Set up reference data and security
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 Assist 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