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    MCFR - Store Operations Assist v1

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    cursuri123712
    The document describes Microsoft Cloud for Retail's Store Operations Assist capabilities for managing retail store operations. It outlines how a district operations manager can use Store Operations Assist to create an execution plan assigning a stock audit task to specific stores. A store manager can then assign the task to an associate within Microsoft Teams. The associate is able to complete the task and request maintenance support directly from their mobile device using Store Operations Assist.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    MCFR - Store Operations Assist v1

    Uploaded by

    cursuri123712
    53 views9 pages
    The document describes Microsoft Cloud for Retail's Store Operations Assist capabilities for managing retail store operations. It outlines how a district operations manager can use Store Operations Assist to create an execution plan assigning a stock audit task to specific stores. A store manager can then assign the task to an associate within Microsoft Teams. The associate is able to complete the task and request maintenance support directly from their mobile device using Store Operations Assist.

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    MCFR - Store Operations Assist v1

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    The document describes Microsoft Cloud for Retail's Store Operations Assist capabilities for managing retail store operations. It outlines how a district operations manager can use Store Operations Assist to create an execution plan assigning a stock audit task to specific stores. A store manager can then assign the task to an associate within Microsoft Teams. The associate is able to complete the task and request maintenance support directly from their mobile device using Store Operations Assist.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    53 views9 pages

    MCFR - Store Operations Assist v1

    Uploaded by

    cursuri123712
    The document describes Microsoft Cloud for Retail's Store Operations Assist capabilities for managing retail store operations. It outlines how a district operations manager can use Store Operations Assist to create an execution plan assigning a stock audit task to specific stores. A store manager can then assign the task to an associate within Microsoft Teams. The associate is able to complete the task and request maintenance support directly from their mobile device using Store Operations Assist.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 9

    Microsoft Cloud for Retail

    Retail Capability Script


    Version 1 / March 2023

    Introduction
    Capability Demo Scenario

    Version History
    Script Version Outline Capabilities Demo scripts enhanced
    1.0 Initial Draft Retail Workforce Management
    Store Operations Assist
    Intelligent Store Operations
    The Challenge The Solution The Products
    Retail store associates are asked to deliver The Microsoft Cloud for Retail enables Store Operations Assist
    in more ways with fewer resources, retailers to digitize their store processes. Teams
    contributing to dissatisfaction. Retailers are Store Operations Assist provides tools to
    experiencing record turnover as staff face a store associates for day to day activities in a
    growing list of stressors. single pane of glass, while also allowing store
    leadership to manage store activities with
    dashboard-based analytics and insights.
    How to use this Demo Asset
    This Microsoft Cloud for Retail shared tenant demonstration experience leverages a real-time interaction of a
    User. Therefore, when starting the demonstration through the CDX experience card, ensure you have taken
    note of the credentials presented in the right-hand pop-up with for both personas. The demonstration flow
    begins as a User through the Retail Workforce Management – Store Operations Assist. Please utilize the
    credentials referenced below.

    Demonstration Personas
    Demo Credentials and Environments
    Capability Scenario Environments Credentials
    Manage Store Store Operations Assist - Username: [email protected]
    Operations aka.ms/CDXSOA
    Password: MCFRC@006
    Teams Online

    Please Note: The App has to be opened in an InPrivate

    browser session

    Username: [email protected]

    Password: MCFRC@005

    Please Note: The App has to be opened in an InPrivate

    browser session

    Empower Store Username: [email protected]


    Employees
    Password: MCFRC@006

    Please Note: The Power Apps mobile app must be installed


    on your mobile device. Once downloaded, launch Power Apps
    and sign in as Jacqueline using the credentials above.

    Alternatively, you can use the Store Operations Assist Mobile


    web application.
    Configuration Store Operations Assist - Username: [email protected]
    Account aka.ms/CDXSOA
    Password: MCFRCUX@001
    Retail Workforce Management Script

    Manage Store Operations Talk Track:


    The Contoso District Operations Manager, Lur, needs to
    ensure on-shelf availability in specific stores. Lur logs
    into the Store Operations Assist app and creates an
    execution plan to run regular stock audits. The execution
    plan provides a central view on the type of activities to
    execute and the target stores to execute the activities.
    Lur creates a new task and assigns a Template called
    ‘Inventory Spot Count’ to it. He populates the remaining
    fields and specifies the products that will be part of the
    audit. Lur selects Save and Close to go back to the
    Execution Plan that he assigned this task to.
    Lur selects Assigned Stores and chooses District 1
    Target Group as the target group for the Execution
    Plan. This ensures the template will only be pushed down
    to the retail stores located in that group. Once Lur
    completes the fields on the Execution Plan, he
    clicks Publish.
    Luca, a Contoso manager at one of the West Coast
    stores, starts his day by logging into Microsoft Teams.
    He navigates to his feed and sees that there is a
    notification for a “Stock Audit” activity that is assigned to
    the store by the District Manager, Lur.
    Luca opens the activity within Teams and views store
    associates within his business unit. He assigns the activity
    to one of his store associates, Jacqueline. Store
    Operations Assist gives Luca and Lur the tools they need
    to manage store operations, creating a more productive
    environment for store associates like Jacqueline.
    Steps:

    1. Navigate to aka.ms/CDXSOA and click sign in.


    (InPrivate browser session required)
    2. Sign in with Lur’s credentials
    3. Select Plans from the menu on the left hand side.
    4. Select New.
    5. Populate the fields and click Save
    6. Select New Task Setup
    7. Enter a task name and select the template called
    ‘Inventory Spot Count’
    8. Populate the remaining fields and click Save
    9. Select Associated Products
    10. Under the Manual Association tab, select New
    Associated Product
    11. Search for products and add 3 that are applicable
    to the vertical
    12. Select Save and Close
    13. Select Assigned Stores
    14. Under Target Groups, select Add Existing Target
    Group
    15. Enter District 1 Target Group
    16. Click Save
    17. Select Publish
    18. Select Plans
    19. Select the plan you created, click on Execute Plans
    20. Navigate to Teams Online and click sign in.
    (InPrivate browser session required)
    21. Sign in with Luca’s credentials.
    22. View the notification that you were assigned the
    task
    23. Go to Teams > Store Operations Assist > General >
    My Tasks
    24. Select your task and change the Assignee field to
    Jacqueline
    25. Click Save & Close
    Technical Details
    https://learn.microsoft.com/en-us/industry/retail/setup-store-
    operations-assist
    https://learn.microsoft.com/en-us/industry/retail/configure-store-
    operations-assist

    Empower Store Employees Talk Track:

    Jacqueline arrives for her shift and logs into her mobile
    device where she can see the tasks that she needs to
    complete today. Jacqueline clicks on See details and
    sees that she has an action item to do a stock audit.
    Jacqueline clicks on the task. As she begins to count the
    first SKU, she notices that there is a light off in the
    store. Jacqueline decides to create an incident request
    by clicking on Create Related Task on her mobile
    device. Jacqueline fills in the name and description of
    the request and assigns a due date and priority. Once
    she clicks Save and Close, the request is automatically
    sent to her manager for approval.

    Note – A notification can be generated to Luca to


    approve in Teams. In addition, a Work Order can be
    automatically generated in Dynamics 365 Field Service
    from the Approval on Microsoft Teams.

    After Jacqueline submits the repair request, she


    continues with the inventory check. As part of the
    process, Jacqueline decides to add a photo to the
    activity. Jacqueline clicks Photos. She takes a photo of
    the items she is counting with her mobile device. In
    addition to adding a photo. Riley selects   Product
    List once she finishes taking a photo. Jacqueline
    completes the stock audit and clicks on Mark as
    Complete.

    Note - The activity completion can automatically


    submit the information to Microsoft Dynamics 365
    Finance and Operations, Contoso’s back-office
    enterprise resource planning system. In the ERP,
    Dynamics 365 Finance and Operations, a replenishment
    order is automatically created to re-stock the shelves in
    the store. A Microsoft Teams notification is
    automatically sent to the store manager, Luca, with the
    stock audit and replenishment details.

    Steps
    1. On mobile device, go to Power Apps
    application
    2. Sign in with Jacqueline’s credentials.
    3. Go to All Apps and search for Store
    Operations Assist Mobile, choose the one
    that is in the Retail Field environment
    Note – if you do not see this application, click
    on Jacquelines photo in top left corner, and
    ensure that ‘Show non-production apps’ is
    turned on under Settings
    4. Select See Details
    5. Select the activity you created
    6. Select the first item and record the count then
    click Save Count.
    7. Click the x in the top right corner.
    8. Click Create Related Task
    9. Populate the fields with the information for
    the Light Bulb being out, assign it to Luca,
    click Save, then click Save and Close
    10. Repeat step 6 for the remaining items.
    11. Select Photos
    12. Take a photo and then go to Product List
    13. Select Mark as complete

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