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Scott TuckerProgram Manager

Customer and Loyalty

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

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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

Managing Customer master data across channels and geographies

Turning customers into repeat customers

Understanding customer buying trends

Key investments

Cross channel customers

Global enabled master data

Time sensitive loyalty programs

Rich transactional data

Customer management

Customers in POS

Ability to create customers in AX from POS with CDX Real-time service

Customers in POSCustomers can be either a Person or Organization

Required fieldsNameCustomer group

Customers in POSCreate and modify shipping addresses

Customers in POSCustomer searchSearch by

Customer ID, Name, AddressE-mail, Phone

Customers in POSCustomer panelState changes when customer is added

Layout and customer fields can be modified within the screen layout designer

Customers in AXRetail action strip

Customers in AXCustomer address bookMulti-select association to customer and channelUsed to control customer and channel association

Customers in online channel

Customers in online channel

Customers in online channel

Customers in online channel

Payment on accountPayment method

POS operationsPay customer accountCustomer account deposit

Customer data replicationA-1010 and N-1010 jobsMoves customer and address information down to stores

N-1115 jobMoves the global address book information to the stores

Demo

Customer management

Customer loyalty

Customer LoyaltyLoyalty schemesAbility to define multiple concurrent schemesInclude Categories, Products, or specific VariantsPoints based on Quantity or AmountPoints are redeemed as paymentAbility set expiration values for pointsLE specific

Customer LoyaltyLoyalty customersMay or may not be tied to an AX customerAbility to hold multiple loyalty cardsLE specific

Customer LoyaltyLoyalty cardsAssigned to a single schemeSupport accrue only “child cards”

Customer LoyaltyPoint accrual and redemptionAccrual in POS and OnlineRedemption only in POSPoints updated immediately via CDX Real-time serviceCalculated based on schemes pushed to POS

Customer LoyaltyPOS screen layoutLoyalty requestPay card

Distribution jobsA-1050 Loyalty systemN-1050 Loyalty system

Demo

Customer loyalty

Key takeawaysCentralized configurationAbility to manage all data and configuration in Microsoft Dynamics AX

Flexible loyalty configurationMultiple loyalty schemes, configurable scheme lines, restricted cards

Global ReadyMaster data is configuration to all locales Dynamics AX ships to

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.