Yabin Liu and Scott Tucker Dynamics Retail Developer Experience (CRT and POS)
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Transcript of Yabin Liu and Scott Tucker Dynamics Retail Developer Experience (CRT and POS)
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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
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
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
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
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>
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
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
© 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.