1. 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.

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

3. 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.

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

5. 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.

6. 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

7. 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, 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.

8. Demo
Online Order and Store Pickup

9. 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

10. 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

11. 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

12. 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.

13. 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)
notifications
Customer receives notifications during various states of the order
Order creation/confirmation
Ready for pickup
Shipping confirmation
Payment problem
… … … …
Leverage existing Microsoft Dynamics AX for Retail 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.

14. Demo
Centralized order fulfillment
and
Enablement of rich analytics

15. 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.

16. 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.

17. Q&A

18. 4/27/2017 2:42 PM
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© 2007 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.

19. 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.