Exercise - Use Store Operations Assist within Teams as store manager

Completed

In this exercise, you assume the role of Monica Rodriguez, the store manager at Contoso Store 101. You complete the planned tasks assigned to you and also create and assign an ad-hoc store task to Riley Flores, the store associate.

Task - Complete planned tasks assigned to you

Perform the following steps to complete all the tasks assigned to you.

  1. Open Microsoft Teams on your mobile device.

  2. Sign in using the credentials of Monica Rodriguez.

  3. Select Store Operations Assist Teams that is pinned to your Team’s navigation bar.

    Screenshot of the mobile chat screen with the Store Operations Assist Teams icon highlighted.

  4. In the To-do section, select See Details under the open items.

    Screenshot of Store Operations Assist within Teams with the To-do list showing three open items and with the See Details action highlighted.

  5. Select the radio button near the Inventory spot count task.

    Screenshot of Store Operations Assist within Teams with the first task selected.

  6. On the pop-up, select Go to Task Details. The task opens in Power apps > Store Operations Assist. Select each product one by one.

    Screenshot of Store Operations Assist within Teams with products list.

  7. Update the stock count and select Save Count.

    Screenshot of Store Operations Assist within Teams with products list count updated.

  8. After the stock count is complete, select Mark as complete.

  9. You're redirected back to your To-do list. Repeat the same steps for the Product price update task.

  10. Select each product one by one, update the price, and select Save.

    Screenshot of Store Operations Assist within Teams price saved.

  11. After prices of all the products are updated, select Mark as Complete.

  12. Next, select the radio button near the Store Opening Checklist task.

    Screenshot of Store Operations Assist within Teams with the third task selected.

  13. Select Go to Task Details.

    Screenshot of Store Operations Assist within Teams with details selected.

  14. You see the instructions and the survey questions associated with the task. Answer the questions appropriately and select Mark as complete.

    Screenshot of Store Operations Assist within Teams with the third task marked as complete.

  15. On the To-do page, select the back arrow to return to the home page. You can see that the three tasks are marked as complete. Select the Back to Teams arrow to return to the home page.

    Note

    In the Task details view of the Store Operations Assist within Teams, you need to select the Back to Teams arrow in the upper left part of the screen to return to the To-do list view within Teams. Selecting the Back button on your mobile device doesn't return you to the To-do list view within Teams; it only returns you to the homepage of Store Operations Assist Mobile on Power Apps.

Task - Create and assign an ad-hoc task to a store associate

Complete the following steps to create a new ad-hoc task for the store associate:

  1. Open Microsoft Teams on your mobile device.

  2. Sign in by using the credentials of Monica Rodriguez.

  3. Select the Store Operations Assist Teams app pinned to your Team's navigation bar.

  4. In the Assigned by you section, select Go to Items. Select the add item (+) button from the command bar.

  5. Select + New Task.

    Screenshot of add new item options with the New Task button highlighted.

  6. Provide the following values:

    • Title - List out-of-stock products
    • In-store location - Back Aisle
    • Select assignee - MCR IAD FLW
    • Date - Enter today's date
    • Time - 8:00 PM
    • Priority - High
    • Task type - Inventory spot count
  7. Select the check mark () from the command bar to save the task.

    Screenshot showing the values added with the check mark icon highlighted.

  8. You can see the new task listed on the Assigned by you page. Select the Back to Teams arrow to return to the home page.

    Screenshot of the Assigned by you page with the Back arrow highlighted.

    Note

    In the Task details view of the Store Operations Assist within Teams, you need to select the Back to Teams arrow in the upper left part of the screen to return to the To-do list view within Teams. Selecting the Back button on your mobile device doesn't return you to the To-do list view within Teams; it only returns you to the homepage of Store Operations Assist Mobile on Power Apps.