Retail story
This learning path focuses on the story of Contoso Retail.
Contoso Retail is a luxury fashion company with retail store operations across different regions in the US and is a subsidiary of Contoso, Ltd. It also has a discount store chain called Fabrikam Retail. The same regional/district manager manages the operations across stores in Contoso Retail and Fabrikam Retail stores in a region.
Contoso Retail wants store managers and store associates their retail stores to have the following capabilities:
Digitize the entire store operations.
Enhance their daily experience.
Provide assistive selling tools by using the Store operations solution, which has the potential to integrate with their line-of-business systems.
The following diagram describes Contoso Retail's fictional personas.
Exercise - Set up a training environment for Store operations - You assume the role of Oscar Ward, Global Administrator and manage the Microsoft 365 E3 trial, create new admin user roles, and manage Dataverse setup. You assume the role of Hannah Travis, the Billing Administrator and handle obtaining Microsoft Teams Essentials and Power BI Premium licenses. Then you assume the role of Reed Smith, the System Administrator and manage user licenses, deploy Store operations, assign security roles, import data, and update customer accounts.
Exercise - Set up organization and reference data - You assume the role of Jessie Irwin, back office manager in Contoso Retail, with the Retail Data Manager security role assigned in Microsoft Power Platform environment. You set up the organization data and reference data.
Exercise - Use Store operations Admin - You assume the role of Alex Serra, regional manager in Contoso Retail with the Retail District Operations Manager role and Monica Rodriguez, store manager for Contoso Store 101 with the Retail Store Manager role. You set up activity templates and plans in Store operations Admin.
Exercise - Extend Store operations - You assume the role of Reed Smith and construct customizations and automate store operations, which include the use of plug-ins and the creation of Microsoft Power Automate flows.
Exercise - Use Store operations Mobile - You assume the role of Riley Flores, store associate for Contoso Store 101, with the Retail Operations Associate security role assigned in Microsoft Power Platform environment. You access Store operations Mobile to review and complete the assigned tasks according to the guidelines. You also create service requests, view a 360-degree profile for a customer, and create a virtual appointment for a customer.
Exercise - View Retail Insights - You assume the role of Alex Serra, regional manager in Contoso Retail with the Retail District Operations Manager role. You review the data and reports in the Retail Insights dashboard.