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Module Overview

In document Microsoft Dynamics Training (Page 107-111)

After the online storefront is deployed on the SharePoint farm, you can set up the online store in Microsoft Dynamics AX. Then, you can publish the online store to the online storefront, and manage and publish the online store catalog.

An online store is modeled as a retail channel, and is added as a part of the organization hierarchy. You create an online store in the Microsoft Dynamics AX client. This store represents the online store that is published to a Microsoft SharePoint site. The properties that you define for the online store in Microsoft Dynamics AX control the behavior of the online store. For example, you define the navigation category hierarchy in Microsoft Dynamics AX and assign the navigation category hierarchy to the online store. When you publish the online store to a SharePoint site, the navigation category hierarchy is displayed in the online version of the store. Shoppers use the navigation category hierarchy to browse the online store and to search for products.

To create the online store, you must set up the components so that the store’s transactions can be processed. The components include adding assortments, applying attributes, setting up payment methods, and setting up shipping methods. You can also define prices, promotions, discounts, trade agreements, and shipping terms that are specific to the online store.

After you publish the store to the SharePoint site, you can create retail product catalogs for the online store. The products in the catalog become product listings in the online store. When a shopper purchases products from the online store, the available inventory is updated and synchronized in the Microsoft Dynamics AX client. Also, sales orders are generated for the purchases and sent to the Microsoft Dynamics AX client for order fulfillment and processing.

FIGURE 4.1: ONLINE STORE MODEL

The Retail online store uses the data, components, and the services of Microsoft Dynamics AX Retail components. These components include Retail Headquarters a Retail channel database, and SharePoint 2013. You must install these other

components and applications before you install the online store.

Information about the components and the applications is shown in the following table:

Task Details References

Install Microsoft Dynamics AX

The installation guide includes information about deployment planning, system requirements and specific instructions for installing Microsoft Dynamics AX features

http://technet.microsoft.com/ EN-US/library/dd362138.aspx

Task Details References

Microsoft Dynamics AX Retail.

Install a Retail channel database

Channel databases hold retail data for one or more retail channels, such as online stores or brick-and-mortar stores. The data for a channel can be included in more than one channel database.

http://technet.microsoft.com/ EN-US/library/dn741218.aspx

Install and configure components of Commerce Data Exchange

Commerce Data Exchange is a system that transfers data between Microsoft Dynamics AX and retail channels.

At retail headquarters, you must install Commerce Data Exchange: Async Server and Commerce Data Exchange: Real-time Service.

For an online store, you must install an instance of Commerce Data Exchange: Async Client.

http://technet.microsoft.com/ EN-US/library/dn741219.aspx http://technet.microsoft.com/ EN-US/library/dn741220.aspx http://technet.microsoft.com/ EN-US/library/dn621058.aspx http://technet.microsoft.com/ EN-US/library/jj679919.aspx

Install and configure SharePoint Server 2013

You must install and configure SharePoint Server 2013 before you deploy the Microsoft Dynamics AX Retail online store. http://go.microsoft.com/fwlin k/?LinkId=286388 http://go.microsoft.com/fwlin k/?LinkID=286427&clcid=0x4 09

Install the Retail online store

Microsoft Dynamics AX 2012 for Retail includes two Retail online “starter” stores. The Contoso store is

modeled after a fictitious online electronics retailer. The Fabrikam

http://technet.microsoft.com/ EN-US/library/jj991927.aspx

which starter store to deploy in your environment. You can then customize and rebrand the starter store to meet your needs. To set up an online store, follow these steps. 1. Create the online store.

2. Add the online store to the appropriate organization hierarchies.

3. Add assortments that include the products that are available in the online store.

4. Assign or create price groups for the online store.

5. Set up the modes of delivery available for the online store.

6. Assign the payment methods that are accepted for the online store.

7. If you allow shoppers to order products online and then pick up the products at a local store, assign store locator groups to the online store.

8. Assign attributes for channels, products, and sales orders to the online store. Channel attributes apply to the whole online store, product attributes apply to the products that are offered in the online store, and sales order attributes apply to the sales orders that are generated from the online store.

9. Map attributes to set the properties that determine how the attributes behave in the online channel. For example, you can set attributes to be required or searchable.

10. Publish the online store to generate the store structure on the SharePoint site. Before you publish the online store to SharePoint, you must set up a

distribution location for the online store. This module discusses the following:

 Set up Online Store Integration

The setup steps are listed in the Online Store Setup Checklist that is available in the Microsoft Dynamics AX client: Retail > Setup > Online store setup checklist.

Reference Links: Online store setup procedures are listed in the

Documentation roadmap for a Microsoft Dynamics AX Retail online store in “Setup and configure an online store” http://technet.microsoft.com/EN-

US/library/jj937972.aspx.

Note: Before you start to set up the online store, you must first set up the Retail components in Microsoft Dynamics AX. The components include products, prices, promotions, discounts, and taxes.

Reference Links: For detailed instructions on how to set up Retail components in Microsoft Dynamics AX 2012, refer to

http://technet.microsoft.com/EN-US/library/hh597201.aspx.

Objectives

This module discusses the tasks, procedures, and configuration options for the online store configuration and publishing.

This module includes the following lessons:

 Set Up Online Store Integration

 Create an Online Store Navigation Structure

 Create and Configuring an Online Store

 Configure Data Distribution and Publishing an Online Store

 Manage and Publishing Online Store Products

 Sett Up Shipping Charges for an Online Store

In document Microsoft Dynamics Training (Page 107-111)

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