Set up reference data and security

Intermediate
Functional Consultant
Solution Architect
Microsoft Cloud for Retail
Industry Solutions

Learn how to set up reference data and security in a retail organization for sample personas and scenarios.

Learning objectives

In this module, you:

  • Set up organizational structures like territories and business units.
  • Set up Teams hierarchy and assign necessary security roles to users and store teams.
  • Configure Store operations Admin accessibility in Microsoft Teams.
  • Define target groups and set up store zones.
  • Define retail actions like task types, request types, cancellation reasons, appointment types and appointment teams.

Prerequisites

  • Microsoft Power Apps licenses with Microsoft Power Platform administrator credentials
  • Microsoft Teams
  • Microsoft Power BI Pro or Premium