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Extend Microsoft Dynamics 365 for Retail
BRK3339 Extend Microsoft Dynamics 365 for Retail Mugunthan Mani Program Manager © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Retail Extensibility What's New and DEV ALM POS –Client Extension
Enhancements, Extension Architecture and Dev acceleration POS –Client Extension New Extension architecture, Patterns and BP Retail Extensibility CRT – Business logic, workflow, DB and Hardware station (HWS) Build freely with the extension patterns Packaging and deployment Deploy consistently
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What’s New in Retail Extensibility – July 2017 release
5/29/2018 5:11 AM What’s New in Retail Extensibility – July 2017 release © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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What’s New – July 2017 release
5/29/2018 5:11 AM What’s New – July 2017 release Dynamics 365 for Retail SKU – Retail only (Fully sealed) Dynamics 365 for Retail SKU - Hard Sealed HQ POS Channel DB RS and CRT Hardware station Dynamics 365 for Finance and operation, Enterprise edition POS Channel DB RS and CRT Hardware station Changes Follow the extension Patterns Dynamics 365 for Finance and Operation, Enterprise (unsealed X++) Dynamics 365 for Retail SKU – Retail + Finance and Operations (Fully sealed) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Benefits Extension model benefits 5/29/2018 5:11 AM No code merge
Speed Extension model benefits Simplified customization model Easy Maintenance Latest and greatest version New Continuous update customization Customer environment Microsoft Partner/ISVs Simplified servicing model © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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DEV ALM-Build extension faster and easier
VM LCS hosted cloud VM or Downloadable VHD Pre configured – Quick and Easy Dev and Build tools VSTS and Full MS Build integration Manage build – Simplified tools One combined – Retail Deployable package Integrated with LCS for easy deployment and maintenance Packaging and Deployment Retail SDK Easy and extendable Minimize the dev time
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Extension Architecture
5/29/2018 5:11 AM Extension Architecture Retail server Retail Server Authentication module OData Web APIs Smart redirector Commerce controllers (entities, complex types, & actions) Commerce Runtime (CRT) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Extension Architecture
5/29/2018 5:11 AM Extension Architecture Modern POS View (HTML/CSS/JS) Activities (TypeScript) Controller (TypeScript, win js/jQuery/knockout) View Model Operations POS Core Data Access Proxy (TypeScript / data js) Device Manager Chained Proxy Local CRT Proxy Retail Server Proxy Peripherals Operations Manager Activity Manager Navigation Manager App Context Manager Retail Server (remote IIS) CRT Local Client Broker Hardware Station Hardware Station (remote IIS) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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POS –Client Extension 5/29/2018 5:11 AM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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POS Extension Architecture
5/29/2018 5:11 AM POS Extension Architecture © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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POS Extension patterns
5/29/2018 5:11 AM POS Extension patterns © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Categorizing POS Extensions
POS pages Screen layout Code Extend Custom App Bar Buttons - Adding custom buttons to the App Bar on select pages Custom Column Sets – The ability to replace the grid columns with a custom column set on select pages Custom control – Add new control to the selected pages Extend POS functionality by adding/modifying functionality of existing pages or workflows or triggers POS Workflow Triggers Override Triggers - Add pre and post business logic Override – Override POS workflows
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Demo - POS Extension patterns - Extend
5/29/2018 5:11 AM Demo - POS Extension patterns - Extend © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Categorizing POS Extensions
Create UI Operation Workflow Create Templated dialogs New Operations New Handlers New Views Custom control These extensions supplement POS by introducing new pages or workflows that do not exist “out of the box” Consume POS Runtime POS UI SDK APIs (Feature and Functional) Runtime Controls Styles
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Demo - POS Extension patterns – Create/Consume
5/29/2018 5:11 AM Demo - POS Extension patterns – Create/Consume © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Customer attributes Configuration driven extension HQ: POS
5/29/2018 5:11 AM Customer attributes Configuration driven extension HQ: Attributes for Customer POS Customer/Add edit screen Customer details Customer panel in transaction screen Customer search – Sample extension (Attribute as column and Search by attribute*) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Order attributes (Header & Lines)
5/29/2018 5:11 AM Order attributes (Header & Lines) Configuration driven extension HQ: Call center orders Update channel orders POS Customer orders Cash & Carry © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Demo – Order attributes
5/29/2018 5:11 AM Demo – Order attributes © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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CRT, RS and Channel DB – Extension pattern
5/29/2018 5:11 AM CRT, RS and Channel DB – Extension pattern © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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CRT Extension patterns
Create Service Triggers Request/Response handlers Collection of portable .NET libraries to encapsulate all business logic. Uses request/response pattern for extensibility including pre/post triggers. All workflows, services can be replaced dynamically through the <composition> section of the <commerceRuntime> config file Includes the ‘data access layer’ for channel database and offline databases . New Service Implement Pre and post triggers Implement request/response and handlers Override Request/Response Request Handlers Request or Response Handlers
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5/29/2018 5:11 AM Demo – CRT © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Retail server Extension patterns
Retail business data and operations available to any connected device through OData Web APIs Stateless and able to process requests from many channels Entity based or Simple OData API Create Entity based API Simple OData API Extend CommerceController Extend CoreController
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5/29/2018 5:11 AM Demo – RS © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Channel DB Extension patterns
New Ext schema and Roles introduced for Extension Use CRT DataService for accessing Core Channel DB layer Don’t access ax, crt or dbo schema from ext schema or custom CRT service Create – Ext schema Tables (ext/New) New Views New procedures, functions and types Override CRT data service or use triggers
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Retail proxy Online Local
Retail proxy abstracts the interface between Retail server and Commerce Runtime Retail proxy is generated based on the metadata exposed by the Retail server Handles Local, Remote Local context -> CRT Remote context -> Retail Server All the clients use proxy API to interact with the server Cross – platform – available both in type script and C# Online Proxy by extension Commerce generator.exe CommerceProxyGenerator.exe <Path>\Microsoft.Dynamics.Retail.RetailServerLibrary.dll <FilePathNameForRetailServerExtensionDLL> /outputpath:<your choice> /application:typescriptextensions Local One combined proxy for now. Retail proxy project
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Demo – Channel DB extension
5/29/2018 5:11 AM Demo – Channel DB extension © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Hardware station Extension patterns
Create Device Connect to POS peripherals locally, remotely, standalone or shared Request/Response pattern . New Device New Operations Add Triggers Hardware Station (C#) Web APIs Controllers (One per device) Composition Manager Peripherals Peripheral Interface Lock Manager Security Printer (OPOS) (Windows) Scale Cash Drawer Other… Override Device Override operation
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5/29/2018 5:11 AM Demo – HWS Code © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Packaging and Deployment
Combined one Retail Package Build tools LCS Integration – Asset library
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Demo – Packaging and Deployment
5/29/2018 5:11 AM Demo – Packaging and Deployment © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Engagement model 5/29/2018 5:11 AM
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sources for sharing Retail customizations
5/29/2018 Sources for sharing Retail customizations Customer/ISV name Target date for go-live Priority Customization scenario/Business process POS Screen shot, code files or more details about the new extension point, like need support for new operation, need to add column in show journal screen or new view etc. CRT Service name: Extension points needed: Share the details of which service you are planning to extend and why (feature gap etc.) Extended Channel DB Proc name: View name: Table name: Share the details of DB artifacts you are planning to extend and why (to add new columns etc.) Extended Hardware station Device name: Share the details of what are you planning to extend and why. (to ad support for printing multiple logos etc.) Extend/migrate the customization Optimize Analyze and Design Implement Validate & Release Extension points © 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.
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Contact information Microsoft Dynamics 365-Retail Extensibility:
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Please evaluate this session
Tech Ready 15 5/29/2018 Please evaluate this session From your Please expand notes window at bottom of slide and read. Then Delete this text box. PC or tablet: visit MyIgnite Phone: download and use the Microsoft Ignite mobile app Your input is important! © 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.
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5/29/2018 5:11 AM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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