retail operations solution_ax2012_r2_retailtraining slides _day 4_sme
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Presentation powered by Program Managers with Subject Matter Expertise - Meera Mahabala, Prabhu Padhi, Yabin Liu, Ruben Delgado
Microsoft Services Operations Solution for RetailProviding customers the ability to adapt to changing business demands
2
Day 3 – Key Take Away ’ s
Retail Price Management, Mix and Match line Groups, Promotions and Discounts, Rounding Method Group,Price Point Group
POS Functionality, Start & End of Day Routines, Type of POS Transactions, Loyalty Transactions, Training Mode Capabilities
POS Posting, Statement Closing, Inventory Posting, Inventory Cost Update - Periodic CalculationRetail Inquiries, Shifts, Transactions, Statements
Customer Loyalty (HQ- Set-up), Loyalty Customers, Loyalty Schemes
3
Session # Session Time Day 4
33 08:30 - 09:00 E- Commerce Solution Overview
34 09:00 - 10:00AX Retail - Online Channels • Set- Up Process & Maintenance for Online Store• Retail Navigation Hierarchy
Break 10:00 - 10:15 Morning Break
35 10:15 -11:00AX Retail - Online Channels• Product Attributes/Enrichment • Catalogue – Creation, Maintenance & Publishing
36 11:00 - 12:30
E-Commerce - Starter Store Front • Review of Available Templates • Review of Navigation • Shopping Experience and Check Out • Customer Account • Loyalty
Break 12:30 - 01:15 Lunch Break
37 1:15 - 2:00
E-Commerce - Starter Store Front • Order Fulfilment - AX POS• High level Review of Sharepoint Touch points for AX Retail
38 2:00 - 2:30
Developer Experience - Search, Managed Navigation,Adaptive Experiences,Online Store With Commerce Run Time- Overview of Visual Studio Project for E-Commerce
39 2:30 - 3:15 Retail Enterprise Portal - Overview & Retail FunctionalityBreak 3:15 - 3:30 Afternoon Break
40 3:30 - 4:15 LAB:2.22- Creation of a Online Navigation Hierarchy, Online Catalogue and Publishing
41 4:15 - 5:00AX Retail BI and Reporting• Standard Reports • Standard Cubes • Excel Integration
42 05:00 - 05:15 Q & A - Day 4 Wrap Up33 08:30 - 09:00 E- Commerce Solution Overview
Session 33 - Content
E- Commerce Solution Overview
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
The Situation Today for Many Organizations
Retail Headquarters
Financials
Warehouse Management
Stores
Consumers
Web
Online ChannelManagement
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Retail Headquarters
Supply ChainIntegration
Supply Chain Visibility
Financials
Warehouse Management
Stores
CatalogKiosk
Mobile
Consumers Corporate Accounts
Web
Microsoft Dynamics for E-Commerce
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Retail Headquarters
Supply ChainIntegration
Supply Chain Visibility
Financials
Warehouse Management
WebStores
Consumers
Omni-Channel Workflows
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Business Organizations e.g., Retailer
Online Consumer
Dynamics SharePoint
Product Catalog Published to SharePoint
Customer Interacts with Online Store
Order Returned to Dynamics
Dynamics CRT Services(Pricing, Sales Tax, Shipping)
Order Fulfilled from Dynamics
Microsoft Dynamics & SharePoint - Integrated E-Commerce Solution
Dynamics E-Commerce Solution Components
Commerce Runtime
Shipping
Commerce Runtime (CRT)
Product Catalog Site Collection
Publishing Site Collection
SP Connector
Dynamics AX for Retail
SharePoint 2013 Server
Consumer
CDX - Real time
Service
CDX - Sync
Service
CRT DB
Commerce Run time Services
Search Index
CDX - Sync
Service
Net.TCP
TCP/IP
Comm
erce AJA
X Services
Ecommerce web parts
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Adaptive experiences with SharePoint 2013
Search-driven Catalog data routed through the search index enabling dynamics pages
Faceted and managed navigationFlexible navigation and ease of adding refiners at different category nodes
RecommendationsUse click-through, views, and other analytics to feedback into ranking and recommendations
Device channelsAbility to deliver different skins for different device channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Search Driven Experiences
SEARCH
Product Catalogs Static ContentDigital AssetsAuthored Content NavigationExternal Content
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Managed Navigation
AudioCamerasComputersHome appliancesPhonesTV and video
AX MANAGEDCATEGORY TAXONOMY
AudioCamerasComputersHome appliancesPhonesTV and video
Use template pagemaincategory.aspx
CONTENT SEARCH WEB PART
SEO Friendly URLhttp://contoso.com/cameras
Search
Filter query byCATEGORY: CAMERAS
Product Catalog
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Faceted Navigation
The facets PRICE and BRAND apply for all products…
but SCREEN SIZE and RAM only apply to the LAPTOPScategory
...and BUSINESS FACTORS can be used to weight search results at runtime.
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Adaptive Experiences
Historical Click Patterns
Event P
roce
ssing
PRODUCT ID
RECOMMENDED PRODUCTS Search
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Device Channels
Search
Dynamics AXPRODUCT CATALOG
Electronics
DESKTOP WEB CHANNEL MOBILE CHANNEL
Same ContentSame Page URLs
Same Site CollectionDifferent display templates
WEB BROWSER
REST API
NATIVE APP
CAMPAIGNPROMOTION
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Commerce Runtime Services
Pricing, Sales Tax & Shipping ServicesConsistent rule-driven computations across all sales channels
Discounts and Promotion Services Consistent application and computations across all sales channels
Quantity and Store Availability ServicesOmni-channel visibility to stock available for purchase in any channel
Shopping Cart ServicesRobust services and object model for managing an e-commerce “cart”
Centralized Data & Order Management Across all Channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Commerce Data Exchange
Commerce data outboundSynchronize inventory, pricing & configuration information to the online channel
Commerce data inboundSynchronize transactions and status information to AX
Commerce data real time serviceCustomer lookup, Order history use the real time service
ExtensibleAbility to customize data that needs to be transferred as well as schedule synchronization
Centralized Data & Order Management Across all Channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Dynamics for Ecommerce – Key Pillars
• Channel Management
• Catalog Management
• Merchandising• Order Fulfillment
Centralized Data & Order Mgt
Across all Channels
• Out of Box “Starter” Storefront
• Retail Data Exchange and Commerce Runtime
• Integrated Payment Processing
OOB e-Commerce with Storefront
Developer Platform
• Cross-Channel Fulfillment
• Omni Channel Loyalty
• In Store Orders
• Pricing, Sales Tax & Shipping Services
• Discounts and Promotion Services
• Quantity and Store Availability Services
Symmetrical Omni-Channel Retail Services
Cross-Channel and Cross-Device
Workflows
Session 33: Q & A
Morning Break – 15 Minutes
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Channel managementOnline Store Set-upRetail Navigation Hierarchy
Session 34 - Content
Meera Mahabala
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Centralized channel managementRetail Organization Model
All channels; physical stores , online stores and online marketplaces can be modeled as part of the organization hierarchy
Financial dimensionAn online channel can be mapped to a financial dimension for management reporting
Navigation hierarchyA navigation hierarchy can drive the browse experience for an online store
Channel propertiesShipping methods, price groups, customers, language, currency, store locations
Process flowInstall the online store
Set up online store integration
Retail channel navigation hierarchy
Online store configuration & publish
Manage online store products
Online store
Navigation hierarchy
1
Customer1
Store location group
*
Language*
Currency1
Assortment*
*
Catalog*
Channel and product
attributes
*Payment account
and method*
Modes of delivery
*
Price group*
*
Online store conceptual model
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Online store attributes
Channel product attributes
Category product attributes
Channel attributes
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Online store attribute metadata
Refinable Searchable
Retrievable
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Online store attribute metadataSortable
Queryable
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Shipping configuration• List of mode of delivery is configurable
• Mode of Delivery is associated with a product & channel
• Configuring shipping charges• Customer specific charges
• Type of charges : Fixed, Pieces, Percent
• Ability to integrate shipping carriers and have a markup charge
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Sales TaxApplicable tax codes Customer group for destination based taxesSales Price includes sales tax
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Online store publish
Microsoft Dynamics AX 2012 Retail
Online store
Channel publish
Hierarchy and
properties
Products
Commerce Runtime
Catalog publish
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Channel publishing
Snapshot
related
entities (AX)
Synchronize tables
( CDX- Sync)
Create term
sets and standard content types(SP
2013)
Acknowledge status to AX(CDX-Real time
Service)
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Channel publishing statusDraft
Publish Error
In progres
s
Publish
EditEdit
Online store – major updates
Dynamics AX 2012
Commerce Runtime
Online store-live
Commerce Runtime
Online store-post live
Online store-live
Online store-pre-live
Online store live
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key takeawaysCentralized configurationAbility to manage all data and configuration in Microsoft Dynamics AX
Metadata managementAbility to manage online store data and experience in Microsoft Dynamics AX
Life cycle supportAbility to roll out major updates
PublishingAbility to make all configuration available in the channel
Session 34: Q & A
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Product Attributes – Attributes FrameworkCatalog managementAssortment Management
Session 35 - Content
Prabhu Padhi
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Catalog management – Key features Attributes framework
Ability to define engaging enrichment experience via user-definable attributes
Centralized category managementAbility to centrally manage category hierarchies for various industry usage scenarios
Centralized retail catalog managementAbility to centrally manage retail catalogs that are targeted for channels
Centralized assortment managementAbility to centrally manage product assortments targeted for channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Attributes framework
Attribute typeData type, UoM, Bounded, Enumerations
Attribute GroupCollection of attributesAssigned to categories and channels
AttributeDefine characteristics of productsCan be part of multiple attribute groupsProducts inherit attributes upon categorization and upon targeted for channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Category managementDefine generic category hierarchyDefine Manually or Import hierarchiesTree-style navigationN-level deep category hierarchyChild category nodes inherit from parent node
Define category hierarchy purposeProcurement, Retail product, Retail vendor product, Retail supplemental (special groups), Retail channel navigation
Purpose-specific category managementProcurement, Retail product, Retail vendor product, Retail supplemental (special groups), Retail channel navigation
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Catalog Enrichment
Catalog ProductsCategories and Products
Retail Product HierarchyTV & Video
Video
Blu-Ray 3-D Ready Yes
Playback Formats
BD-ROM, BD-R/RE, DVD+R/RW, DVD-R/RW, WMV9…
Wi-Fi ready Yes
Voltage 110 V
Amperage 4 Amp
HDMI Inputs 1
Warranty – Parts
Warranty – Labor
Energy Star Yes
SKU 1666042
Description Sony – 3-D Wi-Fi Built-In Blu-ray Player
Image
Related Products
• 3D TV• Active shutter 3D glasses designed for the TV• High-speed HDMI cable … … … …
Supplemental Retail HierarchyTV & Video
Extended Description
Video (How To)
Att
ribute
s &
Valu
es
Inheri
tance
Extended Description
Video (How To)
Warranty – Parts
Warranty – Labor
Energy Star Yes
Voltage 110 V
Amperage 4 Amp
HDMI Inputs 1
3-D Ready Yes
Playback Formats
BD-ROM, BD-R/RE, DVD+R/RW, DVD-R/RW, CD-R/RW, CD-DA, AVCHD, MPEG-1, MPEG-2, MPEG-4, WMV9, AAC, DTS, LPCM, MP3, WMA9, GIF, JPEG, and PNG
Wi-Fi ready Yes
Att
ribute
s &
Valu
es
Inheri
tance
SKU 1666042
Description Sony – 3-D Wi-Fi Built-In Blu-ray Player
Image
Related Products
• 3D TV• Active shutter 3D glasses designed for the TV• High-speed HDMI cable … … … …
2 Yrs.
1 Yr.
Get a world of instant entertainment with this smart Blu-ray player. Connect to the Internet and stream movies, listen to music and access a wide variety… … …
Catalog ProductsCategories and Products
Extended Description
Get a world of instant entertainment with this smart Blu-ray player. Connect to the Internet and stream movies, listen to music and access a wide variety… … …
Video (How To)
Warranty – Parts 2 Yrs.
Warranty – Labor
1 Yr.
Energy Star Yes
Voltage 110 V
Amperage 4 Amp
HDMI Inputs 1
3-D Ready Yes
Playback Formats
BD-ROM, BD-R/RE, DVD+R/RW, DVD-R/RW, CD-R/RW, CD-DA, AVCHD, MPEG-1, MPEG-2, MPEG-4, WMV9, AAC, DTS, LPCM, MP3, WMA9, GIF, JPEG, and PNG
Wi-Fi ready Yes
SKU 1666042
Description Sony – 3-D Wi-Fi Built-In Blu-ray Player
Image
Related Products
• 3D TV• Active shutter 3D glasses designed for the TV• High-speed HDMI cable … … … …
ChannelChannel-1
Channel-2
ASIN
Auction Price
ASIN B04266611H (for Channel-1)
Auction Price $100.00 (for Channel-2)
Catalog enrichment – Online store
Catalog enrichment – Online store
Catalog enrichment – Online store
Process FlowDefine Retail
Category Hierarchy
Define Products
Define Assortments
Create Catalog
Add ProductsAttribute Values
Related Products
Add ChannelsNavigation Category
Category
manager
Category
manager
Category
manager
Catalogmanage
r
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key ConceptsChannel
Catalog
Product Attribute
Assortment
Related Product
Product Variant
Navigation Category
Attribute Value
* 1*
*
* 1
**
1
1
1
*
*
1
Attribute Group
* *
*
**
1
1
1
*
*
Catalog Content/Process
Product Relations
Attribute Values
Channels
Products
HTML,Rich Text
Image, Video
Retail Catalog
Validate
Publish
Online store
Catalog
Mobile
Brick and Mortar
Approve
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Listing
Catalog Channel
Catalog product Listing
* *
**
*1
11
Snapshot of a catalog product per channel
Date and time validity Attributes as name-value
pairs Product variants Language translations Listing id purchased is
included in the sales order
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Catalog publishSynchronize listing related tables(CDX-Sync Service)
Update listing price(Commerce Runtime)
Create custom site columns and list items (SP 2013)
Record status per listing(Commerce Runtime)
Sync listing status to AX(CDX-Sync Service)
Published/
Error
Update catalog aggregated publish status (AX)
Published/ Error
Create listing per variant (AX)
In-progre
ss
In-progre
ss
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Catalog publishDelta publish – Only republish changed productsFull publish – Publish all products regardless of what’s changedPeriodic price updates
Listing Price needed to enable price refinements
Price includesBase Sales Price on productTA of sales price that apply to all customersPrice adjustments
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Catalog retractSynchronize listing(CDX-Sync Service)
Delete in CRT & SP list item(SP 2013)
Record status per listing as expired(Commerce Runtime)
Sync listing status to AX(CDX-Sync Service
Expired
Update catalog aggregated publish status(CDX-Sync Service)
Expired
Set expiry date to current date time(AX) In-
progress
In-progre
ss
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Mapping AX entities to SharePoint SharePoint entities
Content types and site columns Create relationships between site columns
List itemsReusable static and dynamic content pages
Formatted site columnsFunctional apps that can be deployed on
pages
Search propertiesAttribute refinement, indexing, and query
rules
Microsoft Dynamics AX entities
Products and variantsA collection of catalog products and variants
Term storeNavigation and categorization structure of a
site
Retail navigation hierarchyDefines the hierarchy of categories
Product attribute schemaStandard, channel, and category attributes
Composite attributesSpecification
Attribute metadataRefinable, queryable, searchable, sortable
Publishing
Product catalogDefine the hierarchy of categories
Product site collectionPrimary and micro site “containers”
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Partitioning data in SharePoint for scaleDynamic partitioning
Create new content types as the attribute space in a single content type fills up
Category-based partitioningPartitioning based on the level specified for partitioning
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Distribution schedule• Support the
same schedules as retail store
• A & N schedules are available
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key TakeawaysAttribute frameworkAbility to define engaging enrichment experience via user-definable attributes
Centralized category managementAbility to centrally manage category hierarchies for various industry usage scenarios
Centralized catalog managementAbility to centrally manage retail catalogs that are targeted for channels
Centralized assortment managementAbility to centrally manage category hierarchies for various industry usage scenarios
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key takeawaysPublishingPublishing takes all channel and catalog data and makes it available to the online store
AcknowledgementAbility to get back the publish status information
Price updatesAbility to make regular price updates to the listing
SharePoint data store can be a black boxPublishing dynamically creates the required schema and data in SharePoint
Session 35: Q & A
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
E-Commerce - Starter Store Front • Review of Available Templates• Review of Navigation• Shopping Experience and Check Out• Customer Account• Loyalty
Session 36 - Content
Meera Mahabala
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Cross-channel workflowsBuy online and ship to destinationAbility to order online and ship to selected destination using a choice of shipping carriers
Buy online and pickup in storeAbility to pickup by selecting a store based on proximity and item availability
Buy online and return in storeExtensible model for integrated payment authorization and capture
An online order can accrue loyalty pointsA consumer can accrue loyalty points on the same loyalty card with purchases made online
Centralized Data & Order Management Across all Channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Online order flow
Online store front
Submit order
Commerce runtime
Cached data store
Dynamics AX
Staging Table
Sales Order Table
Order inquiry
CDX – Real Time Service
CDX – Sync Service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Customer account management
Anonymous userGuest checkout – Name, delivery address and email addressDefault Microsoft Dynamics AX customer
Authenticated userAuthentication using an identity provider Creates a new user within Dynamics AXAbility to view order history
Loyalty schemesAbility to define multiple concurrent schemesInclude categories, products, or specific variantsPoints based on quantity or amountPoints are redeemed as paymentAbility to set expiration values for points
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Customer loyaltyLoyalty customers
May or may not be tied to a Dynamics AX customerAbility to hold multiple loyalty cardsEach loyalty card is associated with a single scheme
Online store supports accrual only Calculated and accrued when the sales order is invoiced in Dynamics AX
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key takeaways
Session 36: Q & A
Lunch Break 60 minutes
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
• Order Fulfilment - AX POS
Session 37 - Content
Prabhu Padhi
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Order Fulfillment
Centralized order fulfillmentCentralized order fulfillment from Dynamics independent of order origination with comprehensive picking, shipping and notifications
Cross-channel workflowsOrder online & pickup in store, Order online & return in store, Accrue loyalty points
Integrated payment processingPCI / PA-DSS certified, tokenization for delayed capture, Extensible
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Online order flow
Online store front
Submit order
Commerce runtime
Cached data store
Dynamics AX
Staging Table
Sales Order Table
Order inquiry
CDX – Real Time Service
CDX – Sync Service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Investments
Cross-Channel ordering workflow
Centralized order fulfillment
Integrated payment
processing
User experience improvements at
point of sale
“Cross-Channel Order Processing and Fulfillment”
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Investments
Cross-Channel ordering workflow
“Cross-Channel Order Processing and Fulfillment”
Cross-Channel Enablement Order online and pickup in store (in addition to Ship-to) Store order and pickup from another store (in addition to Ship-to) Order online and return in store
Order Retrieval Created in same store Created in another store Created in Online store Created in AX client
Centralized order fulfillment
Integrated payment
processing
User experience improvements at
point of sale
Pricing and Sales Tax Consistent rule-driven computations across all sales channels
Discounts and Promotions Consistent application and computations across all sales channels
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Investments“Cross-Channel Order Processing and
Fulfillment”
Standard AX fulfillment functionality Order origination: Online store Order origination: Brick and Mortar store Order origination: AX
Order Fulfillment Pick-up All Ship All Mixed Mode (partly shipped, partly picked up)
Centralized order fulfillment
Integrated payment
processing
User experience improvements at
point of sale
Cross-Channel ordering workflow
Email Notifications Order creation/confirmation Ready for pickup Shipping confirmation Payment problemLeverage existing AX email notifications infrastructure
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Investments“Cross-Channel Order Processing and
Fulfillment”
Dynamics Online Payment Services (DOPS) Customers PCI-DSS 2.0 Certified and PA-DSS 2.0 Certified Leverage DOPS tokenization for remaining balance settlement
Ensure validity of authorization during pack slip creation in AX Ensure capture of remaining balance during invoicing in AX
Non Dynamics Online Payment Services (DOPS) Customers ISV opportunity by using Payment SDK
Integrated payment
processing
User experience improvements at
point of sale
Centralized order fulfillment
Cross-Channel ordering workflow
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Investments“Cross-Channel Order Processing and
Fulfillment”
POS: Display Order Mode Recall/Edit Order Pickup Order
Recall Order Search by multiple parameters Orders List:
Smart search Enablement/Disablement of actions
User experience improvements at
point of sale
Integrated payment
processing
Centralized order fulfillment
Cross-Channel ordering workflow
Order Summary Leverage receipt format template Address: “View box” style
Process FlowCustomer
places order
Customer receives
notificationRecall order
Complete pickup
Ship/Pick
Chooses products
Checks availability
Checks price
Pick/Pack/Ship
Ready for Pickup
OR
Pickup order
Customer Store Clerk
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
User Experience Improvements
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
User Experience Improvements
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
User Experience Improvements
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
User Experience Improvements
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
User Experience Improvements
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
User Experience Improvements
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
Online Store to POS – Order Fulfilment
Session 37: Q & A
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
• Developer Experience • Search, Managed Navigation, Adaptive Experiences
, Online Store With Commerce Run Time• High level Review of Share-point Touch points for
AX Retail • Overview of Visual Studio Project for E-Commerce
Session 38 - Content
Meera Mahabala
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Ever changing global markets
Unique business requirements
Flexible and sophisticated Commerce
Runtime and extensibility
Business challenges
New technology trends
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key Features for Extensibility of E-Commerce SolutionDynamics AX 2012 Retail R2
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Customizing a Dynamics for Ecommerce Solution
SharePoint 2013 FeaturesLeveraging Dynamics Ecommerce Web PartsExtending the Commerce Runtime ServicesCustomer account management
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Dynamics Ecommerce & SharePoint Entity Mapping
SHAREPOINT 2013 Server(Product Catalog Site)
Term StoreNavigation and categorization structure
of a site
Site ColumnsDefine the attributes of a product
catalog
Content TypesCreate relationships between site
columns
List itemsA flattened representation of products
and variants
Search PropertiesAttribute refinement, indexing and
query rules
This is about the displayable content
SHAREPOINT 2013 Server(Publishing Site)
Page LayoutsControls look & feel, content based on
associated content type
Content Search Web PartsFunctional “apps” that can be
deployed on pages
Display TemplatesControl layout and behavior of results
and layout of each result
Site CollectionsPrimary and micro site “containers”
This is about how its presented
Master PagesDefine the shared framing elements
for all pages
DYNAMICS FOR ECOMMERCE(Commerce entities)
Navigation HierarchyDefines the hierarchy of categories
Product attributesDefine a customizable product
attribute schema
Product catalogA collection of catalog products and
variants
Products & Variants A collection of products and variants
Attribute metadataRefinable, queryable, sortable and
searchable
This is about the business content
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Leverage AX Web Parts
My accountOrder historyProduct detailsProduct galleryProduct quick viewAddress edit Associate customerChange passwordCheckout confirmFacebook Logon
Page LayoutsItem Product DetailItem Product Click ViewItem Product GalleryItem Product Quick View
Display templatesAdd To CartCheckoutPromotion CodeSubmit OrderMini shopping cartShopping cartAddressCustomer
Web Parts
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Commerce Runtime – Architecture & Extensibility
Commerce Runtime
Customer
Promotion
Tax
Plu
g-in
Inte
rface
Kernel
Pre
sen
tatio
n(P
OS
/On
line
Sto
re ..)
Serv
ice
Inte
rface
Shipping
Functional Plug-in / Module
Cust /PartnerExtended PluginReplace Plug-in completely
EFT / Payments
…
CDX(Real Time)
3PExt.
CDX(Sync)
3PExt.
AX
for R
eta
il
CDX(Real Time)
3PExt.
CDX(Sync)
3PExt
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Extending the Commerce Runtime ServicesAddress
ChargeCurrencyCustomerDimension EmailLoyaltyPayment
PricingProduct availabilitySales orderShippingStore locatorTaxTotaling
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Address service Implement IAddressService interface ValidateAddressRequestGetCountryRegionsGetStateProvincesGetCounties
GetCitiesGetDistrictsGetZipCodesGetFromZipPostalCodeGetAddressFormatting
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement ICharge interface CalculateCharges(GetChargesRequest request)
Charge service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement ICurrency interfaceGetExchangeRate(GetExchangeRateRequest request)CurrencyToCurrency(GetCurrencyValueRequest request)
Currency service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement ICustomer interfaceGetCustomers(GetCustomersServiceRequest request) SaveCustomer(SaveCustomerServiceRequest request)
Customer service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement Idimension interfaceServiceResponse GetDimensions(GetVariantsRequest request)
Dimension service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IEmail interfaceSendEmailToCustomer(SendEmailServiceRequest request)
Email service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Inplement ILoyalty interfaceGetLoyaltyCardInfo(GetCustomerLoyaltyPointsServiceRequest request)
Loyalty service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IPayment interfaceGenerateCardToken(GenerateCardTokenRequest request)Authorize(AuthorizeRequest request)Cancel(CancelRequest request)SupportedCardTypes(SupportedCardTypesRequest request)
Payment service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IPricing interfaceGetPrice(GetPriceRequest pricingRequest)UpdateAllPrices(UpdatePriceRequest pricingRequest)CalculatePricesForListings(GetListingPricesRequest request)GetItemPrice(GetItemPriceServiceRequest pricingRequest)CalculateDiscount(CalculateDiscountsRequest pricingRequest)
Pricing service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IProductAvailability interfaceGetItemAvailabilitiesByItems(GetItemAvailabilitiesByItemsRequest request)GetItemAvailabilitiesByItemQuantities(GetItemAvailabilitiesByItemQuantitiesRequest request)GetItemAvailabilitiesByItemWarehouses(GetItemAvailabilitiesByItemWarehousesRequest request)ReserveItemsResponse ReserveItems(ReserveItemsRequest request)
Product availability service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IRounding interfaceRound(GetRoundedValueRequest request)RoundForDisplay(GetRoundedDisplayValueRequest request)RoundAmount(GetRoundedCurrencyRequest request)RoundAmountForDisplay(GetRoundedDisplayCurrencyRequest request)
Rounding service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement ISalesOrder interfaceCreateSalesOrder(CreateSalesOrderRequest request)GetOrders(GetOrdersServiceRequest request)GetOrdersLocal(GetOrdersServiceRequest request, IEnumerable<SalesOrder> remoteOrders)GetOrdersRemote(GetOrdersServiceRequest request)
Sales order service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IShippingService interfaceGetOrderDeliveryOptions(GetOrderDeliveryOptionsServiceRequest request)GetLineDeliveryOptions(GetLineDeliveryOptionsServiceRequest request)GetProductDeliveryOptions(GetProductDeliveryOptionsServiceRequest request)GetExternalShippingRate(GetExternalShippingRateServiceRequest request)ValidateShippingAddress(ValidateShippingAddressServiceRequest shippingRequest)GetShipments(GetShipmentsServiceRequest request)
Shipping service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement IStoreLocatorService interfaceGetStores(GetStoresRequest request)
Store locator service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement ITax interfaceCalculateTax(CalculateTaxRequest request)ClearChargeTaxLines(SalesTransaction transaction)
Tax service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Implement ITotaling interfaceCalculateTotals(CalculateTotalsRequest calculateTotalsRequest)
Totaling service
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo - Shipping integration with Contoso Shipping
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Overview of Visual Studio Project for E-Commerce
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
• POS hardware Investments
Session 39- Content
Ruben Delgado
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Business challenges
Managing payment artifacts
Support for diverse situations
Keeping up with POS hardware technology Do more with less
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key features for Devices & Hardware in Dynamics AX 2012 Retail R2
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Investments
Signature captureAdded support for signature capture devices
Dual shift/cash drawerSupport for two cash drawers and shifts on single POS
Dual receipt printer/scannerAdditional receipt printer and profile for varying receipt formats
Hydra (customer facing payments)Support for hydra device
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Enabled second cash drawer in hardware profileCashier is prompted to select drawer at login.
- Shift is then associated with that drawerSecond shift support added to point of sale.
- Up to two open shifts per register- Supports shared register scenario
Cash drawer types supported include OPOS and Manual.-Use manual device type to enable multiple shifts without multiple physical
cash drawers
Dual cash drawer
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Dual cash drawer
Good to knowCash drawer splitters do not open drawers independently, but at the same time or in succession. To connect dual drawers set up one as serial or USB and connect one to the printer (or both to the machine directly).
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Cash drawer selection at login
Dual printer/scanner
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Enabled second printer in hardware profileEach receipt printer has its own receipt profile.
- Enables scenario with different receipt types printing to different printers.For example: 40 column printer for receipts, full page printer for invoices.
Dual printer
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Enabled second printer in hardware profileEach receipt printer has its own receipt profile.
- Enables scenario with different receipt types printing to different printers.For example: 40 column printer for receipts, full page printer for invoices.
Dual printer
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Enabled second scanner in hardware profileSupports hardware store type scenario in which a table scanner is used for smaller items and a wireless scanner is used to scan larger items such as lumber.
Dual scanner
Signature capture
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
OPOSEnabled out of the box support for signature capture devices with OPOS drivers.
Signature capture
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Signature captureSetupSignature capture is set up in hardware profile and configured in <company>/Retail/Common/Retail channels/Retail stores Setup Payment methods
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Signature captureSignatures are transmitted to Microsoft Dynamics AX
Hydra device support
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Multi-function device
POS peripheral that can perform duties of more than one device. Most often used to describe a customer facing device also known as “Hydra”.
Customer facing devices normally are capable of the following functions:MSRLine displayPIN padSignature capture
142
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Advantages to hydra devicesAdvertising
Enterprise capable
Security
143
Cost savings from standalone devices
Counter space
Modular approach
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Driver differences
Common device drivers much more limitedOPOS, JPOS, HID etc.
Multi-function devices are not typically plug and playProprietary applications on the devices.Much more complex workflows and requirements.The forms on the device are most often customized for the particular merchant.
144
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Changes to POS workflow
Enabled scenario that allows customer to swipe cardYou have to handle card data outside of common cashier facing MSR scenarios.
Modified POS payment workflows to send payment request to device if other card payment information is not present
145
MICROSOFT CONFIDENTIAL – INTERNAL ONLY146
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Supported functionsCustomer facing MSR
PIN entry
Credit and debit
Line display
147
Customer payment card selection
Signature capture
Customer loyalty card entry
Customer cash back amount entry
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Supported device
Equinox L5300Formerly Hypercom USA
In use at major retailers across the US
Wide range of capabilities
148
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Dynamics Online payment servicesL5300 integration is built to work with Dynamics Online out of the box through the Payments SDK.
SDK is modular in approach to payment processors and hardware devices.
Implementation time is greatly reduced by using Dynamics Online for payment processing and L5300 out of the box functionality
149
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Configurability through headquartersHonors cash back setting for debit
Option of allowing customer to enter cash back on device
Option to set up signature capture through Dynamics AX
Traditionally these workflow changes have been more complex than simply sync’ing data from Dynamics AX150
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Setup
Setup requires external componentsFTP to manufacturer site hosting necessary components to be provided.
When used as PIN pad, device must have encryption key injected by 3rd party (distributor or payment processor)
Out of the box solution is implemented in Dynamics Online Payment Connector (payments SDK)
Customer logo can be modified without writing code151
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Considerations and constraints
Out-of-box multi-function device support is US only
Customization is the rule more than exceptionOut of box functionality cannot cover all customer requirements such as EBT, gift, advertising etc.
152
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Concepts and architecture
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
ServiceBuilt to be easily modified by developers with access to the pluginTo support a different device simply replace the hydra dllDocumentation will be made available to developers
154
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Hydra contractsFairly simple interface between device handler and hydra manager
155
{ /// Payment Terminal Handler public interface IPaymentTerminalHandlerV1 event EventHandler<SwipeEventArgs> CardSwipe;
event EventHandler<ButtonPressEventArgs> ButtonPress; event EventHandler<PinPadEventArgs> PinEntry; event EventHandler<SignatureCaptureEventArgs> SignatureEntry;
event EventHandler<DeviceErrorEventArgs> DeviceError; bool Initialize(); void Close(); void ShowForm(string formName); void SetVariable(string variableName, string variableValue); string GetVariable(string variableName); void DisplayLines(bool clearLines, IList<string> displayLinesAt); void CardReaderEnable(bool enable); void PinEntryEnable(string formName, string accountNumber); void PinEntryEnable(string formName, string accountNumber, decimal amount); void SignatureEntryEnable(string formName); void ClearData();
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
L5300 setup
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Device setup
Device is implemented entirely within the payments pluginDevice setup in the back office is not explicitly required. Hydra is implemented and managed by the payment service.Settings such as cashback, signature capture and tenders allows are communicated from POS to the EFT service.
Payments SDK will be made availablePayments SDK session to follow.
157
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Components
Components required for setup will be hosted on an FTP provided by EquinoxContact John Pleau (jpleau@equinoxpayments) for access to necessary components.
Required componentsFPELoader- Used to load forms onto the deviceL5000 Serial Driver- Device driverFPE Interface- Device interfaceL5300 forms- Should be included in partner plugins. May have to be provided through FTP.
158
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
CustomizationForm loader loads forms from a folder onto the deviceTo replace the Adventure Works logo provided out of the box, simply replace the banner and full page logo files in the directory and then load the forms.
Additional customizationFPELoader- Used to load forms onto the deviceL5000 Serial Driver- Device driverFPE Interface- Device interfaceL5300 forms- Should be included in partner plugins. May have to be provided through FTP.
Optional componentFormBuilder- Used to build FPE forms. Contact (jpleau@equinoxpayments.com) for access to form builder.Form builder also requires a security dongle to modify forms.
159
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key takeawaysDual shift/cash drawerAdded support for two shifts on POS
Dual scannerTwo scanners supported for divers POS requirements
Dual printerAdditional printer support added for printing different receipt formats as needed
Signature captureSupport for signature capture at POS with signature recall in AX
Hydra deviceSupport for multi-lane devices and enhanced POS support for device integrations
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Keep in mindDual shift/cash drawerMulti shift login is not prompted to select a shift when ‘shift is not available/use this shift?’ is selected
Signature captureSignature is not printed on receipt
Hydra is US onlyDifferent device/payment processors may need to be implemented
Hydra requires customizationRetailers will require modification to hydra device forms and functionality
Session 39: Q & A
Afternoon Break – 15 Minutes
LABS – Session 40
LAB:2.22- Creation of a Online Navigation Hierarchy, Online Catalogue and Publishing
LAB:2.22- Creation of a Online Navigation Hierarchy, Online Catalogue and Publishing
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
• AX Retail BI and Reporting• • Standard Reports• • Standard Cubes• • Excel Integration
Session 41- Content
Yabin Liu
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Business challenges
Need required reports
Access to retail business data
Visualize business insights
Ability to easily customize to meet specific needs
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key BI Features inDynamics AX 2012 Retail R2
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Rich Features in AX 2012 R2 – Retail
Retail cube Required reportsRich presentation to visualize, print and analyze data
Extensibility
AX 2012 R2 introduces four new cubes
General ledger
Accounts receivable
Accounts payable
Sales Production Purchases
Expense managemen
t
Environmental
sustainability
CRM
Project accounting
Workflow analysis
Budget control
Budget planning
Inventory valuation
Retail
AX2012 + AX2012 R2
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
High level architecture
Data layer
Integration layer
Presentation layer
Application Object Server (AOS)
Query Service
Metadata service
OData service
Dynamics AX2012 R2 cubes
Dynamics AX2012 OLTP database
AX2012 EP clientAX2012 windows
client
Role Center Role Center
XMLA/MDXServices
External clients
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Retail cube - measuresCustomersRetail channelReleased productsExchange rates
Inventory valueSales order linesPacking slip linesInvoice linesRetail transactions
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Retail cube - dimensionsCurrencyCustomerDate and timeSites/warehouseCompany/organization unitFiscal period dateGeographic location
ProductsRetail channelRetail categoryPOS terminalPayment methodsRetail transactionsWorker
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Retail store metricsSales performance by productsSales performance by retail product categoryGross margin return on inventory investments (GMROII) by productGross margin return on inventory investments (GMROII) by category
Reports
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Sales performance by category by storePerformance by terminalTop 10 operating unit performers in current yearTrend by operating unitSales comparison year over year by operating unit
Reports
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Average ticket sizeCost of goods sold (COGS)Days of inventory amountDays of inventory quantityGross margin return on inventory investments (GMROII)Gross margin
Key performance indicators
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Gross margin percentageInventory turn amountInventory turn quantityInventory turnoverMonths of inventory amountMonths of inventory quantity
Key performance indicators
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Sales by hourSale per unit areaTotal customersTotal returnsTotal salesWeek of inventory amount
Key performance indicators
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
SQL Power ViewSSRS ReportsChart controls
Presentation
VISUALIZE PRINT ANALYZE
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Presentation layer
High level architecture – presentation layer
Tools and capabilities
SSRS
Production and
analytical reports
ASP.Net
Embedded chart controls
Management reporter
Financial statement
s
SQL RB3
Ad-hoc reports
Power Pivot
Data mash-ups
SQL Power View
Data analysis
AX client
Cues and list pages
AX2012 EP and Windows client
Role Center
AX User control web part
AX Report viewer web
part
Business overview web part
AX Power View web
part
New Enhanced
New enhanced New
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Excel integration Demo
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Enhance retail cube - additional data source, measures, dimensions, calculations, KPIs, etc.Define your own reports with SSRS, Excel and SQL Power View
Extensibility
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Key takeaways
Dedicated retail cube
Retail reports
Rich presentation
Extensibility
Session 37: Q & A
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
Inventory and Pricing Management
PricingEstablish the sales price of a product for a specific time and customer
DiscountsAbility to specify simple, multi-line discounts, mix & match
Price groupsEstablish relationship between a channel, customer pricing and discounts
Inventory ManagementComprehensive inventory management from purchasing, receiving, allocation, replenishment, item availability and more..
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