a PO or transfer; receive and complete an order
  • Manage a call center
    • Create a sales order; provide customer service; upsell and cross-sell products; provide telesales scripts; manage payments

Preparation options

Self-paced training

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

  • These DLP courses cover content for Exam MB6-701.
  • 80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8
  • This course provides students with the necessary tools and resources to learn about the features and functionality that are completed in the Microsoft Dynamics AX rich client. These functions are typically done by corporate or headquarters personnel. This course is the starting point for implementing a new retail channel, whether it be a retail store, online store, or call center.
  • 80717AE: Retail Merchandising and Inventory Management in Microsoft Dynamics AX 2012 R3 CU8
  • This course provides students with the necessary tools and resources to learn about the features and functionality that are completed in the Microsoft Dynamics AX rich client. These functions are typically done by merchandising and inventory operations personnel. This course focuses on the product setup and configuration for retail products, including categorization, managing assortments, replenishment, and other activities such as price and discounting management, and vendor catalog management.
  • 80718AE: Retail POS and Store Operations in Microsoft Dynamics AX 2012 R3 CU8
  • This course provides students with the necessary tools and resources to learn about the features and functionality that are completed at the enterprise and modern point of sale (POS) registers. These functions are typically done by retail store personnel
  • 80719AE: Retail Call Center in Microsoft Dynamics AX 2012 R3 CU8
  • This e-learning course provides students with the necessary tools and resources to learn about the features and functionality that are completed in the Call Center module.

Customers on a service plan can access online learning from CustomerSource. Please contact mlxsupp@microsoft.com if you have questions.

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Who should take this exam?

This exam is intended for employees of Microsoft Dynamics AX 2012 partners who want to set up and use the application functionality in Microsoft Dynamics AX for Retail, and those who want to be able to provide support for the application. Candidates should have a basic knowledge of Microsoft Dynamics AX 2012 R3 applications, features and functionalities.

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Note

This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.