microsoft-dynamics-365-for-operations-retail-factsheet
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Microsoft Dynamics 365 for Operations provides a cloud-based ERP solution for retailers. It offers capabilities for merchandising, e-commerce, supply chain management, finance, and more. The document discusses key features like seamless omni-channel experiences, flexible global deployments in the cloud, effective merchandise management, and intelligent operations through analytics and workflows. Microsoft Dynamics 365 aims to help retailers deliver amazing customer experiences through technology.
microsoft-dynamics-365-for-operations-retail-factsheet
- 1. | 1 Microsoft Dynamics 365 for Operations Retail Factsheet Microsoft Dynamics 365 for Operations
- 2. | 2 Microsoft Dynamics 365 for OperationsMerchandising Marketing Storeoperations E-commerce Supplychain Finance Lossprevention Other HR 53+48+42+42+27+23+21+11+11Biggest opportunity for big data in retail according to U.S. retail executives 2 53% 48% 42% 42% 27% 23% 21% 11% 11% Sources: 1. Swirl Networks, 2014 2. 1010data, 2014 Big Data in Retail Study, 2014 3. IBM, 2015 Cost of Data Breach Study, 2015 4. Accenture, Customer Desires vs. Retailer Capabilities, 2014 5. Brand Building, October 2015 On- line Shopping Trends, October 2015 6. eMarketer, December 2014 7. Harris Interactive, 2014 Emerging trends in retail By the numbers How beacon marketing campaigns influence shopper behavior across North America 1 73+61+61+60Increased likelihood of purchase Do more holiday shopping at the store Visit the store more often Spend more money 73% 61% 61% 60% E-commerce only makes up 5.9% of global retail sales, but that number is growing.6 94+6+V5.9% Half of customer expect retailers to have options to buy online and pick up in store.4 In October 2015, smartphones accounted for 42% of U.S. retailer traffic and 16% of online revenue.5 Percent of American’s who admitted to showrooming.7 54+46V46% The average cost of a data breach in 2015 is $3.8 million.3
- 3. | 3 Microsoft Dynamics 365 for Operations Contents Empowering retail A look at the data Amazing customer experiences Core product deep dive • Global expansion with flexible deployments • Seamless commerce and omni- channel excellence • Effective merchandise management • Intelligent operations What’s new? Microsoft Dynamics 365 for Operations Why Microsoft? Retail Factsheet Microsoft Dynamics 365 for Operations
- 4. | 4 Microsoft Dynamics 365 for Operations Amazing customer experiences through intelligent operations Delivering customer experiences is top of mind for every retail organization, and the use of technology is a talisman for the delivery of this. Building on the Microsoft vision around a desire for ‘more personal computing,’ retail is at the forefront as organizations respond to the need for customers to shop in any mode, on any device, and at a time convenient to them. Offering a friction- less and rewarding experience to your customers, regardless of their shopping style during the purchase cycle, is a key differentiator to keep them coming back to you. This, in turn, will increase their spend frequency and turn them into advocates of your brand. Offering the right tools to your customers and associates to enable this experience is of paramount importance, whether it’s the in-store experience, arming associ- ates with intelligent tools to deliver ex- emplary service, or providing scalable computing through the cloud to enable high, but elastic, volumes of computing as customers use their own devices to transact. Customers move from social networks, to online stores, to in-store experiences, and as they do this, they expect a seamless, integrated, and con- sistent engagement with you.
- 5. | 5 Microsoft Dynamics 365 for Operations Create amazing customer experiences through intelligent operations Global expansion with flexible deployments Do you want to accelerate innovation and future growth through a dynamic and agile solution that adapts to busi- ness needs? Choose one that offers limitless cloud scalability and delivers compliance and data security whilst at the same time provides seamless expe- riences for customers by empowering your employees to be truly produc- tive. Microsoft helps you to manage the complexities of multiple languag- es, multiple sites, multiple companies, and complex international taxation and regulatory requirements as your busi- ness grows and enters new markets. All of this is delivered through a single, comprehensive cloud commerce plat- form that offers virtually limitless cloud scale, industry leading security, and enables real-time connected solutions across any device and any location, all with the predictability and repeatability needed to drive rapid speed-to-value. With the new Dynamics 365 for Op- erations, you will reduce deployment efforts and streamline the complexity for Retail HQ components. Native de- ployment to the Microsoft Cloud and efficient self-service installation of in- store components make configurations easier and more intuitive. Seamless commerce & omni-channel excellence Modern Retail is now digital. Custom- ers and retail employees demand intu- itive, engaging, informative solutions that make the shopping experience fun, rewarding and ultimately lead to a sustainable competitive advantage for you. Customers want to shop on their terms – for what they want, where, when, and on the device of their choice as they move across multiple channels during their engagement with your brand. Arm your employees with mod- ern, connected, mobile-enabled solu- tions that give them a 360-degree view of the customer, which allows them op- erate with unprecedented levels of pro- ductivity and offer world-class custom- er service within and beyond the store. Microsoft offers role optimized produc- tivity tools, as well as social solutions that engage and empower your people and delight your customers with the right information at the right time, re- gardless of channel. Our latest release also offers the ability to host scalable e-commerce services in the cloud and leverage third-party online stores. Effective merchandise management Be ready for what’s next. New channels, new geos, and new products and ser- vices are appearing constantly. Retailers need to continually anticipate trends in the retail marketplace, adapting quick- ly to maintain market leadership. Mi- crosoft helps you to execute with the insights you need by providing pow- erful merchandising capabilities, which include the global and local manage- ment of products, custom attributes, unlimited categories for enhanced cat- egory, and assortment management. Additionally, workspaces are a unique area dedicated to improving worker efficiency and productivity by allowing them to centrally manage the majority of tasks and actions related to channel deployment and operations. Intelligent Operations Powerful analytics coupled with intui- tive recommendations save retail em- ployees time, enable them to better serve customers, and help them make more informed decisions that drive growth through deep data insights. Workflows that are tailored to your em- ployees needs and cross through front office operations and key back office operations, like inventory manage- ment and vendor relations, mean effi- ciencies in processes, which ultimate- ly delivers more revenue and higher margins to your business. Microsoft Dynamics 365 for Operations brings workspaces that improve the efficiency and productivity of workers by letting them centrally manage most of their tasks and actions that are related to channel deployment, operations, and retail IT operations. Also, streamlined configurations and UI for retail-spe- cific implementations enable greater out of the box channel support, spe- cifically around configuration options for retail-specific implementations.
- 6. | 6 Microsoft Dynamics 365 for Operations Global expansion with flexible deployments Having access to the same line-of- business applications employees rely upon in the office while they’re away is critical for many of today’s companies. Mobile access to these applications was once a competitive advantage, but today, it’s a business essential. If you have field sales reps, mobile professionals, mobile service technicians, or support staff, then connected mobile solutions based on Microsoft Dynamics 365 for Op- erations and the Windows Mobile platform create greater efficiencies, which help you open new business opportunities, drive increased pro- ductivity, and reduce costs. Mobile solutions for Microsoft Dynamics 365 for Operations provide a familiar, flexible, and financially compelling mobile solutions platform. Mobile solutions With the new Microsoft Dynamics 365 for Operations, you can deploy a complete solution to run your en- tire retail operation or deploy specific business functions with the option to expand into others later. Unlike the best-of-breed approach where multiple solutions must be integrat- ed with middleware that causes an added layer of complexity, Dynam- ics 365 for Operations offers a more accurate, timely, and consistent user experience with a single data model, business rules, and architecture. Start with the components most critical to your business and proceed at a pace that’s right for you. Microsoft Dynam- ics 365 for Operations is deployed in the cloud on Microsoft Azure via In- frastructure as a Service (IaaS). This brings the flexibility of cloud deploy- ment, along with all the benefits and security features that come with Mic- rosoft Azure’s world-class service. The cloud deployment services pro- vide several benefits, such as reduced deployment efforts and complexi- ty for Retail HQ components, native deployment to the Microsoft Azure public cloud, and self-service installa- tion of in-store components to make configuration easier and intuitive. Also, we provide several topologies that can be deployed to the Micro- soft Cloud: • Retail 1-box trial topology • Retail multi-box high availability topology • Developer topology with the Retail SDK Deployment flexibility A low touch component installation provides self-service tools that install Retail Modern POS, Hardware Sta- tions, and support for the upload and distribution of customized packages. Microsoft Dynamics 365 for Opera- tions is delivered through a global network of partners with deep verti- cal experience. These business part- ners can provide you with assistance tailored to your specific needs—in- cluding solution selection, planning and design, customization and con- figuration, implementation, training, and ongoing support. This means you can get world-class business solutions from professionals who un- derstand how your business works. To find a local Microsoft Dynamics 365 for Operations partner and solu- tions for your business, visit https:// pinpoint.microsoft.com. Partners
- 7. | 7 Microsoft Dynamics 365 for Operations Global expansion with flexible deployments Microsoft Services is the consulting and enterprise support division of Microsoft. Microsoft consultants help businesses around the world max- imize return on their investment in Microsoft products and technologies. This means helping with deploying and optimizing IT, as well as help- ing businesses move forward with IT initiatives that deliver the most business value. Microsoft Dynam- ics 365 for Operations solutions for Retail is a specific area of focus for Microsoft Services, which can offer a number of options to organizations interested in Microsoft project man- agement, Microsoft solution deploy- ment, or supplemental support of a Microsoft Dynamics 365 for Opera- tions partner. For more information: http://www.microsoft.com/services. Services Microsoft Dynamics 365 for Opera- tions and other Microsoft products and technologies are built to deliver pervasive interoperability. This gives users a consistent familiar experience that seamlessly integrates with Mic- rosoft Office and allows for improved collaboration across the extended supply chain. Interoperability The latest release of Dynamics 365 for Operations offers even greater inte- gration with Microsoft Office. This in- cludes an Excel Data Connector app, Workbook Designer page, Export API, and Document management, all of which enable the creation of pro- ductivity solutions for your end users, allowing them to maximize their time. The flexibility of Microsoft Dynamics 365 for Operations client will give developers the ability to embed busi- ness intelligence (BI) reports and data visualizations directly into Microsoft Dynamics 365 for Operations, provid- ing highly intuitive and fluid visuals. Microsoft Office integration One Microsoft Build. Deploy. Operate. Microsoft Dynamics 365 for Operations
- 8. | 8 Microsoft Dynamics 365 for Operations Seamless commerce and omni-channel excellence Superior store systems consolidate your customers’ purchase informa- tion, such as sales history, transaction details, and wish lists. Providing the right information at the right time on any device enables your sales asso- ciates to better assist customers and make recommendations based on purchase patterns and preferences. Microsoft Dynamics 365 for Opera- tions includes our MPOS solution with features like payment integration and offline capabilities. The latest release also includes cloud-based POS func- tionality similar to MPOS and can be used across platforms and browsers to help reduce deployment cost. • Transaction, gift, and loyalty processing • Cash and drawer management • Customer data capture, purchase history, and wish lists • Recommendations • Inventory receipt, reporting, and stock counts • Clientelling • Mobile and tablet-optimized • Device activation by using Azure Active Directory (AAD) • Responsive layout design • Cloud POS support for Internet Explorer and Edge browsers Modern point of sale (MPOS) Take your e-commerce strategy to the next level with an e-commerce platform that offers support for third-party storefronts, including fea- tures such as a rich consumer API, authentication integration to any third-party open ID provider, pay- ment integration, and search-based technology that offers accurate, time- ly, and consistent performance. • Web content management and site development • Destination-based taxation • Reserve and collect • Dynamic refiners and recommendations • Real-time inventory updates and catalogue management • Shopping cart and payments • Rich consumer API to connect with third party providers • Authentication integration to any third-party open ID providers • Payment integration E-commerce Create orders and quotes without leaving the customer’s side using POS order management. Accept, fulfill, and track standard and special orders with a 360-degree business view. Manage and apply required tax schemas, inventory reservations, and perform price and inventory checks. Orders can be retrieved at any store, including online and call center. Pay- ment Services support credit card to- kenization and are integrated with a unified payment interface to support payment processing for POS, A/R, online channel, and cross-channel payment settlement. Order management and payment processing
- 9. | 9 Microsoft Dynamics 365 for Operations Seamless commerce and omni-channel excellence In today’s social and mobile world, you need to move faster and share knowledge more broadly than ever before, connecting with your cus- tomers on their terms, which means including social channels in your om- ni-channel strategy. • Social insights can facilitate more impactful customer experiences, ensuring that messages resonate while highlighting trends that impact your brand • Implement promotions, discounts, coupons, and more via social sites • Monitor, publish content, knowledge management, and brand awareness Social integration Call center functionality is available to take orders from customers direct- ly over the phone, target customers via mail catalogs, and assist sales. All of this is accessible through a respon- sive UI based on HTML5 that can be accessible via any browser. Call center
- 10. | 10 Microsoft Dynamics 365 for Operations Effective merchandise management Create product catalogs and catego- rization schemes that can be targeted to or shared between channels. Ad- ditionally, enrich products with de- scriptions, specifications, product re- lationships, images, videos, rich text contents, and other data all within a centrally managed and easy to use interface. The latest release includes capabilities to better define and man- age mail-order catalogs, including the products associated with the cat- alog, specific catalog pricing, catalog related call scripts, and ability to link a catalog to one or more targeted mailing lists. Gain insight into promo- tional response rates by creating spe- cific key codes or source codes tied to the catalog, which can be linked to the sale in order entry. The solution also provides continuity or product club support (i.e., book of the month) in which multiple schemes and rules can be defined. The Catalog Man- agement Workspace provides easy access to catalog dashboards and metrics, including a summary of ac- tive catalogs and catalog lifecycle tracking, all within a single location. Catalog management Configure and manage various loyal- ty programs, including tiers, tier rules, dates and discounts, points accrual, and redemption, across any channel. In addition, manage gift cards seam- lessly, across channels. Loyalty capabilities Use category management to central- ly manage your assortment, including creation, scheduling, tracking, as well as n-level deep item hierarchies. Flex- ible and configurable promotions en- ables you to optimize for profitability supporting options, such as coupons (with rules), mix-and-match, and buy- one-get-one scenarios. Merchandising
- 11. | 11 Microsoft Dynamics 365 for Operations Intelligent operations Microsoft Dynamics 365 for Opera- tions offers three workspaces to let your employees centrally manage their tasks: The Category and Product Management Workspace enables: • Assortment management • Assortment lifecycle tracking The Prices and Discounts Workspace enables: • Price and discount management • Category price rule management • Price and discount priorities The Catalog Management Workspace enables: • Summary of active catalogs • Catalog lifecycle tracking in a single location Workspaces Centralized POS terminal manage- ment includes visual and functional profiles, user interface layouts, and employee permissions. Consistent store/ERP data model and business rules facilitate accurate, timely data. Data replication helps ensure criti- cal updates across the organization including inventory and financial updates, sales order payments, gift card usage, and updates to loyalty programs. Maintain staff information at store, regional, and global levels. Additionally, Microsoft Dynamics 365 for Operations enriches specific re- tail scenarios, including pricing and promotions, assortment and catalog, BI and reporting, loyalty, gift cards and seasonality, and markdowns en- hancements and Kits. Centralized store management Support retail industry standards, including object linking and embed- ding (OLE) point of sale (OPOS) to maximize POS hardware and periph- eral choice. Manage payment card industry (PCI) data security standards compliance and ongoing support. Manage multiple or dual shift/cash drawers—enabling two cashiers to use a POS register off and on while maintaining their own cash drawer, as well as dual printer signature capture and dual scanner. Additionally, device activation can be made using Microsoft Azure Active Directory (AAD), increasing security and cloud-based activation, enhanc- ing security for token management, improving reliability and trouble- shooting, as well as error messaging during the activation process, which helps to simplify the process for IT administrative tasks related to the activation of the device. The securi- ty available helps to stop unautho- rized remote use of MPOS and helps to track MPOS devices for PCI com- pliance purposes. It maps physical devices with a business entity, and it reports device information from headquarters. Hardware and payment compliance
- 12. | 12 Microsoft Dynamics 365 for Operations Intelligent operations Optimize your store operations, track inventory in real time, maintain ac- counts receivable, keep customers coming back with customer loyalty, save time by maintaining labor re- cords, track layaways, back orders, sales orders, quotes, and much more. The workspace enhances efficiency and productivity allowing store asso- ciates to centrally manage their tasks and actions. Additionally, the Channel Operations Workspace enables a range of func- tions, including statement posting, tracking shift status for a store, and managing point of sale (POS) permis- sions for a given store and quickly ac- cess all related pages. MPOS and Cloud POS will allow store managers to manage some store op- erations, including: Store operations • Statements and cash reconciliation • POS profile & UI management • Loyalty execution and program management • Pricing, promotions, and offer management • Store configuration and assortment management • Creating post statement track shift status for a given store • Manage worker point of sale (POS) permissions • Quickly access all related pages Take the data you are capturing across all of your channels, combine it with data from other data sources, and display it in meaningful visualiza- tions and reports to drive your busi- ness forward and turn insight into action. Simply put, get to know your customer better and see more clear- ly how your company is performing. You’ll have a wealth of insight pre- sented through familiar self-service capabilities, dashboards, and reports. Our role-tailored, personalized dash- boards are designed specifically for individual jobs, so people get the in- formation most relevant to them. We put the data that they need at their fingertips—literally—providing them with the right information, at the right time, helping them to convert insights into impact. Business intelligence A real time view of your organization and products gives visibility to peo- ple and processes in order to handle costs and provide more efficient cus- tomer service across these functions: • Replenishment • Order management • Warehouse and transportation logistics Supply chain & logistics
- 13. | 13 Microsoft Dynamics 365 for Operations Retail The Category and product management workspace enables: • Assortment management • Assortment lifecycle • Tracking Category and Product Management Workspace Azure-hosted Retail HQ offers centralized management and complete visibility of all aspects of commerce operations through a web client. Workspaces could help to improve the efficiency and productivity of workers to perform merchandising operations by letting them centrally manage their tasks and actions that are related to the merchandising role. Also, the price and discount priorities feature gives cus- tomers more control over how prices and discounts are used. The feature also enables new scenarios where higher store prices win over standard prices. Last but not least, it will allow to centrally manage most of their tasks and actions that are related to channel deployment, operations and retail IT operations. Workspaces What’s new? Microsoft Dynamics 365 for Operations
- 14. | 14 Microsoft Dynamics 365 for Operations Retail The Prices and Discounts Workspace enables: • Price and discount management for a given channel and category • Category price rule management • Price and discount priorities, which let you assign priorities to price groups and discounts to control the order in which they are applied Prices and Discounts Workspace The Catalog Management Workspace enables: • Summary of active catalogs • Catalog lifecycle tracking in a single location Catalog Management Workspace The Channel Deployment Workspace enables: • Track channel configuration progress • Take the required steps to complete a task, or provide information to complete the task • Directly download the Retail Modern POS (MPOS) program installation in store • Access all related page Channel Deployment Workspace The Channel Operations Workspace enables: • Create post statements for a given channel • Track shift status for a given store • Manage worker point of sale (POS) permissions for a given store • Quickly access all related pages Channel Operations Workspace The EPOS client is replaced with MPOS and the eCommerce channel has also been added to Retail Essentials by default enabling greater out-of-box channel support and providing a streamlined configuration option for retail-specific implementations and allowing stream- lined configurations and a streamlined UI for retail-specific implementations through Mic- rosoft Dynamics Retail Essentials. EPOS client is replaced with MPOS Retail data entities have been expanded to support all master and reference data that is related to retail. There is also enhanced support for data entities across the entire Microsoft Dynamics 365 for Operations solution. This enhancement will let Data entities customers have metadata driven import and export of data and OData entities also let customers integrate Microsoft Dynamics 365 for Operations with third-party programs. Enhanced support for data entities
- 15. | 15 Microsoft Dynamics 365 for Operations More than 30 back-office reports and 10 channel-side reports are available in this new version letting customers to access to BI reports to better predict trends, uncover insights and operation at the best possible performance. BI reports Retail Retailers can choose whether POS operations can be available to consumers for self-service scenarios. The new Dynamics 365 for Operations provides the ability to configure this new scenario. Retail Server uses permissions for application programming interface (API) calls. Consumer-level permission POS The configuration manager and validator feature provides the ability to bootstrap the con- figuration, validate the status and completeness of the configuration for the various con- figuration element, Manage and validate entity configurations. This feature enables Bulk configuration data upload and business entity validation. Configuration manager and validator The E-commerce API is now available through Retail Server to support online scenarios and also provides hosted and scalable e-commerce services that can be used with third-party online stores. E-commerce API Retail hardware station An added hardware profile supports more diverse hardware from one station to the next. A new hardware station profile supports a unique terminal ID for each hardware station when electronic funds transfer (EFT) transactions are processed. EFT support has been merged into hardware station to reduce the involvement of MPOS in EFT payment processing enabling POS devices to connect to peripherals such as printers, cash drawers, or payment devices. It provides greater flexibility for implementations and also provides enhanced security and reduced exposure to credit card data. New hardware profile Connect to a Commerce Runtime (CRT) database that stores business data for the channel by using CRT services. This new support will help the customer stay current with OData standards and also could help to create a robust omni-channel experience by integrating sales across in-store, mobile, and online channels. OData V4 support Retail server and data management
- 16. | 16 Microsoft Dynamics 365 for Operations Even when the functional parity is similar to Microsoft Dynamics 365 for Operations 2012 CU8, Commerce Data Exchange has been re-engineered for the cloud and still responsible for managing the data transfer between Microsoft Dynamics 365 for Operations and retails channels such as online stores or brick-and-mortar stores but allowing the Async service to use direct access to the channel database, enabling Commerce Data Exchange to become a real-time service that is hosted as a Microsoft Dynamics 365 for Operations custom service and letting MPOS manage synchronization between offline databases and Retail Server. Cloud re-engineered Commerce Data Exchange Retail server and data management Dynamics 365 for Operations supports all existing Microsoft Dynamics 365 for Operations for Retail credit/debit card features plus some new enhancements letting customer process credit/debit card transactions for payments, support plug and play, and semi-integrated cross-channel payment processing by using the payment SDK. Credit/debit card features enhancements In this new version of Dynamics 365 for Operations, the device activation can be made using Microsoft Azure Active Directory increasing security and cloud-based activation, En- hanced security for token management, Improved reliability, troubleshooting and error messaging during the activation process. It also offers a simplified process to IT administra- tive tasks related to the activation of the device. In terms of security, these enhancements can help to stop unauthorized remote use of mPOS and help to track mPOS devices for PCI compliance purposes, it maps physical devices with a business entity and it reports device information from headquarters. Device activation Manage rich media content for authoring and serving through Media Gallery. I help to address pain points around externally hosted images managing them from a single place. It provides powerful content management through Media Gallery for uploaded and exter- nally hosted images, and filtering to find images; lets you easily create bulk associations between externally hosted images and entities such as products and catalogs and also supports Retail-hosted storage for images, and Excel integration for easy updates. Some detailed support can be found in the list below: • Image upload, view, manage, and delete from Media Gallery for both externally hosted and Retail-hosted images. • Image upload and view from entity pages (Products, Catalogs, and so on) by linking an image from the gallery and uploading an image from the desktop. • Optimize the images for thumbnail, custom size, and original. • Bulk link entities by using a template and background jobs for bulk association. • Excel integration overwrites the attribute group limitation of naming conventions and predefined paths. • Supports for Offline images and secure images for personally identifiable • Information (PII) content, such as Retail-hosted employee and customer images Rich media content support
- 17. | 17 Microsoft Dynamics 365 for Operations Retail offers immersive mobile experiences anywhere, any time, and on any device. In this new version we are providing a new enhanced shopping and store experiences across all channels. Rich clientele experience Even when we are providing functional parity with AX 2012 MPOS, we have made some enhancement to add some new features for sales staff to process sales transactions, cus- tomer orders, and perform daily operations and inventory management, by using mobile devices anywhere in the store. With the new Dynamics 365 for Operations version, we are including the following features: • Customer lookup across stores/channels • The ability to create customer orders without accessing Real-time Service • Improved device activation workflows, status, and error messages • Extensibility improvements, such as pre/post triggers and activity support to improve customization. Modern POS Thanks to the unique architecture provided in this version of Dynamics 365 for Operations, we are introducing a browser based POS with functional parity similar to mPOS and device activation support using AAD. Thanks to the responsive layout design, it can be used in mobile devices and support cross-platform browsers. This new cloud-based POS could help to enable retails to easily activate remote POS stations as needed lowering and reduc- ing deployment costs. Cloud POS In this release customers now have the flexibility to use the content management system of their choice. A robust e-commerce platform is provided to support third-party storefronts letting customers integrate with content management systems to create an omni-channel E-commerce website thanks to the following features added to this e-Commerce platform: • A rich consumer API • Authentication integration to any third-party open ID providers • Payment integration Flexible e-commerce platform Even when the feature parity with the AX 2012 Call Center solution is available (with the exception of price overrides), users can deploy a call center to let workers take orders from customers directly over the phone and create orders, target customers via mail catalogs and streamline operations through fast order entry, assisted sales and fulfillment by using this call center module. All this thanks to a responsive and redesigned UI based on HTML5 that can be accessible via any browser. Call Center
- 18. | 18 Microsoft Dynamics 365 for Operations This functionality will let retailers use the advanced warehouse management (WHS) solu- tion in their stores. Stores can be modeled as advanced warehouses so it’s possible to take advantage of all the capabilities of advanced warehouse functionality, including hand held solutions. In addition, all current retail store inventory processes and any POS process that creates or updates inventory transactions has been updated to work with the specific re- quirements for WHS enabled warehouses. • POS inventory lookup in WHS enabled store shows the available quantities across other stores and warehouses. • Process a product receipt for a purchase order in POS for a WHS enabled store and items, which makes it easy to select locations and receive into and enter the license plate to auto populate receiving lines. • Process a product receipt for a transfer order in POS for a WHS enabled store and items, which makes it easy to select locations and receive into and enter the license plate to auto populate receiving lines. • Process a shipment of products from WHS enabled store and items, which allows you to select locations to ship from, as well as ignore license plate and inventory status. Advanced warehousing in Retail store* Support for Microsoft Power BI Direct Query to pull data from Entity store, which has all materialized views for aggregate entities and regular data entities. In addition, several new reports on the channels, surfaced through Modern and Cloud POS. In addition, retailers now can up-sell and cross-sell with product recommendation powered by Cortana Intelligence Suite (machine learning). This will be available for general prod- uct recommendations based on affinity of products in a shopping cart, and personalized recommendations for a given customer based on their past purchases and items on their wish lists. Analytics and intelligence* Rich clientele experience We are continuing to invest and add several capabilities that will enable better integration with content management systems supporting eCommerce Storefronts. • Catalog publishing to storefronts through Retail Server. • Support for Service-to-Service authentication. • Ability to create customers asynchronously via e-Commerce storefront. • Adding additional controls that can be leveraged on the e-Commerce storefront. In addition, we’re adding a new consumer-facing mobile shopping application that lever- ages the same e-Commerce components used today. • This shopping application will work on iOS and Android phones. • Will allow consumers to browse, search, and complete their shopping experience on a phone, either anonymously or by signing in. In addition, consumers can check order status or previously placed orders. • Retailers can easily use configuration rebranding to change themes to meet their business needs. • Retailers can leverage this shopping application and publish it to mobile app stores (iOS and Android). e-Commerce & consumer shopping app*
- 19. | 19 Microsoft Dynamics 365 for Operations A key challenge is to support business continuity at stores due to slow and unreliable net- work connectivity issues. In addition, high volume retailers want to minimize latency for transaction processing at their stores. To address this requirement, we’re introducing a hy- brid deployment model for retail stores, which allows retail stores to operate with/without connectivity to the head office hosted in the cloud. This optional deployment model offers flexibility to retailers to optimize their operations for their business needs by deploying Retail Store Scale unit. Key benefits of this include: • Symmetrical architecture and components deployed in Azure, which provides Retail Server, Channel database, Async client, and Cloud POS server to be deployed in store. • Business continuity (network tolerance), as well as improved performance and latency for high volume retailers. • A simple, easy self-serve installation process that allows Scale unit to be deployed in one box or multiple boxes. Scale unit does not require server infrastructure in the stores and can be deployed on Windows desktop SKUs, including the same PC that runs POS. • The ability for retailers to run Cloud POS or Modern POS in the store. Retailers can choose to run a combination of these, as well as run on mobile phones, iOS, and Android devices, all in the same store, providing the flexibility to innovate operations. • Secure and reliable communication between store and head office. • Modern POS on Windows PC will continue to support offline mode. Hybrid cloud - Retail Store* We are continuing our investments to enable rich and immersive experiences for retailers anywhere, anytime, and on any device. Retailers can benefit from leveraging a POS appli- cation that is built on state of the art, cloud engineered, secure, and flexible architecture, designed and optimized to run on different form factors, and across Windows, iOS, and Android. Retail Modern POS is simple, intuitive, and easy to deploy, configure, and operate. POS delivers omni-channel excellence, which allows retailers to deepen their customer engage- ment. Key investments include: • A single, universal POS application that is designed to run on phones, tablets, and PCs based on Universal Windows Platform. • Consistent user experiences, including common navigation, recognizable patterns, and intuitive interactions with a responsive and consistent shell. • Rich functional capabilities that are optimized for touch and keyboard experiences. • An iOS application for phones and tablets. • Centrally managed and targeted for stores, registers, or specific users. • A user interface to match unique processes and the ability to define specific layouts for specific layout sizes targeted for specific devices. • The ability to allow retailers to ensure that the aesthetics resonates and communicates a unique brand. • Simple and easy deployment (self-serve). • Configurability to connect to Microsoft Cloud or Retail Store Server. Mobility and modern user experience* Rich clientele experience
- 20. | 20 Microsoft Dynamics 365 for Operations We continue to focus our investments into adding more Omni-channel capabilities to pro- vide a variety of features that allow retailers to make employees more productive and pro- vide excellent customer service and engagement. Customer orders allow a store associate to take an order for a customer that can be fulfilled later, either shipped or picked up from store. We’re improving this feature even more by adding the following key enhancements: • Ability to create an order in store (POS) that allows fulfillment from any warehouse (other stores or distribution centers). • New hybrid order capability that lets a customer place an order for items to be fulfilled later, while carrying out other items, all part of the same transaction. • Improved order search experience that allows new options for an associate to look up and retrieve orders placed by customers. • Ability for an associate to create an order for a customer who chooses the store the order will be shipped from at the time of order creation (also known as a “charge send”). Omni-channel* Continued investments in omni-channel payment processing through advancements in SDK and connectors through partners: • Provide retailers with out-of-the-box PCI-free omni-channel payment solutions. • PCI-free “turnkey” solutions w/Token and P2PE. • VeriFone solutions that support retail, e-Commerce, and call center MOTO for the US market. • MasterCard solutions that support call center MOTO and e-Commerce for 13 markets. • Out-of-the-box with redistribution rights from MasterCard and VeriFone. • Payment SDK supports extensibility for customers or independent software vendors (ISVs). Payments* We are adding several new capabilities for retailers to improve their store operations. Some of these key features include: Tracking sales representatives: Several retailers can track sales representatives and com- missions for sales in their stores. Sales representatives may not be the person who is ring- ing up the sale in the POS. We are adding the ability to set up and manage sales represen- tatives in stores (who may or may not be POS users), set up commission structures, and track capabilities. • Users should be able to add a sales representative at a transaction level or at a line level. • Track one or more sales representatives. • Track sales representatives for cash-carry sale, as well as customer orders. • Track sales and payout commissions, as well as end of day statement posting processes. • Configuration options to support prompting, permissions, receipt printing, and more. Hardware Station: Several improvements to hardware station and peripheral handling of POS include: • Handling concurrent requests. • Modern POS application to use hardware out-of-box without configuration. • POS auto-switches to leverage shared peripherals without app restart. • Simplified configuration, including removal of hardware station profiles or types, such as shared/dedicated, notify, or prevent devices not meant for shared usage, etc. • Support for Windows 10 Universal Windows peripherals support - Cash drawer and Receipt printer. Retail store* Rich clientele experience
- 21. | 21 Microsoft Dynamics 365 for Operations Warehouse management In this version of Dynamics 365 for Operations, a stand-alone installer can be downloaded directly through a menu item in Warehouse management instead of the standard Dynamics 365 for Operations setup process. It’s designed for self-driven on-premises deployment and configuration. During the enabling process of the Warehouse management module to use the mobile device functionality, you need to install and configure the Warehouse Mobile Devices Portal locally and get a connection to the Microsoft Dynamics 365 for Operations program in the cloud. Warehouse Mobile Devices Portal Sales Based on the existing algorithms for delivery date calculation, the Delivery alternatives page offers a new user experience for order promising. As part of the new experience, this page consolidates relevant information from multiple forms onto one space, shows “ready- made” alternative delivery packages, such as a combination site/warehouse/ variant/trans- port mode, based on the fastest delivery (earliest available date) criterion that the user can choose from and let the user select options from the simulation interface and transfer them to the sales order line. This new experience can help organizations that aspire to provide high customer service while committing to an inventory optimization strategy could now promise orders reliably and competitively. After all, their customers’ own business requires that products be avail- able on time. The Delivery alternatives task page makes the order promising task quicker, easier, and more systematic by identifying and recommending the best alternative order delivery dates in one interactive place. Delivery alternatives page
- 22. | 22 Microsoft Dynamics 365 for Operations Microsoft Dynamics 365 for Operations Make smarter decisions quicker Enables your teams to make smarter decisions quicker, so they are ready for anything and make dreams a reality. Transform business faster Allows your business to get faster time to value from your technology, improve business planning, and execute with predictable implementations. Grow at your pace Helps your businesses grow at your pace with the choice and flexibility to modernize your business.
- 23. | 23 Microsoft Dynamics 365 for Operations Make smarter decisions quicker • A new guided user experience gets your people up to speed quickly with an easy-to-use, and familiar solution that looks and works like Microsoft Office 365. • Enable your people to be more productive with activity-based Workspaces to provide a task specific experience, new user task guide), and integration with O365 productivity and collaboration applications. • With a single integrated common data model, work faster, enable collaboration and get insights by seamlessly sharing information between Microsoft Dynamics 365 for Operations, Office 365, Power BI and other Dynamics 365 applications. Empower people to work and collaborate faster • A fully browser based, new html5 client that runs across browsers, devices and platforms gives your people to access their business application regardless of the device or platform. • With Power Apps, give your users the ability to create custom business apps so they get the information they need to do their job quickly. • Give your business users the capability to quickly create and publish business specific mobile apps. Access your information nearly anywhere on any device • Dynamics 365 for Operations uses in-memory BI to give your people real time operational insights so they can make informed decisions. • Enable people to find, sort, visualize, and use information easily with an intuitive user interface that provides contextual insights through Power BI. • Plan and anticipate customer needs through the use of Cortana Intelligence and Azure machine learning capabilities. Enable people to quickly get intelligent insights
- 24. | 24 Microsoft Dynamics 365 for Operations Transform business faster • Support your end-to-end application lifecycle through an extension of Microsoft Dynamics Lifecycle Services with new methodologies and best practices driven toolsets for implementation, updates and support. • Support your business in the cloud and on-premises with Microsoft Dynamics Lifecycle Services. • Reduce risk to your organization with a flexible solution architecture that enables incremental implementations, changes, or updates. • Use telemetry and diagnostics, to improve product usage and identify issues so you can proactively minimize downtime. Improve business planning with applications that grow with you • Easily validate predefined and automate deployment of business processes and data to get your business up and running faster. • Enable business analysts to streamline business processes and respond rapidly to changing business conditions. • Simplify and accelerate your updates through predefined methodologies, automated testing and code merge while minimizing business disruption. • Provide self-service learning and resources to your people to optimize system usage and ultimately streamline business processes. Faster time to value from technology investments • With new added support for Visual Studio in the cloud your people can use their existing skill set to optimize processes to meet your business needs. Readily available resources and solutions
- 25. | 25 Microsoft Dynamics 365 for Operations Grow at your pace • Easily set up segregation of duty with minimal maintenance of user accounts with a simple single sign- on through Azure Active directory in the cloud and federation to your people using an on-premises deployment. • Get the security, compliancy and privacy of the Microsoft Azure cloud with adherence to WW security standards. Get peace of mind with trusted cloud • With the same code base, data model and technical infrastructure across deployments, you can easily deploy and/ or move from private to public cloud when your business requires you to do so. • Get the flexibility, speed and cost benefits of running your ERP solution private cloud (on-premises) and your development, test and DR in the public cloud. • Keep your business running while taking advantage of cutting edge technology as you help your business migrate from and connect with existing/ legacy systems in heterogeneous landscapes integrate with cloud through a modern integration platform Harness the power of the cloud anywhere, anytime • Get the flexibility to deploy or expand your business operations globally with Microsoft Azure availability in 140 countries, including China, all backed by Microsoft's $15 billion investment in global datacenter infrastructure. • Match your business growth by easily adding users and business scenarios in a “pay as you go” model. Transparent pricing. Scale your business operations globally
- 26. | 26 Microsoft Dynamics 365 for Operations Why Microsoft? Microsoft Dynamics 365 is the next generation of intelligent business applications that enables your organization to grow, evolve and trans- form. These applications unify CRM and ERP capabilities with purpose-built applications that work seamlessly together to help man- age specific business functions and allow your organization to transform to meet customer needs and capture new opportunities.
- 27. | 27 Microsoft Dynamics 365 for Operations Retail Factsheet Microsoft Dynamics 365 for Operations © 2016 Microsoft Corporation. All rights reserved. This document is provided "as-is." Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples are for illustration only and are fictitious. No real association is intended or inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.