Microsoft Dynamics Retail

Conference 2015
Feb 5-6, 2015
Microsoft Conference Center

Brick and
Mortar store
set up
Hands-onlab
Sid Joshi Program Manager

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

2015 Microsoft Corporation. All rights reserved.

ab Overview: Channel Management

Channel
Manager

Create &
Manage
Channels

Create and
Manage POS

Functional
Profiles

Profiles and
Layouts

Manage Staff/
channel users

Manage
Channel
Entities

Visual Profiles

Payment
Methods

Attributes

Hardware
Profile

Button grids

Language

Currency

Store, role,
user & device

Receipt
Profiles

Delivery
Modes

Navigational
Hierarchy

Manage
Channel
Groups

Exercises

Exercise 1: HQ Back office Components

Configuration and set up

Exercise 2: Brick and Mortar Store

Configuration and Set up

Exercise 3: Store System set up

Exercise 4: Managing sales cashier

Exercise 5: Role based layout for Modern POS

Exercise 6: Retail Modern POS with Offline

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

Client)
Commerce Data
Exchange: Async
Server
Real time service for
the store

Exercise 2: Brick and Mortar Store Set

Create
up
(45 mins)
a warehouse to represent a store (Skip for Lab)

Verify Seattle Warehouse

Create a New Store

Add new store to the Fabrikam Organization hierarchy

Add address, latitude, longitude information for a newly

provisioned Retail Store

Set up payment method, Cash declaration, Income / Expense

account, Store Locator group and Modes of delivery

Add number sequence for statements and vouchers for new

store

Create registers and devices for the SeattleDT store

Exercise 3: Retail channel

components
Install and
(20 mins)

Configure
channel database
Configure Async
client
Verify Retail
Server (Optional for
the lab and is
recommended to do

Exercise 4: Managing Sales Cashier for Retail

Store (20 mins)
Create POS Permission group for
manager and cashier
Create retail store jobs
Create retail store positions
Create new Cashier(s) and assign to
stores

Exercise 5: Role based layouts (25

mins)

Define a Visual

Profile
Define a new
screen layout
Assign layouts to
workers
Role based layout
in action

Exercise 6: Retail Modern MPOS with

Retail Modern POS architecture
Offline
(30 mins)

Install Retail Modern POS (On lab /

CU8 Demo VM, Modern POS is already
installed on the VM, we will not install
for the exercise, skip this task for
conference)
Install Modern POS Offline DB
Deactivate modern POS for Houston
and close app
Configure Retail Modern POS for
offline
Update retail server web config to

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

 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be
interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR
STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.