Module 1: MICROSOFT DYNAMICS AX 2012 R2 FOR RETAIL IN ... Microsoft Dynamics AX ¢® 2012 R2...

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Transcript of Module 1: MICROSOFT DYNAMICS AX 2012 R2 FOR RETAIL IN ... Microsoft Dynamics AX ¢® 2012 R2...

  • Table of Contents

    Module 1: MICROSOFT DYNAMICS AX 2012 R2 FOR RETAIL IN BRICK AND MORTAR STORES- DEVELOPMENT AND CUSTOMIZATION

    Lesson 1: Course Objectives ....................................................................................................................... 1-1

    Module 2: INTRODUCTION TO POINT OF SALE (POS) OVERVIEW

    Lesson 1: Introduction to POS ................................................................................................................... 2-2

    Module 3: POS EXTENSIBILITY TECHNICAL OVERVIEW

    Lesson 1: Extend Point of Sale ................................................................................................................... 3-2

    Lesson 2: Retail POS Plug-ins .................................................................................................................... 3-2

    Lesson 3: Commerce Data Exchange: Real-time Service Calls ...................................................... 3-5

    Module 4: POS FRAMEWORK

    Lesson 1: POS Architecture Overview ..................................................................................................... 4-2

    Module 5: DEVELOPMENT ENVIRONMENT REQUIREMENTS

    Lesson 1: Development Environment Requirements ........................................................................ 5-2

    Module 6: TECHNICAL BACKGROUND

    Lesson 1: Technical knowledge required to customize POS ......................................................... 6-2

    Module 7: LOCALIZATION INFORMATION

    Lesson 1: POS Localization ......................................................................................................................... 7-2

    1

    Microsoft Official Training Materials for Microsoft Dynamics ®

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  • Microsoft Dynamics AX® 2012 R2 For Retail in Brick and Mortar Stores - Development and Customization

    Module 8: EXTENSIBILITY BEST PRACTICES

    Lesson 1: Solution Approach ..................................................................................................................... 8-2

    Lesson 2: Reference ....................................................................................................................................... 8-5

    Module 9: LOGON EXTENSIBILITY – SAMPLE AND HOW-TO

    Lesson 1: Logon Extensibility ..................................................................................................................... 9-2

    Module 10: POS THEMES

    Lesson 1: POS Skins .................................................................................................................................... 10-2

    Module 11: USER-INTERFACE EXTENSIBILITY – SAMPLE AND HOW-TO

    Lesson 1: How to Modify a Form in Microsoft Dynamics AX 2012 R2 POS .......................... 11-2

    Module 12: TRIGGER EXTENSIBILITY – SAMPLE AND HOW-TO

    Lesson 1: How to Modify the Trigger Project ................................................................................... 12-2

    Module 13: SERVICES EXTENSIBILITY – SAMPLE AND HOW-TO

    Lesson 1: How to Modify the Services Project ................................................................................. 13-2

    Module 14: BLANK OPERATION EXTENSIBILITY

    Lesson 1: Blank Operation on the Retail POS Register ................................................................. 14-2

    Module 15: CUSTOM FIELDS ON POS LAYOUTS

    Lesson 1: Custom Fields on the POS Layout ..................................................................................... 15-2

    2

    Microsoft Official Training Materials for Microsoft Dynamics ®

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  • Table of Contents

    Module 16: REAL-TIME SERVICES EXTENSIBILITY – SAMPLE AND HOW-TO

    Lesson 1: Extending the RetailTransactionServiceEx Class .......................................................... 16-2

    Module 17: POS PAYMENT CONNECTOR

    Lesson 1: Payment Connector ................................................................................................................ 17-2

    Module 18: POS DATABASE TOOL EXTENSIBILITY FOR STORE AND OFFLINE DATABASE

    Lesson 1: CreateDatabase Service ......................................................................................................... 18-2

    Module 19: EXTENSIBILITY TESTING CONSIDERATIONS

    Lesson 1: Testing ......................................................................................................................................... 19-2

    Lesson 2: Challenges .................................................................................................................................. 19-5

    Lesson 3: Testing Considerations .......................................................................................................... 19-6

    Module 20: EXTENSIBILITY DEPLOYMENT AND HOTFIX UPDATE CONSIDERATIONS

    Lesson 1: Deployment Planning ............................................................................................................ 20-2

    Lesson 2: Deploy POS Customizations ................................................................................................ 20-3

    Lesson 3: Merge Any Existing Code Changes with POS and Redeploy .................................. 20-4

    Lesson 4: Install Updates to Non-Database Retail Components ............................................... 20-4

    Lesson 5: Install Updates to Store Databases by Using the Retail Database Utility ........... 20-5

    Lesson 6: Install Update to CDX: Real-Time Service....................................................................... 20-5

    Module 21: EXTENSIBILITY LAB MANUAL

    3

    Microsoft Official Training Materials for Microsoft Dynamics ®

    Your use of this content is subject to your current services agreement

  • Microsoft Dynamics AX® 2012 R2 For Retail in Brick and Mortar Stores - Development and Customization

    4

    Microsoft Official Training Materials for Microsoft Dynamics ®

    Your use of this content is subject to your current services agreement

  • MICROSOFT DYNAMICS AX 2012 R2 FOR RETAIL IN BRICK AND MORTAR STORES- DEVELOPMENT AND CUSTOMIZATION

    Course Objectives The main objectives of the Microsoft Dynamics for Retail in Brick and Mortar Stores course is to understand the development and customization that is explained in the following topics:

    • Introduction to Point of Sale (POS) – Overview • POS extensibility technical overview • POS Framework • Development environment requirements • Extensibility Interface Definition – Triggers and Services • Technical background • Localization Information • Extensibility Best practices • Logon Extensibility – Sample and How-to • POS Themes • User-interface Extensibility – Sample and How-to • Trigger Extensibility – Sample and How-to • Services Extensibility – Sample and How-to • Blank Operation Extensibility • Custom Field on POS Layouts • Real-time services Extensibility – Sample and How-to • Device Integration – (Hydra, EFTPOS) • POS Database Tool Extensibility For Store and Offline Database • Extensibility testing considerations • Extensibility deployment considerations • Deployment of ongoing hotfixes for Customized POS for version(s)

    and code maintenance

    1 - 1

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  • Microsoft Dynamics AX® 2012 R2 For Retail in Brick and Mortar Stores - Development and Customization

    Module Review

    Student Objectives

    1. What do you expect to learn by participating in this course?

    2. List three main objectives.

    1 - 2

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  • MODULE 2: INTRODUCTION TO POINT OF SALE (POS) OVERVIEW

    Module Overview Microsoft Dynamics AX for Retail POS is the point of sale (POS) program for Microsoft Dynamics AX. POS tasks are performed by using a POS register. The graphical user interface (UI) is easy to use and can be set up to meet the requirements of many industries, such as grocery, fashion and specialty retailers.

    Objectives

    The main objective of this module is to discuss the Microsoft Dynamics POS Overview.

    2- 1

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  • Microsoft Dynamics AX® 2012 R2 For Retail in Brick and Mortar Stores - Development and Customization

    Introduction to POS

    Microsoft Dynamics AX for Retail POS

    Microsoft Dynamics AX Retail POS is a solution that brings speed, power, flexibility, dependability, and ease of use to the point-of-sale. Retail POS has a dynamic interface that can be configured and customized for your type of business and store procedures. Additionally, Retail POS can work offline. This helps make sure that your stores remain fully operational during network interruptions. All data is automatically updated when the c