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Yabin Liu and Scott TuckerDynamics Retail

Developer Experience (CRT and POS)

Disclaimer

© 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. Other names and brands may be claimed as the property of others.

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. Microsoft cannot guarantee the accuracy of any information provided after the date of

this presentation. All product release dates and features specified are preliminary based on

current expectations, and are subject to change without notice. Microsoft may make changes to

specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE

OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE

INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR

OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Session focus

Centralized Omni-Channel Management

E-Commerce POS

IT Pro Experience

UX Improvements

Flexible, Scalable & Extensible Infrastructure

Search driven Shopping

Experience

OOB “Starter” Storefront

Hardware

Time Clock Customer OrdersPayment

Processing

Commerce Data Exchange (CDX)

Commerce Run Time (CRT)

Storefront Extensibility POS Extensibility

Merchandising

Payment ProcessingBI/ReportingOrder Management &

Fulfillment

Customer ManagementChannel Management

& Publishing

Catalog Management, Enrichment &

Publishing

Scale/Performance Upgrade & SupportMonitoring & Diagnostics

Rapid StartSetup/Deployment

Administration Experience

Payments Extensibility

Customer Management

CRT Services Omni-Channel

Workflows

Pricing, Shipping & Taxes

Search, Scan

Inventory & Replenishment

EOD & Financials

Pain points and challenges

Ever changing global markets

Unique business requirements

Flexible and sophisticated Commerce

Runtime and POS extensibility

New technology trends

Key investments

Commerce Runtime (CRT) Extensibility

Point of Sale Extensibility

Commerce Runtime (CRT) Extensibility

TermsCRT – Commerce RuntimeCDX Synch Service – Commerce Runtime Data Exchange Synch Service (aka Store connect)CDX Real-time Service – Commerce Runtime Data Exchange Real-time Service (aka Transaction service)

The Vision

Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials

Warehouse Management

Stores

Catalog

Kiosk

Mobile

Consumers Corporate Accounts

Web

The Vision

( FIS / FAST)

eCommerceCRT

Dynamics for Retail

StoreFront

Social

Store Systems / POS

Store Server

Web Service Interface

Retail Server

MPI / Sites

3P MP

Search

Customer Phone

Product Catalog / Omni Channel Enrichment

Merchandizing / Assortments / Pricing Promotions / Targeting

Loyalty Management

BI / Data Mining

CRT CRT

CRT- Architecture

Internet Portal / Store Server / POS

CRT

Customer

Promotion

Tax

Plu

g-in

Inte

rface

Kernel

Pre

sen

tatio

n(P

OS

/Porta

l ...)S

erv

ice

Inte

rface

Shipping

Functional Plug-in / Module

Cust /PartnerExtended PluginReplace Plug-in completely

EFT / Payments

…

CD

X(A

syn

c)

3P

Ext

.

CD

X(S

yn

c)

3P

Ext

.

CD

X(A

syn

c)

3P

Ext

.

CD

X(S

yn

c)

3P

Ext

.

AX

for R

eta

il

Storefront Farm

SharePoint FE

Online Store with CRT

AX Domain

SharePoint DB SharePoint BE

CRT DB

Commerce Data ExchangeSynch Service

Scale out

Commerce Data ExchangeSynch Service

AX DB

Publishing Job

CRT

SharePoint Product Catalog

AX AOS

AX Client

Commerce Data ExchangeReal-time Service

Consumers

Load balancer

Web Server

CRT

Web Server

CRT

CRT ServicesPricingProduct AvailabilityRoundingSales OrderShippingStore LocatorTaxTotaling

AddressChargeCurrencyCustomerDimension EmailLoyaltyPayment

Demo

CRT Services

Point of Sale Extensibility

POS Extensibility OverviewPoint of SaleCustomize business logic and UI in ServicesAdd new business logic and UI in TriggersWrite new business logic and UI and call it from Call external services

CDX Synch ServiceConfigure what data is synchronized between Headquarters and Store

CDX Real-time ServiceWrite custom real time services to view and edit data in Dynamics AXRetailTransactionServiceEx

Point of Sale ArchitectureRetail StoreHeadquarters

Store DB

CDXSynch Service

CDXSynch ServiceAX DB

AX AOS

AX Client

CDXReal-time Service

Point of Sale

POS Core

POS.exeContracts.dllTransaction.dll<more>

Extensibility points

\Services\Triggers\Skins

Offline DB

POS ExtensibilityRetail SDKInstalls both POS and Commerce run-time source files

38 Services which can be modifiedSupport for multiple BlankOperation implementationsNew InteractionDefaults form overriding model

Over 60 specific triggers to hook intoAlso PreProcessOperation & PostProcessOperation generic triggers

MSDN How-To’s & Walkthrough addedSearch for ‘Dynamics AX Retail’ or navigate to http://msdn.microsoft.com/EN-US/library/jj937973.aspx Also includes the Microsoft.Dynamics.Retail.Pos.Contracts namespace reference http://msdn.microsoft.com/en-us/library/jj132934.aspx

Demo

SDK and Resources

Interface ContractsMicrosoft.Dynamics.Retail.Pos.ContractsOur public interface that we support.NET Managed Extensibility Framework (MEF); [Import] and [Export] pairs

BusinessLogicCommon “macro”-like behaviors, LogOn, AddItem, Set/ClearCustomer.

RunOperationMethod to call POS operations

SettingsCommon DB and Store/Terminal settings.

TransactionServicesAccess to the CDX Real-Time Service. InvokeExtension(…)

Interface ContractsServicesSingle implementation only*Large block of functionality, whole scenariosDefault implementation that ships out-of-the-box.

TriggersMultiple subscribers/implementationsCalled Per or Post POS OperationsNo code in default implementations

PartnerDataDynamic data on transaction entitiesRetailTransaction, SaleLineItem, TenderLineItemOnly primitives data types (string, int, decimal, etc..)

Writing… transaction.PartnerData.ISV1MyString = “my_value”;

Reading… string value = transaction.PartnerData.ISV1MyString;

Can be used with Custom FieldsProduct Receipt Grid, Payment Grid, Totals and Receipts

Demo

PartnerData and Custom Fields

New in AX2012 R2UI Configuration & Main layoutNew base themes; Green, Blue, Dark, Light, Pink, GrayMore color control options on button facesUp to 5 image controls, Custom user controls, enhanced stringpad

Interaction ServiceNewly customizable forms can be overridden using a new InteractionDefaults pattern.Place new forms in <POS Install>\Services\InteractionDefaults\Extension

Custom themesUsing DevExpress SkinEditor

Logon extensibilityEnroll, Logon, VerifyAccess

CDX Real-Time ServiceUsed for synchronous calls to AXAdd new methods to RetailTransactionServiceEx then invoke from POSPass in a string and an array of objects, object[]Returns a read only collection of objects, ReadOnlyCollection<object>

Demo

CDX Real-Time Service

Custom User Controls

Custom User ControlsSimple Interface to implementMicrosoft.Dynamics.Retail.Pos.Contracts.UI.IPosCustomControlOnly 2 methods required

TransactionChangedCalled for every change of a transaction

LoadLayoutCalled only at login

Custom User ControlsDefine the custom control in AX

Create a RetailLanguageText entry using the AOTCreate a Custom Field entry (name string must equal class name in Visual Studio)

Add it to your screen layoutCreate the .NET control

Create the VS project ‘Windows Forms Control Library’Add POS references, Implement the IPosCustomControl interfaceCompile

Place the dll in the POS directory

Demo

Custom User Control

Key takeawaysMicrosoft Dynamics AX Commerce Runtime delivers a Omni-channel commerce capability with uniform extensibility across channels to empowers business processes and to fit customer implementation gaps.

Microsoft Dynamics AX Point of Sale delivers flexible application and framework for retailers to meet ever changing business demand

Q & A

© 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.