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Microsoft Dynamics Online Commerce and Payment API Adam Wilson Program Manager Microsoft Corporation BB33

Adam Wilson Program Manager Microsoft Corporation BB33

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Page 1: Adam Wilson Program Manager Microsoft Corporation BB33

Microsoft Dynamics Online Commerce and Payment API

Adam WilsonProgram ManagerMicrosoft Corporation

BB33

Page 2: Adam Wilson Program Manager Microsoft Corporation BB33

Demonstrate how to ease integration in e-commerce scenarios

Show flexibility of extending business processes to the cloud

Objectives

Page 3: Adam Wilson Program Manager Microsoft Corporation BB33

Azure™ Services Platform

Page 4: Adam Wilson Program Manager Microsoft Corporation BB33

Access to business data in Microsoft Dynamics ERP systems

Abstraction of services usable from ERP systems and applications

What is Dynamics Online?

Page 5: Adam Wilson Program Manager Microsoft Corporation BB33

Typical E-Commerce Scenario

.com

Products

Orders

Ship

Payments

ERP Merchant Account

Payment Processor

Customer

Listings

OrdersPayments

Page 6: Adam Wilson Program Manager Microsoft Corporation BB33

Dynamics Online Architecture

ListingsCatalogs Orders Payments

API

ERPConnectors

PaymentConnectors

Data Synchronization

Payment UICatalog

Management UI

MarketplaceConnectors

Page 7: Adam Wilson Program Manager Microsoft Corporation BB33

Catalogs And Catalog ItemsMaster Catalog

Teacher Catalog Clearance Catalog

Name=Portable TVPrice=$100Description=A television you can take with you anywhere.

Name=Colored BlocksPrice= Description=Stackable and glossy!

Name=Portable TVPrice=$80Description=A television you can take with you anywhere.

Name=Colored BlocksPrice=

$12$15

$12$15Description=Stackable and glossy!

Description=Develop engineering skills at a young age.

AddItemsToCatalog

Page 8: Adam Wilson Program Manager Microsoft Corporation BB33

Catalog Items And Listings

Catalog Item

Name=Colored BlocksPrice=$12Description=A television you can take with you anywhere.

Name=Portable TVPrice=$80eBay:LongDescription=A television you can take with you anywhere.

eBay:FancyBorder=TrueeBay:FancyBorder=FalseTrue

Listing

Defined by Marketplace Provider1. Usage of Standard Listing Attributes2. Definition of Custom Attributes3. Mapping from Catalog Item entity

PublishCatalogItems

Page 9: Adam Wilson Program Manager Microsoft Corporation BB33

Implementing A Marketplace Provider

.com

Dynamics Online

MarketplaceConnector

Configure Descriptors(Custom Attributes,

Shipping, etc.)

IMarketplaceProvider

Page 10: Adam Wilson Program Manager Microsoft Corporation BB33

Publishing Catalog Items

demo

Page 11: Adam Wilson Program Manager Microsoft Corporation BB33

Typical E-Commerce Scenario

.com

ERP Merchant Account

Payment Processor

Customer

Payments Considerations1. Securely collecting card

numbers2. Using existing ERP

merchant account3. Marking order as paid in

ERP system

Page 12: Adam Wilson Program Manager Microsoft Corporation BB33

Payment Components

Provisioning

Transaction Processing

Management

Provisioning UI

Management UI

Payment API

Shopping Cart UI

Shopping Cart Service

Page 13: Adam Wilson Program Manager Microsoft Corporation BB33

Supports major credit cards Separates authorization and capture CreatePaymentTransaction

Generic operation to perform auth or capture Can be linked to other transactions

Payment API

Page 14: Adam Wilson Program Manager Microsoft Corporation BB33

Authorizing A Payment Transaction

CreatePaymentTransactionRequest authReq = new

CreatePaymentTransactionRequest();

authReq.Transaction.TransactionAmount = 12.34;authReq.Transaction.ExternalReferenceId = 1;authReq.Action = PaymentAction.Authorize;authReq.ActionData.Tender = ReadCreditCardData();

CreatePaymentTransactionResponse authResp = doClient.CreatePaymentTransaction(authReq);

Page 15: Adam Wilson Program Manager Microsoft Corporation BB33

Capturing A Payment Transaction

CreatePaymentTransactionRequest capReq = new

CreatePaymentTransactionRequest();

capReq.AuthorizationTransactionGuid = authResp.TransactionGuid;

CreatePaymentTransactionResponse capResp = doClient.CreatePaymentTransaction(capReq);

Page 16: Adam Wilson Program Manager Microsoft Corporation BB33

Design goals Secure customer payment collection Simple shipping and tax calculation Integration with ERP order processing

API Operations CreateCart Checkout

Checkout complete callback

Shopping Cart Service

Page 17: Adam Wilson Program Manager Microsoft Corporation BB33

Shopping Cart Service

Payment API

Shopping Cart UI

Shopping Cart Service

.com2.

CreateCart

4. Review

5. Pay

Basic Calculation

1. Checkout

3. Redirect

6. Auth

Secure PaymentProcessing

7.Notify

Page 18: Adam Wilson Program Manager Microsoft Corporation BB33

Shopping Cart Service

demo

Page 19: Adam Wilson Program Manager Microsoft Corporation BB33

Order Process

Create

Confirm Ship

Capture Paymen

t

.com

CreateOrder

CreateOrder Captu

re

UpdateOrder

PrepareSh

ip

Pick

Pack

Ship

Invoice

SalesOrder

Page 20: Adam Wilson Program Manager Microsoft Corporation BB33

Demo: Promotion Engine

Read Yesterday’

s Orde

rs

Find the

most popul

ar item sold

Update listing

descriptions on

all marketplaces to promote this

Page 21: Adam Wilson Program Manager Microsoft Corporation BB33

Promotion Engine

demo

Page 22: Adam Wilson Program Manager Microsoft Corporation BB33

Attach your application’s custom data to Entities Catalog Items, Listings, Sales Orders

Defined through a Custom Attribute Descriptor XML type Operation-specific mappings Rendering information Usage (e.g., required/optional)

Customization

Page 23: Adam Wilson Program Manager Microsoft Corporation BB33

Future Services

Dynamics Online ERP Connectors

Dynamics Online

Prov

ider

sCommerce Services

Web Catalog

Shopping Cart

Calculation

Order Management

Prov

ider

s

Financial Services Payments

Treasury

Taxation

Invoicing

Marketing Services Search Engine

Marketing

Email Marketing

Direct Mail

Landing Pages

Dynamics Online CRM Connectors

Prov

ider

s

Page 24: Adam Wilson Program Manager Microsoft Corporation BB33

Summary

Key benefits Easily access ERP data Participate in business processes Implement providers exposed through UI and

API Available to developers in 2009

Page 25: Adam Wilson Program Manager Microsoft Corporation BB33

Evals & Recordings

Please fill

out your

evaluation for

this session at:

This session will be available as a recording at:

www.microsoftpdc.com

Page 26: Adam Wilson Program Manager Microsoft Corporation BB33

Please use the microphones provided

Q&A

Page 27: Adam Wilson Program Manager Microsoft Corporation BB33

© 2008 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.

Page 28: Adam Wilson Program Manager Microsoft Corporation BB33

appendix

Page 29: Adam Wilson Program Manager Microsoft Corporation BB33

Demo 1: Publishing Catalog Items

Demo Summary Used ERP Connector to Dynamics AX to upload product

information to the service Used service UI to publish items to multiple

marketplaces APIs Used

CreateCatalogItem/UpdateCatalogItem Used by ERP Connector to upload product information

ReadDescriptors Used by Catalog Management UI to read Custom Attributes

and other marketplace–hspecific metadata PublishCatalogItems

Used by Catalog Management UI to publish items to marketplaces

Page 30: Adam Wilson Program Manager Microsoft Corporation BB33

Demo 2: Shopping Cart Service

Demo Summary Showed shopping cart integrated into web store to

provide secure collection of credit cards and order creation

APIs Used CreateCart Checkout

Returns a Checkout URL for the cart, which is used to redirect the user to an order confirmation and payment process

Page 31: Adam Wilson Program Manager Microsoft Corporation BB33

Demo 3: Promotion Engine

Demo Summary Read all sales orders for the previous day and

calculated the top-selling item Found all listings on marketplaces for that item and

updated the description APIs Used

ReadSalesOrders Retrieve item-level detail about previous orders and find the

Catalog Item with the highest quantity of sales ReadListings

Retrieve all listings for a Catalog Item UpdateListings

Update the Description attribute of all listings

Page 32: Adam Wilson Program Manager Microsoft Corporation BB33

API Entities

Entity Description

CatalogItem A product from the ERP system containing descriptive, pricing, and inventory information.

Catalog A collection of Catalog Items used in the publishing process.

Listing The representation of a Catalog Item on a marketplace.

SalesOrder An order in the ERP system containing customer, payment, and item information.

PaymentTransaction An authorization or charge performed against a payment instrument.

Cart A provisional order created in the checkout process.

Page 33: Adam Wilson Program Manager Microsoft Corporation BB33

Create<Entity> Creates a new instance of an entity.

Read<Entity> Reads instances of an entity, which can be restricted

based on Read Filters. The attributes read are based on Field Selections.

Update<Entity> Updates an entity instance based on an identifier. The

fields updated are based on Field Selections. Delete<Entity>

API Operations

Page 34: Adam Wilson Program Manager Microsoft Corporation BB33