Empower store associates to improve store operations efficiency
Important
This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Jan 10, 2023 |
Mar 1, 2023 |
Business value
Store associates and managers are entrusted with delivering a high-quality experience to customers. As they navigate through the day, they must execute store activities, review critical task completion, conduct store audits, maintain health and safety standards, ensure compliance with standards set by HQ, and much more. In the fast-paced setting of a retail store, undertaking all of these tasks can be overwhelming. Hence, store employees need a solution that interacts with their line-of-business applications, enables them to manage store activities seamlessly, and use that data collected from these activities to improve customer experience and store compliance. This feature helps retail stores get a step closer to achieving this goal.
Feature details
This feature aims to provide:
- A desktop-based experience (Store Operations Assist) to store managers and HQ district managers to manage retail-specific activities.
- A mobile-based experience (Store Operations Assist mobile) to the store associates to successfully execute these activities.
Store Operations Assist enables store managers and HQ district manager with capabilities to:
- Create template-based, retail-specific activities such as promotion setup, pricing markdowns, visual merchandising and window displays, and so on.
- Set up store associates for success by providing activity guidelines using rich text.
- Conduct store audits and provide feedback for critical activities to store associates.
- Assess store compliance and store activities using Power BI dashboard.
Store Operations Assist mobile enables the store associates with capabilities to:
- Select and complete assigned store activities, capture photos, and review status on dashboard.
- Create follow-up actions for store activities or reminders for customer follow-ups so that associates don’t miss important tasks.
- Create and submit requests for store manager approval.
- Create and assign activity and follow-ups to team members when going off-shift.