D365 Retail channels -POS &Call Center- AXUG – US Chicago   Katie Costello – Technology management consulting

Agenda Introductions Call Center Retail Credit card processing

Introductions Katie Costello Bruce Azuma

What is a call center in D365 Type of retail channel that allows organizations and users to better manage order processing at the macro and micro level Enable order completion Summary of order Manage payments easier Enable direct selling Source codes and catalog requests Enable order price control Price and price override controls How many of you are on D365, AX2012, in the MCR industry vs another industry?

Can I use Call Centers without all of these options? Yes - mix and match Group users/orders by channel Email notification profiles Hold and fraud management Customer service Sales and marketing Without order completion – think standard AX sales order (sales order summary, recap, coupons, fraud) Without direct selling – no way to track source codes, catalogs, scripts Without order price control – don’t have much options for override price, margin alerts, price matching

Retail – Point of Sale Cloud POS Modern POS Web based (any browser) Application on PC Can be run in offline mode Cloud POS Web based (any browser) ‘Full screen mode’ so users don’t feel as if they are in a browser Traditional, direct connect Network addressable

Differences/improvements Retail – Point of Sale Similar from AX2012 to D365 Differences/improvements UI/Screen layouts Training built into the POS Access from anywhere on any device Comparing/searching items Integration to website Retail navigation hierarchy CDX backward compatibility

VISION TO REALITY Stores · Catalog · Kiosk · Web · Mobile · Social Convergence EMEA 2013 6/9/2018 12:06 AM VISION TO REALITY Stores · Catalog · Kiosk · Web · Mobile · Social Order Management Customer Care Merchandising Report and Analyze Retail Headquarters Warehouse Management Microsoft has built their solution around the retail headquarters – continuing to improve Supply Chain Visibility Financials Supply Chain Management © 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.

Retail product hierarchy Organization hierarchy Pricing/Discounts What overlaps?!?! Retail product hierarchy Organization hierarchy Pricing/Discounts Info codes Payments Task recording Reporting Standard reports in D365 Power BI (workspaces)

Credit card processing in D365 Standard out of box options MasterCard Simplify Connector VeriFone Connector Data support Level 1, 2 and 3 AVS, CVV Call center Order completion on/off

Questions