Convergence 2013 4/27/2017 © 2013 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.

CSAX36 Microsoft Dynamics® AX 2012 for Retail— key improvements in order processing and fulfillment Meera Mahabala and Prabhu Padhi Senior Program Manager Microsoft

Session objectives and takeaways Tech Ready 15 4/27/2017 Session objectives and takeaways Session objectives Understand how Microsoft Dynamics AX for Retail supports: Order processing in various channels. Order fulfillment across all channels. Key takeaways Sales orders from all channels are symmetrically processed and routed into Microsoft Dynamics AX for Retail for fulfillment. Centralized management of sales orders enables seamless cross channel workflows. © 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. 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.

Symmetrical omni-channel retail Retail data exchange Microsoft Dynamics AX for Retail

Cross-channel workflows 4/27/2017 Cross-channel workflows Centralized Data & Order Management Across all Channels Buy online and ship to destination Ability to order online and ship to selected destination using a choice of shipping carriers Buy online and pickup in store Ability to pickup by selecting a store based on proximity and item availability Buy online and return in store Extensible model for integrated payment authorization and capture An online order can accrue loyalty points A consumer can accrue loyalty points on the same loyalty card with purchases made online © 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.

Online order flow Dynamics AX for Retail Commerce data exchange Online store front Commerce runtime Commerce data exchange Real Time Service Dynamics AX for Retail Sales Order Table Submit order Order inquiry Staging Table Cached data store Commerce data exchange Synch Service

Customer Account Management 4/27/2017 Customer Account Management Customer registration Ability for a new customer to register or checkout as a guest Customer authentication Ability for the customer to be authenticated using Windows, Forms, Facebook or other custom schemes. Customer account management Ability to add addresses, email and view order status Loyalty customer Ability to associate the customer with a loyalty customer and accrue points on the various schemes © 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.

Demo Online Order and Store Pickup

Data uploads/downloads Customer order flow Point Of Sale (POS) Dynamics AX for Retail Sales Order Table Commerce data exchange Real Time Service Submit order Order inquiry Commerce data exchange Synch Service Data uploads/downloads

Credit card payment integration Microsoft Dynamics AX for Retail Online Payment Services (DOPS) Users Leverage DOPS tokenization for remaining balance authorization Ensure validity of authorization during pack slip creation in Microsoft Dynamics AX for Retail Ensure capture of remaining balance during invoicing in Microsoft Dynamics AX for Retail Non Microsoft Dynamics AX for Retail Online Payment Services (DOPS) Users ISV opportunity

In-store orders and fulfillment Support non-cash and carry ordering workflows Quote, sales order Order configuration in Microsoft Dynamics AX for Retail Default order type, Deposit, Quote expiration, Charges, etc. Order creation All aspects of Pricing, Discounts, and Taxes apply Deposit calculation, collection and posting Order Summary: Receipt format support Order retrieval Created from same store, another store, Online store, or Microsoft Dynamics AX for Retail client Modify order as necessary (order state specific) Picking and Packing slip can be created in POS or HQ

In-store orders and fulfillment Tech Ready 15 4/27/2017 In-store orders and fulfillment Order cancellation (order state specific) Can be cancelled anytime before Picking list, Packing slip or Invoice is created Sales order is cancelled in Microsoft Dynamics AX for Retail using Transaction Service Cancellation charges, if configured, may apply Customer is refunded deposit, less any charges Order return (order state specific) Only ‘Delivered or Invoiced orders’ can be returned Return order created in Microsoft Dynamics AX for Retail using Transaction Service Ability to select items to return © 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.

Centralized order fulfillment Tech Ready 15 4/27/2017 Centralized order fulfillment Order fulfillment Pick-up all Ship all Mixed mode (partly shipped, partly picked up) Email notifications Customer receives email notifications during various states of the order Order creation/confirmation Ready for pickup Shipping confirmation Payment problem … … … … Leverage existing Microsoft Dynamics AX for Retail email notifications infrastructure © 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.

Demo Centralized order fulfillment and Enablement of rich analytics

Session objectives and takeaways Tech Ready 15 4/27/2017 Session objectives and takeaways Session objectives: Understand how Microsoft Dynamics AX for Retail supports: Order processing in various channels. Order fulfillment across all channels. Key takeaways: Sales orders from all channels are symmetrically processed and routed into Microsoft Dynamics AX for Retail for fulfillment. Centralized management of sales orders enables seamless cross channel workflows. © 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. 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.

Related Content Day Time Code Title Wednesday, 3/20/2013 9:00-10:30 Tech Ready 15 4/27/2017 Related Content Day Time Code Title Wednesday, 3/20/2013 9:00-10:30 DDAX25 Microsoft Dynamics for Retail: Delivering the Future of Retail Today – Strategy, Solution Overview, Next Generation Investments, & Customer Insights 11:00-12:00 CSAX42 Microsoft Dynamics AX 2012 for Retail: e-Commerce 17:00-18:00 CSAX37 Microsoft Dynamics AX 2012 for Retail: Key Improvements in Merchandising 14:00-15:00 CSAX35 Microsoft Dynamics AX 2012 for Retail: POS, Mobility & Store Systems 15:30-16:30 CSAX36 Microsoft Dynamics AX 2012 for Retail: Key Improvements in Order Processing & Fulfillment Thursday, 3/20/2013 13:00-14:15 IDAX13 Microsoft Dynamics AX 2012 for Retail: Customization & Developer Experience © 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. 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.

Q&A

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4/27/2017 2:42 PM © 2013 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. 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. © 2010 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. 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.