Microsoft Dynamics Retail Conference 2015Feb 5-6, 2015Microsoft Conference Center

Brick and Mortar store set upHands-on-labSid Joshi – Program Manager

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This training material contains Microsoft Confidential Information and is provided for informational and training purposes only.  It represents Microsoft’s view as of the training date. Microsoft cannot guarantee the accuracy of any information after the training. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This training material is provided “as-is”. Sample code included in this training is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS TRAINING MATERIAL. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS TRAINING. © 2015 Microsoft Corporation. All rights reserved.

Channel Manager Create &

Manage Channels

Create and Manage POS

Profiles and Layouts

Manage Staff/ channel users

Payment Methods Attributes

Language Currency

Functional Profiles Visual Profiles

Hardware Profile Button grids

Store, role, user & device

Receipt Profiles

Delivery Modes

Navigational Hierarchy

Manage Channel Entities

Manage Channel Groups

Lab Overview: Channel Management

Exercises• Exercise 1: HQ Back office Components

Configuration and set up • Exercise 2: Brick and Mortar Store

Configuration and Set up • Exercise 3: Store System set up• Exercise 4: Managing sales cashier • Exercise 5: Role based layout for Modern POS• Exercise 6: Retail Modern POS with Offline

capabilities

Exercise 1: AX Retail HQ Components (25 mins) • Dynamics AX (AOS and

Client)• Commerce Data

Exchange: Async Server

• Real time service for the store

HEADQUARTERS & CALL CENTERS

Microsoft Dynamics AXclient

AOS Real-time Servcie

Asynch ServiceEnterprise Portal Microsoft Dynamics AX database

Connect to Async Server

1

Connect to Realtime service

2

Exercise 2: Brick and Mortar Store Set up (45 mins)• Create a warehouse to represent a store (Skip for Lab)• Verify Seattle Warehouse • Create a New Store• Add new store to the Fabrikam Organization hierarchy• Add address, latitude, longitude information for a newly

provisioned Retail Store• Set up payment method, Cash declaration, Income / Expense

account, Store Locator group and Modes of delivery• Add number sequence for statements and vouchers for new

store• Create registers and devices for the SeattleDT store• Publish the store

Exercise 3: Retail channel components (20 mins)• Install and

Configure channel database

• Configure Async client

• Verify Retail Server (Optional for the lab and is recommended to do as a home work)

Exercise 4: Managing Sales Cashier for Retail Store (20 mins)

• Create POS Permission group for manager and cashier

• Create retail store jobs• Create retail store positions• Create new Cashier(s) and assign to

stores

Exercise 5: Role based layouts (25 mins)• Define a Visual

Profile• Define a new

screen layout• Assign layouts to

workers• Role based layout

in action

Exercise 6: Retail Modern MPOS with Offline (30 mins)• Retail Modern POS architecture• Install Retail Modern POS (On lab /

CU8 Demo VM, Modern POS is already installed on the VM, we will not install for the exercise, skip this task for conference)

• Install Modern POS Offline DB• Deactivate modern POS for Houston

and close app• Configure Retail Modern POS for

offline• Update retail server web config to

point to SeattleDT channeldb• Activate Modern POS for SeattleDT

store

Lab Review• Brick and Mortar Store Set up• Store system set up• Retail Modern POS with offline configured

© 2015 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.