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

2. Agenda
Introductions
Call Center
Retail
Credit card processing

3. Introductions
Katie Costello
Bruce Azuma

4. 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?

5. Can I use Call Centers without all of these options?
Yes - mix and match
Group users/orders by channel
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

6. 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

7. 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

8. VISION TO REALITY Stores · Catalog · Kiosk · Web · Mobile · Social
Convergence EMEA 2013
6/9/ :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.

9. 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)

10. 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

11. Questions