Ecommerce solutions with Dynamics for Retail and SharePoint 2013Balaji Balasubramanian – Group Program ManagerMeera Mahabala – Senior Program Manager

SPC094

Session Focus

Components of a Dynamics

Ecommerce Solution

Customizing a Dynamics

Ecommerce Solution

Managing Sales Channel in Dynamics

Ecommerce solution

Components of a Dynamics Ecommerce SolutionSharePoint 2013 ServerDynamics AX for Retail R2Dynamics Commerce Runtime ServicesDynamics Commerce Data Exchange

The Situation Today for Many Organizations

Retail Headquarters

Financials

Warehouse Management

Stores

Consumers

Web

Online ChannelManagement

Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials

Warehouse Management

StoresCatalog

Kiosk

Mobile

Consumers Corporate Accounts

Web

Microsoft Dynamics for E-Commerce

Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials

Warehouse Management

WebStores

Consumers

Omni-Channel Workflows

Business Organizations e.g., Retailer

Online Consumer

Dynamics SharePoint

Product Catalog Published to SharePoint

Customer Interacts with Online Store

Order Returned to Dynamics

Dynamics CRT Services(Pricing, Sales Tax, Shipping)

Order Fulfilled from Dynamics

Microsoft Dynamics & SharePoint - Integrated E-Commerce Solution

Dynamics E-Commerce Solution Components

Commerce Runtime

Shipping

Commerce Runtime (CRT)

Product Catalog Site Collection

Publishing Site Collection

SP Connector

Dynamics AX for Retail

SharePoint 2013 Server

Consumer

CDX - Real time

Service

CDX - Sync

Service

CRT DB

Commerce Run time Services

Search Index

CDX - Sync

Service

Net.TCP

TCP/IP

Comm

erce AJAX Services

Ecommerce web parts

Adaptive experiences with SharePoint 2013

Search-driven Catalog data routed through the search index enabling dynamics pages

Faceted and managed navigationFlexible navigation and ease of adding refiners at different category nodes

RecommendationsUse click-through, views, and other analytics to feedback into ranking and recommendations

Device channelsAbility to deliver different skins for different device channels

Commerce Runtime ServicesPricing, Sales Tax & Shipping ServicesConsistent rule-driven computations across all sales channels

Discounts and Promotion Services Consistent application and computations across all sales channels

Quantity and Store Availability ServicesOmni-channel visibility to stock available for purchase in any channel

Shopping Cart ServicesRobust services and object model for managing an e-commerce “cart”

Centralized Data & Order Management Across all Channels

Commerce Data ExchangeCommerce data outboundSynchronize inventory, pricing & configuration information to the online channel

Commerce data inboundSynchronize transactions and status information to AX

Commerce data real time serviceCustomer lookup, Order history use the real time service

ExtensibleAbility to customize data that needs to be transferred as well as schedule synchronization

Centralized Data & Order Management Across all Channels

Session Focus

Architecture of a Dynamics AX Ecommerce

Solution

Customizing Dynamics

Ecommerce Solution

Managing Sales Channel in Dynamics

Ecommerce solution

Managing an Online Sales Channel in Dynamics Ecommerce solutionCentralized Channel ManagementCatalog ManagementInventory and Pricing ManagementOrder Fulfillment

Centralized channel managementOrganization Model

All channels; physical stores , online stores and online marketplaces can be modeled as part of the organization hierarchy

Financial dimensionAn online channel can be mapped to a financial dimension for management reporting

Navigation hierarchyA navigation hierarchy can drive the browse experience for an online store

Channel propertiesShipping methods, price groups, customers, language, currency, store locations

Catalog ManagementAttributes frameworkAbility to define engaging enrichment experience via user-definable attributes

Centralized category managementCentrally manage category hierarchies for various scenarios

Centralized catalog managementAbility to centrally manage sales catalogs that are targeted for channelsPublishing from Dynamics AX to SharePointAbility to transfer all catalog data to the product catalog site collection

Inventory and Pricing Management

PricingEstablish the sales price of a product for a specific time and customer

DiscountsAbility to specify simple, multi-line discounts, mix & match

Price groupsEstablish relationship between a channel, customer pricing and discounts

Inventory ManagementComprehensive inventory management from purchasing, receiving, allocation, replenishment, item availability and more..

Order FulfillmentCentralized order fulfillmentCentralized order fulfillment from Dynamics independent of order origination with comprehensive picking, shipping and notifications

Cross-channel workflowsOrder online & pickup in store, Order online & return in store, Accrue loyalty points

Integrated payment processingPCI / PA-DSS certified, tokenization for delayed capture, Extensible

DemoManaging and working with “Starter” online store

Session Focus

Architecture of a Dynamics AX Ecommerce

Solution

Customizing a Dynamics for Ecommerce

Solution

Managing an Online Sales Channel with Dynamics AX

Customizing a Dynamics for Ecommerce Solution

Dynamics Ecommerce & SharePoint Entity MappingLeveraging Dynamics Ecommerce Web PartsExtending the Commerce Runtime ServicesCustomer account management

Dynamics Ecommerce & SharePoint Entity MappingSHAREPOINT 2013 Server

(Product Catalog Site)

Term StoreNavigation and categorization structure

of a site

Site ColumnsDefine the attributes of a product

catalog

Content TypesCreate relationships between site

columns

List itemsA flattened representation of products

and variants

Search PropertiesAttribute refinement, indexing and

query rules

This is about the displayable content

SHAREPOINT 2013 Server(Publishing Site)

Page LayoutsControls look & feel, content based on

associated content type

Content Search Web PartsFunctional “apps” that can be

deployed on pages

Display TemplatesControl layout and behavior of results

and layout of each result

Site CollectionsPrimary and micro site “containers”

This is about how its presented

Master PagesDefine the shared framing elements

for all pages

DYNAMICS FOR ECOMMERCE(Commerce entities)

Navigation HierarchyDefines the hierarchy of categories

Product attributesDefine a customizable product

attribute schema

Product catalogA collection of catalog products and

variants

Products & Variants A collection of products and variants

Attribute metadataRefinable, queryable, sortable and

searchable

This is about the business content

Leverage AX Web Parts

My accountOrder historyProduct detailsProduct galleryProduct quick viewAddress edit Associate customerChange passwordCheckout confirmFacebook Logon

Page LayoutsItem Product DetailItem Product Click ViewItem Product GalleryItem Product Quick View

Display templatesAdd To CartCheckoutPromotion CodeSubmit OrderMini shopping cartShopping cartAddressCustomer

Web Parts

Commerce Runtime – Architecture & Extensibility

Commerce Runtime

Customer

Promotion

Tax

Plug-in InterfaceKernel

Presentation(PO

S/Online

Store ..)Service Interface

Shipping

Functional Plug-in / Module

Cust /PartnerExtended PluginReplace Plug-in completely

EFT / Payments

…

CDX(Real Time)

3PExt.

CDX(Sync)

3PExt.

AX for Retail

CDX(Real Time)

3PExt.

CDX(Sync)

3PExt

Extending the Commerce Runtime ServicesAddress

ChargeCurrencyCustomerDimension EmailLoyaltyPayment

PricingProduct availabilitySales orderShippingStore locatorTaxTotaling

DemoCustomizing a Dynamics Ecommerce solution

Customer Account ManagementCustomer registrationAbility for a new customer to register or checkout as a guest

Customer authenticationAbility for the customer to be authenticated using Windows, Forms, Facebook or other custom schemes.

Customer account managementAbility to add addresses, email and view order status

Loyalty customerAbility to associate the customer with a loyalty customer and accrue points on the various schemes

Prebuilt Virtual MachinesFully functional VM’s of AX, CRT, SP and “starter” online store to support demos and sales presentations

Lightweight On Premise DeploymentSimple deployment of online store and CRT to an existing AX and SP instance to support demos and training

Developer KitDeployment by an ISV of all parts and code for customization, further development and repackaging

Pre-Live Deployment Deployment of a customized online store and CRT as a precursor to going into production

Production DeploymentDeployment of online store and CRT for production “go live” use

Packaging & Deployment

DemoDesign Manager & Device Channels

Microsoft Pavilion – Visit Dynamics booth Microsoft Partner networkhttp://www.microsoft.com/en-us/dynamics/default.aspxIT Pro documentation http://technet.microsoft.com/EN-US/library/jj710398.aspxDeveloper documentation http://msdn.microsoft.com/en-us/library/jj710398.aspxQuestions : Email dynamicsretail@microsoft.com

Getting Started

Key TakeawaysRich out of the box Ecommerce solution enabled through Microsoft Dynamics and SharePoint 2013 Server

Ecommerce on Search - “starter” online store leverages core SharePoint 2013 capabilities

Commerce Runtime enables seamless & symmetrical business logic and workflowsRich Extensibility across all solution components including Dynamics AX, Commerce Runtime services and SharePoint

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