Retail operations solution_ax2012_r2_retailtraining slides _day 4_sme

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


Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials


Stores

CatalogKiosk

Mobile

Consumers Corporate Accounts

Web

Microsoft Dynamics for E-Commerce


Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials


WebStores

Consumers

Omni-Channel Workflows


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


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


Search Driven Experiences

SEARCH

Product Catalogs Static ContentDigital AssetsAuthored Content NavigationExternal Content


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


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.


Adaptive Experiences

Historical Click Patterns

Event P

roce

ssing

PRODUCT ID

RECOMMENDED PRODUCTS Search


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


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


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



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


Channel managementOnline Store Set-upRetail Navigation Hierarchy


Meera Mahabala


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


Online store attributes

Channel product attributes

Category product attributes

Channel attributes


Online store attribute metadata

Refinable Searchable

Retrievable


Online store attribute metadataSortable

Queryable


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


Sales TaxApplicable tax codes Customer group for destination based taxesSales Price includes sales tax


Online store publish

Microsoft Dynamics AX 2012 Retail

Online store

Channel publish

Hierarchy and

properties

Products

Commerce Runtime

Catalog publish


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)


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


Demo


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


Product Attributes – Attributes FrameworkCatalog managementAssortment Management


Prabhu Padhi


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


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


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


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


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


Image

Related Products


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


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


Image

Related Products


ChannelChannel-1

Channel-2

ASIN

Auction Price

ASIN B04266611H (for Channel-1)

Auction Price $100.00 (for Channel-2)

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


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


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


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


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


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


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”


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


Distribution schedule• Support the

same schedules as retail store

• A & N schedules are available


Demo


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


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


E-Commerce - Starter Store Front • Review of Available Templates• Review of Navigation• Shopping Experience and Check Out• Customer Account• Loyalty


Meera Mahabala


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



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


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


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


Demo


Key takeaways

Session 36: Q & A

Lunch Break 60 minutes


• Order Fulfilment - AX POS


Prabhu Padhi


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


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


Investments

Cross-Channel ordering workflow

Centralized order fulfillment

Integrated payment

processing

User experience improvements at

point of sale

“Cross-Channel Order Processing and Fulfillment”


Investments


“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


Integrated payment

processing


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


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)


Integrated payment

processing


point of sale


Email Notifications Order creation/confirmation Ready for pickup Shipping confirmation Payment problemLeverage existing AX email notifications infrastructure



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


point of sale





Fulfillment”

POS: Display Order Mode Recall/Edit Order Pickup Order

Recall Order Search by multiple parameters Orders List:

Smart search Enablement/Disablement of actions


point of sale

Integrated payment

processing



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


User Experience Improvements












Demo

Online Store to POS – Order Fulfilment

Session 37: Q & A


• 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


Meera Mahabala


Ever changing global markets

Unique business requirements

Flexible and sophisticated Commerce

Runtime and extensibility

Business challenges

New technology trends


Key Features for Extensibility of E-Commerce SolutionDynamics AX 2012 Retail R2


Customizing a Dynamics for Ecommerce Solution

SharePoint 2013 FeaturesLeveraging Dynamics Ecommerce Web PartsExtending the Commerce Runtime ServicesCustomer account management


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


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


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


Extending the Commerce Runtime ServicesAddress

ChargeCurrencyCustomerDimension EmailLoyaltyPayment

PricingProduct availabilitySales orderShippingStore locatorTaxTotaling


Address service Implement IAddressService interface ValidateAddressRequestGetCountryRegionsGetStateProvincesGetCounties

GetCitiesGetDistrictsGetZipCodesGetFromZipPostalCodeGetAddressFormatting


Implement ICharge interface CalculateCharges(GetChargesRequest request)

Charge service


Implement ICurrency interfaceGetExchangeRate(GetExchangeRateRequest request)CurrencyToCurrency(GetCurrencyValueRequest request)

Currency service


Implement ICustomer interfaceGetCustomers(GetCustomersServiceRequest request) SaveCustomer(SaveCustomerServiceRequest request)

Customer service


Implement Idimension interfaceServiceResponse GetDimensions(GetVariantsRequest request)

Dimension service


Implement IEmail interfaceSendEmailToCustomer(SendEmailServiceRequest request)

Email service


Inplement ILoyalty interfaceGetLoyaltyCardInfo(GetCustomerLoyaltyPointsServiceRequest request)

Loyalty service


Implement IPayment interfaceGenerateCardToken(GenerateCardTokenRequest request)Authorize(AuthorizeRequest request)Cancel(CancelRequest request)SupportedCardTypes(SupportedCardTypesRequest request)

Payment service


Implement IPricing interfaceGetPrice(GetPriceRequest pricingRequest)UpdateAllPrices(UpdatePriceRequest pricingRequest)CalculatePricesForListings(GetListingPricesRequest request)GetItemPrice(GetItemPriceServiceRequest pricingRequest)CalculateDiscount(CalculateDiscountsRequest pricingRequest)

Pricing service


Implement IProductAvailability interfaceGetItemAvailabilitiesByItems(GetItemAvailabilitiesByItemsRequest request)GetItemAvailabilitiesByItemQuantities(GetItemAvailabilitiesByItemQuantitiesRequest request)GetItemAvailabilitiesByItemWarehouses(GetItemAvailabilitiesByItemWarehousesRequest request)ReserveItemsResponse ReserveItems(ReserveItemsRequest request)

Product availability service


Implement IRounding interfaceRound(GetRoundedValueRequest request)RoundForDisplay(GetRoundedDisplayValueRequest request)RoundAmount(GetRoundedCurrencyRequest request)RoundAmountForDisplay(GetRoundedDisplayCurrencyRequest request)

Rounding service


Implement ISalesOrder interfaceCreateSalesOrder(CreateSalesOrderRequest request)GetOrders(GetOrdersServiceRequest request)GetOrdersLocal(GetOrdersServiceRequest request, IEnumerable<SalesOrder> remoteOrders)GetOrdersRemote(GetOrdersServiceRequest request)

Sales order service


Implement IShippingService interfaceGetOrderDeliveryOptions(GetOrderDeliveryOptionsServiceRequest request)GetLineDeliveryOptions(GetLineDeliveryOptionsServiceRequest request)GetProductDeliveryOptions(GetProductDeliveryOptionsServiceRequest request)GetExternalShippingRate(GetExternalShippingRateServiceRequest request)ValidateShippingAddress(ValidateShippingAddressServiceRequest shippingRequest)GetShipments(GetShipmentsServiceRequest request)

Shipping service


Implement IStoreLocatorService interfaceGetStores(GetStoresRequest request)

Store locator service


Implement ITax interfaceCalculateTax(CalculateTaxRequest request)ClearChargeTaxLines(SalesTransaction transaction)

Tax service


Implement ITotaling interfaceCalculateTotals(CalculateTotalsRequest calculateTotalsRequest)

Totaling service


Demo - Shipping integration with Contoso Shipping


Overview of Visual Studio Project for E-Commerce


• POS hardware Investments

Session 39- Content

Ruben Delgado


Business challenges

Managing payment artifacts

Support for diverse situations

Keeping up with POS hardware technology Do more with less


Key features for Devices & Hardware in Dynamics AX 2012 Retail R2


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


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


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).


Cash drawer selection at login

Dual printer/scanner


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


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


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


OPOSEnabled out of the box support for signature capture devices with OPOS drivers.

Signature capture


Signature captureSetupSignature capture is set up in hardware profile and configured in <company>/Retail/Common/Retail channels/Retail stores Setup Payment methods


Signature captureSignatures are transmitted to Microsoft Dynamics AX

Hydra device support


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


Advantages to hydra devicesAdvertising

Enterprise capable

Security

143

Cost savings from standalone devices

Counter space

Modular approach


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


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


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


Supported device

Equinox L5300Formerly Hypercom USA

In use at major retailers across the US

Wide range of capabilities

148


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


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


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


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


Concepts and architecture


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


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();


L5300 setup


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


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.

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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 ([email protected]) for access to form builder.Form builder also requires a security dongle to modify forms.

159

mailto:[email protected]


Demo


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


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


• AX Retail BI and Reporting• • Standard Reports• • Standard Cubes• • Excel Integration

Session 41- Content

Yabin Liu


Business challenges

Need required reports

Access to retail business data

Visualize business insights

Ability to easily customize to meet specific needs


Key BI Features inDynamics AX 2012 Retail R2


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


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


Retail cube - measuresCustomersRetail channelReleased productsExchange rates

Inventory valueSales order linesPacking slip linesInvoice linesRetail transactions


Retail cube - dimensionsCurrencyCustomerDate and timeSites/warehouseCompany/organization unitFiscal period dateGeographic location

ProductsRetail channelRetail categoryPOS terminalPayment methodsRetail transactionsWorker


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


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


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


Gross margin percentageInventory turn amountInventory turn quantityInventory turnoverMonths of inventory amountMonths of inventory quantity



Sales by hourSale per unit areaTotal customersTotal returnsTotal salesWeek of inventory amount



Demo


SQL Power ViewSSRS ReportsChart controls

Presentation

VISUALIZE PRINT ANALYZE


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


Demo


Excel integration Demo


Enhance retail cube - additional data source, measures, dimensions, calculations, KPIs, etc.Define your own reports with SSRS, Excel and SQL Power View

Extensibility


Key takeaways

Dedicated retail cube

Retail reports

Rich presentation

Extensibility

Session 37: Q & A


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..