Dynamics AX 2012 for Retail – e-Commerce Deep Dive

Meera MahabalaSenior Program ManagerMicrosoft Corporation

BRK350

Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.

Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Challenges

Inventory management

Multiple channels & decentralized configuration

Engaging experience

Cross channel workflows

Session Focus

3. Storefront Customization

2. Commerce Runtime Services

1. Centralized Data Management

Centralized configuration & data management

Channel ManagementAll channels; retail stores , online stores and online marketplaces can be managed in AX

Catalog ManagementChannel specific Product catalogs and enrichment can be managed in AX

MerchandisingTrade agreements can be managed in AX for all channels

Order FulfillmentAll orders, immaterial of originating channel can be fulfilled in AX

Centralized Data & Order Management Across all Channels

BRK351

BRK352

BRK351

1

Online store definition

Retail Organization ModelModeled as a retail channel and can be added 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

Online store integrationAll connection properties for the online store are setup using this entity

1

Online store conceptual model

Online store

Navigation hierarchy

1

Customer1

Store location group

*

Language*

Currency1

Assortment*

*

Catalog*

Channel & Product

Attributes

*Payment account

& method*

Modes of Delivery

*

Price Group*

*

1

Online store attributes

Channel product attributes

Category product attributes

Channel attributes

Online store attribute metadata

Refinable Searchable

Retrievable

1

Online store attribute metadataSortable

Queryable

1

Online store setup

Install the online store

Setup online store integration

Retail channel navigation hierarchy

Online store configuration

Manage online store products

1

Online store publish

Dynamics AX 2012 for Retail

Online Store

Channel Publish Hierarchy &

properties

Products

Commerce Runtime

Catalog Publish

1

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

1

demoOnline store setup

1

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 Runtime Services

2

Storefront Customization

Out of Box “Starter” StorefrontComplete, customizable online storefront built on SharePoint 2013

Retail Data Exchange and Commerce RuntimeScalable and customizable retail services platform

Integrated Payment ProcessingExtensible model for integrated payment authorization and capture

Extensive UI Developer ExperienceCustom Visual Studio templates and leveraging of SharePoint 2013

Centralized Data & Order Management Across all Channels

Storefront customization

CHK308 & 309

3

SharePoint 2013 Features

Search driven experiencesCatalog data routed through the search index enabling dynamics pages

Faceted and managed navigationFlexible navigation and ease of adding refiners at different category nodes

Adaptive experiencesUse click through, views and other analytics to feedback into search experience

Device channelsAbility to deliver different skins for different device channels

3

Search driven experiencePUBLIC FACING WEBSITE

(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”

INTERNAL FACING WEBSITE(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

ProductsCatalog items and variants

Search PropertiesAttribute refinement, indexing and query rules

Search

Index

This is about the content This is about how its presented

Master PagesDefine the shared framing elements for all pages

3

SharePoint 2013 Page ModelMaster Page

Master Page

Page Layout

Page Field

Control

Page Field

Control

Page Field Control

Page

Authored

content

Authored

content

Content Search Web PartContent template

Item Templ

ate

Item Templ

ate

Item Templ

ate

Paging, Sorting, other links

Content Search Web PartContent template

Item Templat

e

Item Templat

e

Item Templat

e

Paging, Sorting, other links

3

Content Search Web PartDisplay Template

Query Rules

Query Conditions

What queries should be handled?

Query Actions

What happens when a rule matches?

PublishingOptions

Is the rule active and for how long?

3

Under the covers of a Search-driven site

Term Store

Assets Site Collection

Catalog Site Collection

URL Links

Managed Metadata Columns

BLO

B

Cach

e

Query

URL Links

Friendly URLs & Catalog Pages

Publishing Site Collection

Cach

esSEARCH

Index

Cra

wl

Query

Rule

s

Resu

lt souce

Crawl

3

Out of box storefront architectureSharePoint 2013

AJA

X S

erv

ices

HTTP/ HTTPS HTML/

Java Script

Search Index Pa

ges,

W

eb

Part

s

CRT DB

CDX

Com

merc

e

Ru

nti

me

Dynamics AX 2012 for Retail

STS

3

Customizable out of box storefront controls

My accountOrder historyProduct detailsProduct galleryProduct quick viewAddress edit Associate customerChange passwordCheckout confirmFacebook Logon

Page LayoutsItem_ProductDetailItem_ProductClickViewItem_ProductGalleryItem_ProductQuickView

Display templatesAdd To CartCheckoutPromotion CodeSubmit OrderMini shopping cartShopping cartAddressCustomer

Web Parts

3

demoOnline store customization

Mobile online store

New device channelRegister a mobile device channel and register display user agents

Mobile specific master page, images, style sheetsChange the master page to reflect the smaller form factor

Device channel panelAdd device specific html snippets

Centralized Data & Order Management Across all ChannelsMobile storefront

Effective device channelSpecify item templates that are device specific

3

demoMobile online store

3

Developer Experience

3

Prebuilt Virtual MachinesFully functional VM’s of AX, CRT, SP and Storefront to support demos and sales presentations

Lightweight On Premise DeploymentSimple deployment of Storefront and CRT to an existing AX and SP instance to support demos and training

Developer KitDeployment by an ISV of all parts and code for customization, further development and repackaging

Pre-Live Deployment Deployment of a customized Storefront and CRT as a precursor to going into production

Production DeploymentDeployment of Storefront and CRT for production “go live” use

Packaging & Deployment3

Related Sessions

BRK311 – Improvements in POSBRK351 – Catalog management and order processingBRK352 – MerchandisingCHK308 – Commerce data exchangeCHK309 – Extensibility of POS and commerce runtime

Session

Wed – 14:30Wed – 10:30Thu – 13:15Tue – 18:00Wed – 18:00

Day and Time

Top tips from this sessions

Centralized Channel ManagementCentrally configure the channel from within AX

Channel & Catalog PublishingAbility to make all configurations available in the channel

Commerce runtime servicesA set of extensible run time retail services

Storefront customizationShare point 2013 has an extensible customization framework

Packaging and DeploymentAbility to deploy customize and re-package the solution

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Architecture

Commerce Runtime

Shipping

Commerce Runtime

Product Catalog Site Collection

SSO

M Term Store

Product CatalogCraw

ler

Serv

ice

Publishing Site Collection

(Online store)

SP Connector

Administrator

Administration Portal

Dynamics AX for Retail (HQ)

MS DYNAMICS

SharePoint 2013

Consumer

CDX - Real time Service

Proxy

CDX - Sync

Service

Data Access

CRT DBPromotions

Pricing

Taxes

Customer

Payments

Orders

3rd Party Extensions

Other Plug-ins...CRT API

Ex

Ex

Ex

Ex

Ex

Ex

Ex

Ex

3P Ext

3P Ext

Search Index

CDX - Sync Service

Net.TCP

TCP/IP