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Microsoft Dynamics® 80639 Training

Retail in eCommerce Stores: Installation

and Configuration for Microsoft

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Microsoft Dynamics AX for Retail Omni Channnel Vision ... 1-3 Course Objectives ... 1-5

Module 2: ECOMMERCE ARCHITECTURE

Defining an AX Ecommerce Solution... 2-2 Microsoft Dynamics AX Ecommerce Architecture and Components ... 2-5 Microsoft AX Retail Module ... 2-9 Commerce Data Exchange ... 2-11 CDX Real Time Service ... 2-18 Commerce Runtime ... 2-20 Ecommerce Starter Site ... 2-25 Test Your Knowledge ... 2-34 Lab: Ecommerce Architecture ... 2-36 Test Your Knowledge Solutions ... 2-59

Module 3: INSTALLATION OF ECOMMERCE COMPONENTS

Pre-installation Tasks ... 3-2 Deploy Retail Online Channel and Configure Settings ... 3-5 For Server Farm: Configure Settings in the oob-topology.xml File ... 3-6 Execute PowerShell Scripts to Deploy and Configure Online Store... 3-13 Verifying the Retail Online Store Deployment and Troubleshooting ... 3-16

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Module 4: ONLINE STORE SETUP AND PUBLISHING

Module Overview ... 4-1 Set Up Online Store Integration ... 4-7 Create the Online Store Navigation Structure ... 4-14 Configure Data Distribution and Publish the Online Store ... 4-22 Manage and Publish Online Store Products ... 4-32 Set Up Shipping Charges for the Online Store ... 4-49 Module Review ... 4-52 Test Your Knowledge ... 4-53 Test Your Knowledge Solutions ... 4-55 Lab: Online Store Setup and Publishing ... 4-56

Module 5: MANAGE THE ONLINE STORE IN SHAREPOINT

Module Overview ... 5-1 Search Driven Sites ... 5-2 Cross-Site Publishing ... 5-3 Web Parts and Display Templates ... 5-6 Query Rules ... 5-15 Refiners and Faceted Navigation ... 5-20 Query Suggestion and Query Spelling ... 5-26 Usage Analytics and Recommendations ... 5-30 Test Your Knowledge ... 5-33 Lab: Online Storefront SharePoint Administration ... 5-34 Test Your Knowledge Solutions ... 5-53

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Ecommerce Deployment ... 6-2 Online Store Topology ... 6-8 Module Review ... 6-21 Test Your Knowledge ... 6-21 Test Your Knowledge Solutions ... 6-23

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MODULE 1: INTRODUCTION AND COURSE

OBJECTIVES

Module Overview

Microsoft Dynamics AX 2012 for Retail supports multiple retail channels. Retail channels include online stores, online marketplaces, and brick-and-mortar stores. In Microsoft Dynamics AX 2012 for Retail, the e-commerce transactions are performed through an “online store.”

This module introduces the E-commerce Installation and Configuration

course and the course objectives.

Objectives

The objectives of this module are as follows:

 Describe how the e-commerce solution is an important part of the Microsoft Dynamics AX for Retail Omni-channel vision.

 Explain the course structure and objectives.

INTRODUCTION

Training is an important component of maintaining the value of a Microsoft Dynamics® AX investment. Quality training from industry experts keeps you

up-to-date and helps develop the skills that you must have to fully maximize the value of the solution. Microsoft Dynamics AX provides many kinds of training to meet different requirements, and includes online training, classroom training, or training materials. Select the training type that will best help you stay ahead of the competition.

Online Training

Online training delivers convenient, detailed training in the comfort of your own home or office. Online training provides immediate access to training 24 hours a day, and is perfect for the customer who does not have the time or the budget to travel. Online training options combine the efficiency of online training with the thorough product coverage of classroom training.

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Classroom training provides, comprehensive learning through hands-on interaction. From demonstrations to presentations to classroom activities, you receive practical experience with instruction from a certified staff of experts.

Training Materials

Training materials help you learn at your own pace, in your own time, with information-packed training manuals. The many training manuals feature many tips, tricks, and insights that you can reference continuously.

Microsoft Dynamics AX Courseware

The Microsoft Dynamics AX courseware consists of detailed training manuals that are designed from a training standpoint. These manuals include advanced topics, training objectives, exercises, interactions, and quizzes.

Manuals that are available for purchase are located on CustomerSource or PartnerSource.

Microsoft Dynamics AX Courseware Contents

Microsoft Dynamics AX courseware contains labs and quick interactions. These labs and interactions help you improve the learning experience through practical application.

Lab

Microsoft Dynamics AX training materials include labs. Typically, the labs are offered in two levels to accommodate each student’s knowledge and expertise. We recommend that you try the High level steps first. If you need help to complete the task, review the information in the Detailed steps.

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Detailed Steps

Detailed steps are designed for new users who require detailed instructions and explanations to complete the lab. Detailed steps guide you through the whole task. This includes navigation.

Microsoft Dynamics AX for Retail Omni Channel

Vision

The e-commerce solution is an important part of the Microsoft Dynamics AX for Retail Omni-channel vision.

Lesson Objectives

The objectives are as follows:

 Describe Microsoft Dynamics AX for Retail Omni-channel vision.

 Explain why the e-commerce solution is an important part of this vision.

Microsoft Dynamics AX for Retail Omni Channel Vision

The retail environment offers exceptional opportunities and many challenges. Current economic factors that include an increase in products and shopping formats, and easy access to information lets shoppers experience a comprehensive retail experience. The retail experience is multifaceted and includes many aspects, from the retailer’s website and call center to marketplaces and social networks. The different ways that retailers try to engage customers also shows that customers expect their retail experience to be connected, transparent, and consistent.

Microsoft Dynamics AX for Retail helps deliver an end-to-end solution for midsize and enterprise retailers while offering many features across all retail channels. This includes brick-and-mortar stores and e-commerce. Additionally, Microsoft

Dynamics AX for Retail offers powerful, flexible, role-tailored, Omni-channel scenarios seamlessly through modern, unified technology.

Features in Microsoft Dynamics AX for Retail include the following:

 End-to-end, search-based e-commerce.

 Next-generation point of sale (POS).

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FIGURE 1.1: MICROSOFT DYNAMICS AX OMNI CHANNEL VISION

Microsoft Dynamics AX 2012 for Retail is easy for retailers to use, and supports multiple retail channels. The channels include online stores, online marketplaces, and retail stores (also known as brick-and-mortar stores). Microsoft Dynamics AX 2012 for Retail also supports call centers as a type of channel.

The Omni-channel approach gives retailers insight, the ability to operate with quickness, and meet and exceed customer expectations. Currently, some retailers that use Microsoft Dynamics AX for Retail include Diane von Furstenberg, Eason, Fanatics Inc., Marc Jacobs, Mattress Firm and Optic 2000.

The Microsoft Dynamics AX e-commerce solution is an important part of the Retail Omni-channel vision. The e-commerce solution provides an online storefront that is

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Customers can select to purchase the products from the online store and have the products shipped to locations that they select, or customers can obtain the products at a local retail store.

The online store is created in the Microsoft Dynamics AX client, and is then published to a Microsoft SharePoint site. The properties that are defined for the online store in Microsoft Dynamics AX control the behavior of the online store. For example, the navigation category hierarchy is defined in Microsoft Dynamics AX and assigned to the online store. When the online store is published 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, the components that are used to process the transactions for the store must first be set up. This includes having to add assortments, apply attributes, set up payment methods, and set up shipping methods. You can also define prices, promotions, discounts, trade agreements, and shipping terms that are specific to the online store.

After the online store is published to the SharePoint site, retail product catalogs can be created 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.

This course describes the architecture and the components of the e-commerce solution. The course also describes how to install the online storefront, how to configure and publish the online store, how to manage the products for the store, and how to manage the store SharePoint experience. Additionally, the course discusses deployment considerations for the e-commerce solution.

Course Objectives

The objectives of this course are as follows:

 Describe the architecture of the e-commerce solution and the components.

 Explain Installation and Configuration of an online store.

 Explain how to manage the SharePoint experience for an online store.

 Explain the deployment considerations for an e-commerce solution.

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 Online store SharePoint experience

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Module Review

Student Objectives

Test Your Knowledge

Test your knowledge with the following questions.

1. What do you expect to learn by participating in this course? List three main objectives.

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Module Review and Takeaways

1. What do you expect to learn by participating in this course? 2. List three main objectives.

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MODULE 2: ECOMMERCE ARCHITECTURE

Module Overview

This module focuses on the architecture of Microsoft Dynamics Ecommerce solution and its components.

Objectives

The objectives of this module are as follows:

 Explain the Microsoft Dynamics AX Ecommerce solution.

 Describe the Ecommerce solution architecture and its components.

 Explain Commerce Data Exchange and the services that it contains.

 Examine Commerce Runtime architecture and services.

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Lesson Objectives

 Define the Microsoft Dynamics AX Ecommerce solution.

 Explain its features.

Microsoft Dynamics AX 2012 R3 Ecommerce Solution

Microsoft Dynamics AX 2012 R3 Ecommerce is an end-to-end solution, based on a powerful search technology. It contains a fully integrated web storefront, complete catalog, and real-time order management. The online storefront uses the cross-site publishing features and the search capabilities of Microsoft SharePoint Server 2013. Microsoft Dynamics AX provides the centralized store management capabilities.

A retailer creates an online store in Microsoft Dynamics AX, and then publishes it to a SharePoint site. The properties that are defined 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 then assign the navigation category hierarchy to the online store. When you publish the online store to a SharePoint site, the navigation category hierarchy appears 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 that enable transactions to process for the store. This includes the following tasks:

 Adding assortments.

 Applying attributes.

 Setting up payment methods.

 Setting up shipping methods.

o Define prices, promotions, discounts, trade agreements, and shipping terms

that are specific to the online store.

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Runtime (CRT) that is installed on a SharePoint farm. The CRT serves as the intermediary between Microsoft Dynamics AX and an online store.

The “Dynamics AX 2012 R3 Ecommerce Solution Architecture” diagram shows the integrated Ecommerce solution that is provided by Microsoft Dynamics AX and SharePoint.

FIGURE 2.1: DYNAMICS AX 2012 R3 ECOMMERCE SOLUTION ARCHITECTURE

Microsoft Dynamics AX and SharePoint work in tandem to provide a complete Ecommerce solution, as follows:

1. A retailer builds the product catalog for the online store in Microsoft Dynamics AX.

2. The catalog is published to SharePoint, where the online store is hosted. Publishing the catalog makes the products available in the online store.

3. The online shopper browses the online store, adds the products to the basket, and then uses the checkout process to place an order. The

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Ecommerce Solution Highlights

The highlights of Ecommerce solution include, but are not limited to, the following:

 Online Storefront and Content Management, including the following:

o Fully integrated online storefront, with content management that

uses industry-standard tools.

o Unique search-based technology that builds an online experience

from managed content, authored content, catalogs, and more, to deliver the most accurate, timely, and consistent experience.

o Historical click pattern and device recognition to guarantee that

content is relevant.

o Centralized Ecommerce Management, including the following: o All aspects of storefront management that are managed by

Microsoft Dynamics AX at retail headquarters and fully integrated out of the box. These aspects include the following:

 Hierarchies

 Categories

 Refiners

 Payments  Shopping cart

 Order fulfillment

 Shipping

o Complete catalog management in Microsoft Dynamics AX to

significantly reduce complexity and coding.

o Elimination of middleware, nonstandard integration, and

challenges with order fidelity.

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channels. Customers can buy, pick up, return, or replace on their own terms. Support for social and mobile commerce means that the retailer can offer

promotions, discounts, or coupons that are targeted to devices or social networks, and create new opportunities for customer engagement.

Microsoft Dynamics AX Ecommerce solution has four key pillars, as follows: 1. Centralized data and order management across the following

channels:

 Channel management  Catalog management

 Merchandising

 Order fulfillment

2. Cross-channel and cross-device workflows, as follows:

 Cross-channel fulfillment

 Omni-channel loyalty

 In-store orders

3. Symmetrical omni-channel retail services, as follows:

 Pricing, sales tax, and shipping services  Discounts and promotion services

 Quantity and store availability services

4. Out-of-the-box Ecommerce with storefront developer platform, such as the following:

 Out-of-the-box “starter” storefront

 Retail data exchange and commerce runtime

 Integrated payment processing (available in the United

States)

Microsoft Dynamics AX Ecommerce Architecture and

Components

This lesson details the high-level Ecommerce solution architecture and its components.

Lesson Objectives

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Commerce Data Exchange: Real Time Service

The Commerce Data ExchangeReal-time Service is a Windows Communication Foundation (WCF) service that uses .NET Business Connector to make

communication easier between Microsoft Dynamics AX Retail headquarters and the Microsoft Dynamics AX commerce runtime (CRT). In previous releases, this service was called the Retail Transaction Service. Install this service by using Microsoft Dynamics AX Setup.

Commerce Data Exchange: Async Server

Commerce Data Exchange: Async Server is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels, such as the Retail online store. Async Server is installed at headquarters and communicates with Microsoft Dynamics AX.

Commerce Data Exchange: Async Client

Commerce Data Exchange: Async Client is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels, such as the Retail online store. Async Client is installed at the channel, and communicates with the channel database. You typically install one instance of Async Client for each channel.

Commerce Runtime (CRT)

The Microsoft Dynamics AX Commerce Runtime is a set of .dlls that perform business logic and data processing for an online store. The CRT has four layers (data access, services, workflow, API) and a database.

SharePoint 2013 Search

The Microsoft SharePoint Server 2013 cross-site publishing platform uses Search and search-driven pages to dynamically display content for customers.

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managed navigation.

Retail Online Store Databases

When you deploy the online store, the system creates the following databases in Microsoft SQL Server.

 Channel database(s)

 Identity Provider database

 Custom Claims Provider database

The “Architecture of Ecommerce Solution” diagram shows the detailed architecture of an Ecommerce solution.

FIGURE 2.2: ARCHITECTURE OF ECOMMERCE SOLUTION

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Dynamics AX in the head office. Data replication makes sure that important updates are made across the organization. These important updates include sales order payments, gift card usage, and loyalty program. CRT provides a set of assemblies that connect to the CRT database.

The online storefront is fully search-driven. It provides an online store experience on multiple devices. These devices used to access the Online Store can be computers, tablets, and mobile phones.

The following table briefly describes each component that must be installed for the Online Store deployment. Details of each component are covered in later sections.

Component Function

Microsoft

Dynamics AX 2012 with Retail module

You must install Microsoft Dynamics AX 2012 to receive all Microsoft Dynamics AX features and components. This includes the Retail Headquarters module. Retail is a module for Microsoft Dynamics AX that retailers use to manage a chain of online and retail (brick-and-mortar) stores as one enterprise. It controls daily operations and tracks sales information for every store in the chain.

Retail Channel Database

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

Microsoft

Dynamics AX 2012 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.

Microsoft Dynamics AX Commerce

Microsoft Dynamics AX Commerce Runtime (CRT) delivers multichannel commerce capability that has uniform extensibility. It makes business processing easier between

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Component Function

SharePoint Server 2013

You must install and configure SharePoint Server 2013 before you deploy the Online Store.

Retail online store A starter online store provides a developer platform that you can customize for specific business must reach online customers. 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 store is modeled after a fictitious online clothing store. When you install the Retail online store by using Setup.exe or PowerShell, you specify which starter store to deploy in your environment. You can then customize and rebrand the starter store to meet your needs.

Microsoft AX Retail Module

Use the Microsoft Dynamics AX 2012 Retail module to centrally manage the online channel. This module is deployed in the retailer’s head office. The Microsoft Dynamics AX Retail module includes the following capabilities:

 Centralized channel management

 Catalog management

 Inventory and pricing management

 Order fulfillment

The following table describes the Microsoft Dynamics AX Retail HQ capabilities.

Capability Description

Centralized Channel Management

Organization Model

You can model all channels, physical stores, online stores, and online marketplaces as part of the organization hierarchy. Financial

dimension

You can map an online channel to a financial dimension for management reporting.

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Channel properties

Properties include shipping methods, price groups, customers, language, currency, and store locations.

Catalog Management

Attributes framework

This framework lets you define an engaging enrichment experience by using user-definable attributes.

Centralized category management

Centrally manage category hierarchies for various scenarios.

Centralized catalog management

Centrally manage sales catalogs that are targeted for channels.

Publishing from

Dynamics AX to SharePoint

Transfer all catalog data to the product catalog site collection.

Kits Manage product as a kit with components, substitution, substitution price, kit price. Functionality also covers ability to assemble and disassemble kit configurations.

Inventory and Pricing Management

Pricing Establish the sales price of a product for a specific time and customer. Pricing is by Affiliation, Loyalty, Catalog & Channel. Discounts Specify simple multiline discounts, and mix & match. Discounts

are by Affiliation, Loyalty, Catalog & Channel.

Price groups Establish relationships between a channel, customer pricing, and discounts. Designate multiple price groups for each retail

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Capability Description

Inventory Management

Provides comprehensive inventory management for purchasing, receiving, allocation, replenishment, item availability, and more.

Loyalty Program

Gives customers specific prices and discounts, multiple programs associated to a loyalty card, and the ability to redeem points. You can base earning rules on product/variant/ category, tiers, date and channel, and the ability to have redeemable and non-redeemable points. Restrict rewards for specific products.

Order Fulfillment

Centralized order fulfillment

Centralized order fulfillment from Microsoft Dynamics AX that is independent of order origination with comprehensive picking, shipping, and notifications.

Cross-channel workflows

Lets you order online and pickup in store or order online and return in store, and receive loyalty points.

Integrated payment processing

Extensible process that is PCI/PA-DSS certified, tokenization for delayed capture.

Call Center Sales

Call Center Sales

Management

Lets you do any of the following:

 Upsell/cross-sell

 Order hold

 View configured telesales script

 Continuity programs

 Price adjustment post sales

 Issue/redeem coupons

 Duplicate customer management.

Reference Links:For more information about Microsoft Dynamics AX for Retail capabilities, go to

http://technet.microsoft.com/en-us/library/hh597299.aspx.

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Commerce Data Exchange

Commerce Data Exchange is a system that transfers data between Microsoft Dynamics AX and retail channels, such as online stores or brick-and-mortar stores. The database that stores data for a retail channel is separate from the Microsoft Dynamics AX database. A “channel database” holds only the data that is required for retail transactions. For a brick-and-mortar store, the channel database is also known as a “store database” and is typically located on the premises.

Master data is configured in Microsoft Dynamics AX and is distributed to channels. Transactional data is created in the point of sale (POS) system or the online store, and then is uploaded to Microsoft Dynamics AX. Data distribution is

asynchronous. In other words, collecting and packaging data at the source occurs separately from receiving and applying data at the destination.

For some scenarios, such as price and inventory lookups, you must retrieve data in real time. To support these scenarios, Commerce Data Exchange also includes a service that enables real-time communication between Microsoft Dynamics AX and a channel.

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FIGURE 2.3: COMMERCE DATA EXCHANGE OVERVIEW

The following table contains Commerce Data Exchange components.

Component Description

Commerce Data Exchange: Async Server (Microsoft Dynamics AX 2012 R3 only)

Async Server handles asynchronous data exchange at headquarters. Use Microsoft SQL Server change tracking on tables to determine which data must be packaged and sent to channels. Based on a

distribution schedule, Microsoft Dynamics AX generates data packages and deposits them in a working folder.

For more information, go to http://technet.microsoft.com/EN-US/library/dn741449.aspx. Commerce Data

Exchange: Async Client (AX 2012 R3 only)

Async Client handles asynchronous data exchange for a channel. The client starts the data. At a configurable interval, Async Client polls for data to download. If there is new data, Async Client takes the data from the working folder, and then applies it to the local

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http://technet.microsoft.com/EN-US/library/dn741439.aspx. Commerce Data

Exchange: Real-time Service

Real-time Service provides real-time data exchange between a channel and Microsoft Dynamics AX. For more information, go to

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

Commerce Data Exchange: Synch Service (Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 Feature Pack)

Synch Service handles asynchronous data exchange at headquarters and at the channel. Based on a

distribution schedule, data is packaged and sent to channels.

If you are using Microsoft Dynamics AX 2012 R3, Synch Service is used only in an environment where you must support previous POS versions during an upgrade (N-1).

Commerce Data Exchange: Async Server and Async Client

Async Server

Commerce Data Exchange: Async Server is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels. Async Server is installed at headquarters and communicates with Microsoft Dynamics AX. You can distribute the communication load at the head office by installing multiple instances of Async Server.Async Server runs as a Windows Communication Foundation (WCF) service on IIS.

Microsoft SQL Server change tracking on the Microsoft Dynamics AX database determines the data changes that you must send to channels. Based on a

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Async Server uses a message database to store status information for data

transfers that are in progress or are completed. Async Client contacts the message database to determine whether there are new data packages to pick up.

You can use Async Server to transfer status messages from the message database to the Microsoft Dynamics AX database. Then you can view the messages in Microsoft Dynamics AX.

Each instance of Async Server can refer to only one message database. However, a message database can have multiple instances of Async Server that refer to it. You can have only one message database per partition in Microsoft Dynamics AX.

Async Client

Commerce Data Exchange: Async Client is part of the system for asynchronous data exchange between Microsoft Dynamics AX and retail channels. Async Client is installed at the channel, and communicates with the channel database. You typically install one instance of Async Client for each channel.

Async Client runs as a Windows service. At a configurable interval, Async Client checks with Async Server to see whether new data packages are available. If there is new data, Async Client takes the data from the working folder, and then applies it to the local channel database. Async Client also uploads sales transactions from the channel to Microsoft Dynamics AX.

By default, Async Client uses the WS-ReliableMessaging protocol to transfer data. Reliable messaging guarantees that the data transfers successfully over the network. However, the confirmation actions that are sent between the source and the destination can cause slower data transfers. For better throughput, use streaming instead. However, streaming does not handle network problems. Streaming is ideal for initial high-speed data synchronization or for ongoing synchronization of large amounts of data. If you have a reliable network and high data volume, we recommend that you stream data.

Async Client Message Database

Async Client uses a message database to store status information for data transfers that are in progress or are completed.

The “Multiple Instances of Async Server” diagram shows the relationships between partitions, message databases, and instances of Async Server.

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FIGURE 2.4: MULTIPLE INSTANCES OF ASYNC SERVER

To configure and schedule retail data distribution in AX 2012 R3, follow these steps:

1. Set up connection profiles that enable the components of Retail to communicate with one another.

2. Set up channel data groups. A “channel data group” is a group of one or more retail channel databases. When you run a distribution

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are the mechanism for distributing data to and from locations. Jobs are made up of subjobs that specify the tables and table fields that contain the data to distribute. For more information, see “Configure jobs and subjobs in Retail Scheduler” in this training material. 4. Set up distribution schedules. The distribution schedule is used to run

the data transfer, either manually or by scheduling a batch job in Microsoft Dynamics AX. A distribution schedule can contain one or more channel data groups and one or more scheduler jobs. For more information, see “Schedule and run jobs in Retail Scheduler” in this training material.

Reference Links: < For more information about the typical configuration of Asynch Server, go to http://technet.microsoft.com/EN-US/library/dn741219.aspx.

Connection profiles enable the components of Retail to communicate with one another. Set up connection profiles before you configure data distribution settings for Retail.

You must set up the following connections:

 Real-time Service profile

 Profile for Async Server

 Profile for Synch Service

 Channel profile

 Channel database profile

 AOS profile

 Store database profile

Reference Links: For more information on how to set up connection profiles, go to http://technet.microsoft.com/EN-US/library/jj679913.aspx.Add Reference Links here>

An online store has a Channel Database; similar channel databases are assembled into a data group. For example, for stores that are in the same region or stores that are of the same type, the databases are in one data group; an online store is in another data group. All channel databases in a data group subscribe to the same data. When a distribution schedule is run, a data package generates for each data group.Use data groups to reduce the number of data packages that

generate from Microsoft Dynamics AX. This improves performance.

Reference Links: < For more Information about channel data groups, go to http://technet.microsoft.com/EN-US/library/dn621060.aspx. Add Reference Links here>

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Download jobs – Download jobs send data that has changed from Microsoft Dynamics AX to channel databases. Modifications to records are tracked through SQL Server change tracking.

Upload jobs (P jobs) – Upload jobs pull sales transactions from a channel into the Microsoft Dynamics AX database.

P jobs upload data incrementally. When a P job runs, Async Client checks the replication counter for records that have already been received from a location. The instance of Async Client for the channel sends only those records that have a replication counter that is greater than the largest value found. P jobs do not update data that was previously uploaded. To schedule and run the data transfer between Microsoft Dynamics AX and retail channels, Commerce Data Exchange uses Retail Scheduler jobs and distribution schedules.

Reference Links: For more information about jobs and subjobs in Retail Scheduler, go to http://technet.microsoft.com/EN-US/library/jj680084.aspx. Jobs and subjobs contain the data distribution settings for specific tables and fields in the database. A distribution schedule associates scheduler jobs with the locations where data must be synchronized. After you create distribution schedules, you can run them automatically in a batch, or run them manually. Before you set up a distribution schedule in Microsoft Dynamics AX 2012 R3, you must create scheduler jobs and data groups. You can view information about past runs of a distribution schedule job by examining the view history of a distribution schedule form.

Reference Links: For more Information about Distribution Scheduler, go to http://technet.microsoft.com/EN-US/library/jj710363.aspx.

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perform most key operations in the CRT database, certain scenarios require direct access to the data that is stored in Microsoft Dynamics AX.

Online store calls the CDX Real-Time Service to communicate with Microsoft Dynamics AX. Real-Time Service is a Windows Communications Framework (WCF) service that you deploy on Internet Information Services (IIS) on a

communications server at the retailer’s head office. You can create a new website for Real-Time Service, or you can use an existing site.

Real-Time Service enables multiple scenarios for the online store. This includes the following:

 Issue and redeem gift cards.

 Redeem loyalty points.

 Issue and redeem credit memos.

 Create and update customer records.

 Create, update, and complete sales orders.

 Receive inventory against a purchase order or transfer order.

 Perform inventory counts.

 Retrieve sales transactions across stores and complete return transactions. When you install the Real time Service, you also install the Retail Salt Utility and .NET Business Connector. The Retail Salt Utility provides additional encryption for the passwords and credentials that are associated with the Retail system.

Real-time Service uses .NET Business Connector to communicate with Microsoft Dynamics AX, as shown in the “Real-Time Service” diagram.

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FIGURE 2.5: REAL-TIME SERVICE

Real-Time Service uses Secure Sockets Layer (SSL) to help secure communication between the head office and the store locations. Therefore, when you deploy a Real-Time Service, you must first install a server certificate that is issued by a trusted certification authority. Then you must run a PowerShell script and InstallCommerceDataExchangeRealtimeService.ps1. This is provided when you install the Real-Time Service binaries and configuration files to create the WCF service.

Reference Links: < For more information about the Real-Time Service deployment, go to http://technet.microsoft.com/en-us/library/jj679919.aspx. Add Reference Links here>

Commerce Runtime

This lesson discusses the Commerce Runtime and its components.

Lesson Objectives

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engine for a retail channel and enables delivery of content and retail services in a scalable way.

Commerce Runtime provides a set of assemblies that connect to the CRT database that stores business data for the online store. CRT assemblies also use the CDX Real-Time Service to connect to Microsoft Dynamics AX.

The “CRT architecture” diagram shows the CRT architecture.

FIGURE 2.6: CRT ARCHITECTURE

Commerce Runtime contains the following layers:

Data access layer –A data access layer that runs on the CRT database. In the data access layer, raw data is translated into objects in memory. For example, an object could be a product with attributes such as price and color. The data access layer has functions that you can use to manipulate these objects. Stored procedures pass packets of data from the database to data entities that can be used in services and workflow. You can update the packets of data to include new fields that you add in Microsoft Dynamics AX.

Reference Links: < For more information about the data access layer and data entities customization, go to

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Reference Links: For more information about the CRT Services, go to

http://technet.microsoft.com/EN-US/library/jj916617.aspx.

 Workflow layer –On top of the services layer, there is the workflow layer. A “workflow” is a collection of services and business logic that together define business processes. For example, when a customer adds an item to the cart, you can use workflow to do any of the following:

o Obtain the price. o Perform validation. o Check inventory quantity. o Calculate shipping. o Calculate tax. o Calculate discounts.

You can use workflows that are included in Microsoft Dynamics AX, or you can create new workflows. You can also use a workflow to connect to a third-party system as part of your business processes.

Reference Links: < For more information about how to create workflows, go to http://technet.microsoft.com/EN-US/library/jj916618.aspx.

Application Programming Interface (API): On top of the workflow layer is the API layer. You can use the API for any of the following:

o Information about items o Price calculation

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Reference Links: For more information about APIs, go to

http://technet.microsoft.com/en-us/library/jj992752.aspx. <Add Reference Links here>

CRT Services

Microsoft Dynamics AX retail services are scalable and extensible services that are empowered through a combination of the commerce data exchange and the commerce runtime. Several services exist in the Commerce Runtime that support the functionality of an online store. You can add your own services, or extend the prebuilt services.

Services are enumerated as types in the Commerce Runtime configuration file that is named commerceRuntime.config. You can add types in the Commerce Runtime configuration file to control the services that are loaded in the Commerce

Runtime. Services are loaded in the order in which they are listed in the

configuration file. All default services are loaded automatically. However, if you add a new service above one of the default services, the new service replaces the default service.

Reference Links: For more information about how to integrate a service into the Commerce Runtime, go to

http://technet.microsoft.com/EN-US/library/jj916619.aspx.

The following table describes the CRT prebuilt services.

Service Description

AddressService Verifies addresses and obtains location information, such as cities, counties, or states.

ChargeService Calculates auto-charges, price charges, and shipping charges for a transaction.

CurrencyService Converts currencies based on exchange rates. CustomerService Maintains customer information.

DimensionService Enables customers to find items in your store based on criteria like category or color.

EmailService Sends email to customers based on an email template that is defined in Microsoft Dynamics AX.

LoyaltyService Implements a program that rewards repeat customers. PaymentService Connects your online store to a payment service to provide

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adjusted based on the base price and any applicable discounts. You can customize discounts for each retailer. ProductAvailabilit

yService

Calculates the quantities of available products for sale. RoundingService Rounds the tender amount based on the tender type and

store.

SalesOrderService Creates a sales order based on a customer shopping cart. ShippingService Calculates shipping costs and determine shipping options

for the current order. You can use shipping data from Microsoft Dynamics AX or from a third-party shipping service.

StoreLocatorServi ce

Generates a list of stores based on criteria like nearness and product availability.

TaxService Calculates the sales tax for the current order. You can use sales tax information from Microsoft Dynamics AX or from a third-party sales tax service.

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Ecommerce Starter Site

This lesson provides an overview of the Ecommerce starter site and its components.

Lesson Objectives

The objective is to describe the Ecommerce starter site and its components.

Starter 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 store is modeled after a fictitious online clothing store. When Retail online store is installed by using Setup.exe or PowerShell, you specify which starter store to deploy in the environment. After you deploy the starter store, you can customize and rebrand it to meet the specific needs of the implementation. CONTOSO ONLINE STARTER STORE

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FIGURE 2.8: FABRIKAM STARTER SITE

The Contoso starter store is installed as part of the solution installation process when you deploy the Ecommerce solution on SharePoint.

The online starter store provides customizable controls as described in the following table.

Control type Available in starter store

Page layouts Address edit Associate customer Change password Checkout confirm Facebook logon

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Control type Available in starter store Order review Order confirm Order history Product details Product gallery Product quick view

Display templates Contoso_Default_Item_ProductDetails Contoso_Default_Item_ProductGallery Contoso_Default_Item_ProductQuickView Control_KitRetailListWithPaging Control_ProductVariants Control_RetailListWithCarouselPaging Control_RetailListWithPaging Control_RetailListWithPagingNoCrt Fabrikam_Default_Item_ProductDetails Fabrikam_Default_Item_ProductGallery Fabrikam_Default_Item_ProductQuickView Filter_RetailMultiValue Filter_RetailMultiValue_Body GiftCard_Item_ProductDetails GiftCard_ProductVariants Item_KitComponentDetails_Contoso_Default Item_Recommended Item_SelectComponentSubstitutesQuickView_Contoso_D efault Controls/Web parts Shopping Cart Mini shopping cart Order history

Address – display, edit Customer – display, edit Wish List

Category landing Welcome bar

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FIGURE 2.9: ONLINE STORE ARCHITECTURE

The starter online store consists of two site collections: the product catalog site collection and the publishing portal site collection. These collections are located in the following separate web applications:

 The product catalog web application uses Active Directory DS to authenticate content authors. The product catalog site collection lists product data. All libraries and lists are shared as catalogs.

 The publishing portal web application uses Active Directory DS authentication for designers and forms-based authentication for web users. This web application is configured to enable anonymous access for web users.

This web application is configured to give anonymous access for web users. The product catalog site collection lists product data. This includes the Microsoft Dynamics AX navigational hierarchy that is stored in the SharePoint Term Store. The lists that are created by the online store publishing process are shared.

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in their content.

The search system indexes content from the authoring site and the product catalog site collection. When a user views a page on one of the publishing sites, queries from Search Web Parts on that page are sent to the search index. Results are returned from the search index, and shown in the Search Web Parts on the page.

Note: Because the publishing site collection is outside the firewall, the asset library is located in a separate site collection in the same web application as the publishing site collection. This gives users on the publishing sites read access to those assets. Internal users, such as designers and other content authors, have Contribute permission level to add, update, and delete items in the asset library. The asset library is added to the Suggested Content Browser Locations list for the authoring and product catalog site collections. This enables content authors to use those assets in their content.

The Microsoft Dynamics AX SharePoint Connector is a service that includes a SharePoint publishing job that runs in the OWSTimer.exe service. The job is called RetailPublishingJob, and you can monitor it in SharePoint 2013 Central

Administration. It retrieves updated store and product information from the CRT database, and then pushes it into the product catalog site collection. The information is then crawled by Search.

Online Store Databases

When you deploy the online store, the system creates the following databases in Microsoft SQL Server.

CRT database – The online storeuses this database as a data store before pushing data into SharePoint. By default, the database is named AxRetailSP. Settings for this database are stored in the oob-topology.xml file under Settings/Channel.

Identity Provider database – This database stores user credentials for forms-based authentication. By default, the database is named SPFBA. Settings for this database are stored in the oob-topology.xml file under Settings/IdentityProvider.

Custom Claims Provider database – This database stores the mapping between user identity and Microsoft Dynamics AX customer number when the user creates an account. By default, the database is named SPAuthZ. Settings for this database are stored in the oob-topology.xml file under Settings/CustomClaimsProvider.

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FIGURE 2.10: SHAREPOINT 2013 PAGE MODEL

The SharePoint page model for a starter store contains the following main elements:

 Master pages

 Page layouts

 Search-driven Web Parts, such as the Content Search Web Part

 Display templates that control the search results

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The starter store provides several master pages, page layouts, display templates, and web parts. Each page layout uses a specific master page, and each page has a corresponding page layout. For example, the welcome page for the site,

Welcome.aspx, has a corresponding page layout file that is named

WelcomeLayout.aspx. You can customize the master templates and page layouts and create your own.

Reference Links: For more information about how to customize the online store, go to http://technet.microsoft.com/EN-US/library/dn387566.aspx. <Add Reference Links here>

The starter site master pages include the following:

 Storefront.master

 StorefrontMobile.master

The page layouts in the online store include the following:

 My account

 Order history

 Product details

 Product gallery

 Product quick view

 Address edit

 Associate customer

 Change password

 Checkout confirm

 Facebook® Logon

The prebuilt display templates are as follows:

 Item Product Detail

 Item Product Gallery

 Item Product Quick View

The web parts that are available out-of-the box include the following:

 Add To Cart

 Checkout

 Promotion Code

 Submit Order

 Mini shopping cart

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Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\LAYOUTS\1033\STYLES\Storefront.

The following table lists the cascading style sheets that are used in the online store. Cascading Style Sheet Description AddressEdi t.css

Defines the formatting for the components that appear on the

AddressEdit page. AssociateC

ustomer.cs s

Defines the formatting for the components that appear on the

AssociateCustomer page.

CheckoutC onfirm.css

Defines the formatting for the components that appear on the

CheckoutConfirm page. Control_Pr

oductVaria nt.css

Defines the formatting that applies to the control that is selected for the Item Details display template.

Core.css Defines global formatting that applies to all pages and user interface (UI) components of the starter store.

CustomerE dit.css

Defines the formatting for the components that appear on the

Login page. Item_Prod

uctDetails. css

Defines the formatting for the components that appear on the

ProductDetails page.

Item_Prod uctGallery. css

Defines the formatting for the components that appear on the

ProductGallery page.

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Cascading Style Sheet

Description

 Clearance items

Login.css Defines the formatting for the components that appear on the

Login page. MyAccoun

t.css

Defines the formatting for the components that appear on the

MyAccount page. OrderChec

kout.css

Defines the formatting for the components that appear on the

Checkout page. OrderDeta

ils.css

Defines the formatting for the components that appear on the

OrderDetails page. OrderHisto

ry.css

Defines the formatting for the components that appear on the

OrderHistory page. ProgressBa

r.css

Defines the formatting for the checkout progress bar on the

OrderCheckout page that is displayed for Shipping information, Billing Information, and Review.

Register.cs s

Defines the formatting for the components that appear on the page that enables a user to register a new account.

Reset.css Resets some default HTML formatting that is defined in Core.css on the master page. This makes the pages as

browser-independent as possible. Shopping

Cart.css

Defines the formatting for the components that appear on the

ShoppingCart page.

Tab.css Defines the formatting for the tab control that appears on the

Quickview and ProductDetails pages. Welcome.c

ss

Defines the formatting for the components that appear on the

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 Ecommerce solution architecture and its components.

 Commerce Data Exchange and the services that it includes.

 Commerce Runtime architecture and services.

 Architecture of the Online starter site and its components.

Test Your Knowledge

Test your knowledge with the following questions. 1. What is Commerce Data Exchange?

( ) It is a built-in Microsoft Dynamics AX service that provides exchange rate for multiple currencies.

( ) It is a communication mechanism for Microsoft Dynamics AX Retail. ( ) It is an integration component that connects Microsoft Dynamics AX

with the third-party data providers. ( ) All the above.

( ) None of the above.

2. What layers does the Commerce Runtime contain?

( ) A data access layer, a shipping layer, a payment layer, and an API layer.

( ) A basket layer, a checkout layer; a workflow layer, and an order layer. ( ) A data access layer, a services layer, a workflow layer, and an API layer. ( ) A presentation layer, a services layer and a data access layer

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( ) A site collection that contains a publishing portal site. ( ) Two Site Collections that contains a product catalog site and

publishing portal site. ( ) None of the above.

4. What should be deployed in the Retail Headquarters as part of the commerce data exchange setup to manage communication between the Retail

Headquarters and the online store? ( ) CDX Async Client

( ) CDX Async Server ( ) CDX Synch Service ( ) All the above ( ) None of the above

5. What are the key pillars of the Microsoft Dynamics AX Ecommerce solution? ( ) Centralized data and order management across all channels.

( ) Cross-channel and cross-device workflows. ( ) Symmetrical omni-channel retail services.

( ) OOB e-commerce with storefront developer platform. ( ) All the above

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In this lab, you explore the online store, place an online order, and then synchronize the order from the online store to AX. The Contoso online store provides an opportunity for web shoppers to pick up merchandise that they have ordered online in Contoso brick-and-mortar stores. You use the POS register to pick up this order in Contoso’s Boston brick-and-mortar store. Then you explore the components of the online storefront, such as the Product Catalog site, the products listings, and the Retail publishing job.

Objectives

The objectives of this lab are:

1. Explain the online store structure and navigation, the search-driven experience, the product pages, and the checkout process.

2. Show how to sync the orders from the online store to AX manually. 3. Review the omni-channel experience that is enabled by AX Retail

when the online order is picked up in the brick-and-mortar store. 4. Explore the components of the online storefront solution, such as the

Product Catalog site, the products listings, and the Retail publishing job.

Lab Setup

1. This Lab uses the Microsoft Dynamics AX 2012 R3 Demo VM Available on Partner Source. Link :

https://mbs.microsoft.com/partnersource/northamerica/AX/download

s/service-packs/AX2012DemoToolsMaterials#MicrosoftDynamicsAX2012R3Solu tionDemoPackageV1.0

2. The VM on Partner Source comes together with the following documentation. Please review the documentation to set up the VM before completing the Lab.

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https://mbs.microsoft.com/files/customer/AX/Downloads/Servicepacks/TechnicalG uideAX2012R3SolutionDemoPackageV10.pdf

Known Issues

https://mbs.microsoft.com/files/customer/AX/Downloads/Servicepacks/KnownIssu esforAX2012R3SolutionDemoPackageV10.pdf

Sample data

https://mbs.microsoft.com/files/customer/AX/Downloads/Servicepacks/AX2012R3 SolutionDemoPackageOverview.pdf

How to set up Network Adapter Priority

https://mbs.microsoft.com/files/customer/AX/Downloads/Servicepacks/HowtoSet NetworkAdapterPriorities.pdf

How to Start Crawl for Microsoft SharePoint Server Search

https://mbs.microsoft.com/files/customer/AX/Downloads/Servicepacks/HowtoIniti ateCrawlMicrosoftSharePointSearch.pdf

How to Use Virtual Machine Profile Manager

How to User Virtual Machine Profile Manager

3. Use USRT as the default company for all the Labs.

4. To fix the Synchronize Online Orders Job issue, follow these steps: a. Open SQL Server Management Studio.

b. Connect to the AX2012R3A database engine. c. Run the following query:

USE MicrosoftDynamicsAX

DROPTRIGGER

[AIFDynamicsConnectorDefaultServicesInsTrigAxdSalesOrderCredi tCardAut024a098943b948f7a1a889249902d3b7]

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Exercise 1: Explore Online Store and Place an Order

Exercise Scenario

In this exercise, you browse the online starter store, refine the product listing, add a product to a shopping cart, and then perform the checkout process.

Task 1: Browse the Online Starter Store.

High Level Steps

Browse the online store.

Detailed Steps

1. Open the browser, and then locate the Contoso online store that is located at www.contoso.com.

Figure 1: Online Store Home Page

2. Explore the site home page that is illustrated in the diagram (Online Store Home page). Notice the site navigation by product categories on the top of the page. The site navigation is driven by the category hierarchies that are defined in Microsoft Dynamics AX and published to the online store.

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Figure 2: Online Store Product Details Page

Task 2: Refine the product listing in the Online Starter Store.

High Level Steps

Refine the product listing.

Detailed Steps

1. On the Product Listing Page of the Online Starter store, explore the page. In the “Online Store Product Display - Refiners” graphic, notice the breadcrumb at the top of the page that is driven by the category hierarchy that is defined in AX. Notice the refiners on the right side of the page that let users quickly narrow their list of products. The product attributes that are configured in AX drive these refiners.

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Figure 3: Online Store Product Display- Refiners

2. In the Refiners panel, under Price, click $1000 to display cameras under this price.

3. On the Product listing page that displays cameras under $1000, in the Refiners panel, under Brand, click A. Datum. This filters the product list and displays A.Datum cameras that are under $1000. 4. Click A. Datum SLR Camera X135. The Product details page is

displayed.

5. In the Product details page, notice the rich product details, such as the product description, images, feature lists, and specifications. These details are all managed centrally in AX.

Task 3: In the Online Store, add a product to the shopping cart and

submit the order.

High Level Steps

1. Add a product to a shopping cart. 2. Provide the shipping information. 3. Provide the billing information.

4. Submit an order and receive the order confirmation.

Detailed Steps

1. In Contoso Online Store, open the Product details page for A. Datum SLR Camera X135. See the “___” illustration.

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Figure 4: Online Store Product Details

2. Click Add to cart. The Mini-cart pop-up window appears on the upper-right of the page. See “Mini cart Pop-up Window.” It shows the customer what they have selected, without having to access the Cart

page.

Figure 5: Add to Cart - Mini-Cart Pop up Window

3. On the Mini-cart pop-up window shown above, click Checkout. The Sign In page is displayed. Explore the page. As illustrated in the “Sign In Page” graphic, notice that the customers can log on either with a

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Figure 6 :Sign In page

4. Click Checkout as guest. The Shipping Information page is displayed. See the “Shipping Information Page” figure. Explore the page. Notice that the orders can be shipped to the customer or the customer can select to locate a nearby store for pickup.

5. Select Pick up Items in Store. The Delivery information page opens. See the “Delivery information Page” figure.

Figure 7: Shipping Information Page

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information Page” figure.

Figure 8: Delivery Information page

8. Click Next Step. The Billing information page is displayed. See the “Billing information Page” figure.

9. Enter the following information:

Email address: <your email address> Confirm email address

Name on card: Gregory Weber Card number: 4111111111111111 Card type: Visa

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ZIP/postal code: 02215

Figure 9 :Billing Information page

10. Click Next Step. The Review and confirm page is displayed. See the “Review and confirm Page” figure.

11. Explore this page to view the details of your order, and then click

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Figure 10 : Review and Confirm Page

12. The Order confirmation page is displayed. In the “Order

confirmation Page” graphic, note the order reference number that is displayed on the page.

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Figure 11 : Order Confirmation page

13. Close the browser.

Results

You learned about the store structure and navigation, the search-driven experience, the product pages, and the checkout process.

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In this exercise you synchronize the orders from the online store to Microsoft Dynamics AX. Data typically is scheduled to synchronize between the CRT and Microsoft Dynamics AX periodically by using CDX: ASync Service. For lab

purposes, you can do this manually, on demand. Then you use the POS register to obtain the order details and enable the customer to pick up the order in the store that they selected for delivery.

Task 1: Run a job to bring online sales orders into Microsoft

Dynamics AX and synchronize the sales orders.

High Level Steps

1. Run a job to bring the online orders from the CRT database into Microsoft Dynamics AX.

2. Synchronize online orders in Microsoft Dynamics AX.

Detailed Steps

1. Open the Microsoft Dynamics AX client, and then select Retail 2. Click Periodic>Data distribution> Distribution schedule. The

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Figure 12: Retail Area Page

3. On the Distribution schedule window, select job P-0001, and then on the upper-right of the window, click Run now. See the

“Distribution schedule Window” figure.

Figure 13: Distribution Schedule Window

4. In the Confirmation dialog box, click Yes, and then click Close to close the Distribution schedule window.

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8. In the Synchronize online order jobs dialog box, click OK. 9. Close Microsoft Dynamics AX client.

Task 2: Pick Up an Online Order from the Store

High Level Steps

1. Log on to the POS terminal in the Boston store. 2. Search for the online order.

3. Select the online order items for pickup. 4. Take the payment.

Detailed Steps

1. Make sure that the POS is pointing to the Boston store by locating to the folder at C:\Program Files (x86)\Microsoft Dynamics

AX\60\Retail POS, and then open the Pos.exe.config file in Notepad. See the “Pos.exe config file” figure.

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and then rename it to Pos.exe.config.

Figure 14: Pos.exe config file

3. Open POS at the Boston store by using the Retail POS shortcut from the Start window.

4. Log on as Dan Park, the cashier, by using the following credentials:

 Operator ID

 000110Password 123

5. As the first user who logs into a POS client, you are prompted to open a new shift. Click Open a new shift.

6. Select Tasks, and then select Customer orders.

Figure 15: Retail POS client

7. Click Recall order button. The Recall orders page opens. See the “Recall orders Page” graphic.

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Figure 16: Recall Orders Page

8. On the Recall orders page, you can search for orders by using several fields including the following:

o Order number o Customer o Start date o End date o And so on

9. Set the Start date as current date, and then click

Search. The online order is displayed on the Sales orders page. See the “Sales orders Page” figure. From here, you can view details, pickup, cancel, or return the order.

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Figure 17 :Sales order page

10. Select Pick up order. The order items are displayed in the Item Details screen. The customer can decide to partly pick up orders or to fulfill the whole order.

Figure 18:Item details screen

11. Select Pickup all items

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Figure 19: Payment processing options

13. Log out of the POS (no payment is processed in this exercise).

Results

You learned how to synchronize the orders from the online store to Microsoft Dynamics AX manually.

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Exercise 3: Explore Online Storefront Components

Exercise Scenario

In this exercise, you explore the components of the online storefront solution in SharePoint, such as the Product Catalog site, the products listings, and the Retail-publishing job.

Task 1: Explore the components of the Online Storefront Solution in

SharePoint.

High Level Steps

1. Open the Retail Product Catalog site, and then review the product listings and attributes.

2. Open SharePoint Central Administration, and then review the definition of the Retail-publishing job.

Detailed Steps

To open the Retail Product Catalog site, follow these steps: 1. In the browser address bar, type “http://

ax2012r2a:40001/sites/RetailProductCatalogto open the product catalog site. See the “Retail Product Catalog Site” graphic.

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figure.

Figure 21: Uncategorized list page

3. Double-click any product link. The list of product attributes is displayed. On the main toolbar, click Browse.

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Figure 22: Product Attributes in Uncategorized list

4. Explore the product attributes, scroll to the bottom of the page, and then click Close to return to the list of products. See the

“Uncategorized List Page” figure.

The products and attributes are set up in Microsoft Dynamics AX, and then synchronized to the CRT database by CDX. Then the product information from the CRT is retrieved by the Retail-publishing job that pushes it into the product catalog site.

To review the Retail publishing job definition, follow these steps:

1. From the Start page, open SharePoint 2013 Central Administration.

2. Select Monitoring. The Monitoring page opens. See the “Monitoring Page” figure.

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Figure 23: Monitoring Page

3. In the Timer jobs section, click Review job definitions. The Job Definitions list is displayed in alphabetical order.

4. Locate the RetailPublishingJob. You may have to scroll to the bottom of the first page and use the navigation arrows to move between pages.

5. Click RetailPublishingJob. The Edit Timer Job page opens. See the “Edit Timer Job” figure.

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Figure 24: Edit Timer Job

6. Review the settings, and then click OK to close the browser.

Results

You reviewed the Retail Publishing job definition.

You explored the Product Catalog site and the product listings.

Test Your Knowledge

Test your knowledge with the following questions.

1. What are the steps in pulling in all online store orders in the Microsoft Dynamics AX Retail Headquarters and synchronizing the sales orders? 2. What does the UncategorizedList_000 in the SharePoint Product

Catalog site contain?

Figure

FIGURE 2.1: DYNAMICS AX 2012 R3 ECOMMERCE SOLUTION ARCHITECTURE
FIGURE 2.2: ARCHITECTURE OF ECOMMERCE SOLUTION
FIGURE 2.3: COMMERCE DATA EXCHANGE OVERVIEW  The following table contains Commerce Data Exchange components
FIGURE 2.4: MULTIPLE INSTANCES OF ASYNC SERVER
+7

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