Microsoft Dynamics® AX 2012 R2 for Retail in Brick and Mortar Stores: Development and Customization (80585A)

Microsoft Dynamic AX for Retail is an integrated solution that is designed for Microsoft Dynamics AX 2012 which can be used to manage a retail business from the head office to the stores.  Microsoft Dynamics AX for Retail POS is a fully customizable point of sale (POS) component of Microsoft Dynamics AX 2012 for Retail. You use Retail POS to process sales, operate the cash drawer, scan bar codes or print customer receipts, among other business tasks. This course on Microsoft Dynamics for Retail Brick and Mortar Stores: Development and Customization provides lessons and labs on how to customize or extend Microsoft Dynamics AX for Retail  Point-of-Sale (POS). Additionally, this course also provides information on best practices around extensibility, development, testing and deployment of POS customizations.. Students will also review the labs provided in the course to get hands on experience on how to extend Microsoft Dynamics AX for Retail POS

Audience Profile
This training is intended for Developers of Microsoft Dynamics AX 2012 partners, who want to develop and customize the Point of Sale functionality in Microsoft Dynamics AX 2012 R2 for Retail R2, and those who want to be able to provide support for the deployment and customizations done on the Microsoft Dynamics AX 2012 R2 for Retail.

Before attending this course, students must have foundational knowledge or hands on experience with:
  • An understanding of  POS implementation in Retail Industries
  • A functional overview of how Microsoft Dynamics AX 2012 R2 for Retail works
  • Experience in  implementing the Point of Sale (POS) in  Microsoft Dynamics AX for Retail
  • Hands on experience in  development using C#, .Net Framework, WinForms, Visual Studio

After completing this course, students will be able to:
  • Discuss the Point of Sale (POS) – Overview
  • Customize and extend the Microsoft Dynamics AX 2012 POS
  • Understand the POS technical framework, its components and other retail components it uses
  • Explain the development environment requirements
  • Customize POS
  • Explain the requirements that are used to change POS labels and strings
  • Provide best practices and guidelines/standards for Retail POS customization
  • Create or modify existing Retail POS Skins
  • Customize a form by using the InteractionDefault service
  • Customize forms in POS Plugins without using the InteractionDefault service
  • Extend triggers in Microsoft Dynamics AX 2012 R2 POS
  • Extend services in Microsoft Dynamics AX 2012 R2 POS
  • Create a blank operation and add it to POS layout
  • Add fields to the receipt layout
  • Explain how to extend Commerce Data Exchange - Real time service for POS
  • Create the payment connector to work on all Microsoft Dynamics channels for payment processing
  • Extend the Retail Store Database utility to execute custom SQL scripts.
  • Explain the testing considerations for several testing types for the POS customization
  • Explain deployment planning.
  • Explain the steps that are required for the retail hotfix or for the update deployment
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Course Outline

Module 1: Course Objectives

This module explains the objectives of the Microsoft Dynamics for Retail in Brick and Mortar Stores course.
After completing this module, students will be able to: Understand the development and customization that is explained in each module.

Module 2: Introduction to Point-of-Sale (POS) Overview
This module explains that 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.
  • Introduction to POS

Module 3: POS Extensibility Technical Overview
This module discusses the Microsoft Dynamics AX 2012 POS extensibility and its operations.
  • Extend Point of Sale
  • Retail POS Plug-ins
  • Commerce Data Exchange: Real-time Service Calls

Module 4: POS Framework
This module also provides information about the different components in the POS framework
  • POS Architecture Overview

Module 5: Development Environment Requirements
This module will explain the development environment requirements
  • Development Environment Requirements

Module 6: Technical Background
This module provides information about the knowledge required to customize POS
  • Technical knowledge required to customize POS

Module 7: Localization Information
This module provides information about how to localize Point of Sale (POS) by changing the POS labels and strings.
  • POS Localization

Module 8: Extensibility Best Practices
AX Retail POS (Point of Sales) is a .Net solution which is available as part of AX Retail installation. The SDK will be available for the implementation team to customize further as per the specific customer’s requirement. With the SDK we can customize the POS services and Triggers only.
This module provides general guidelines on how to customize the Retail solution and overall solution approach for the POS Retail part. As this is on .Net, .Net specific coding guidelines will be applicable by default.
  • Solution Approach
  • Reference

Module 9: Logon Extensibility – Sample and How-to
In this module we will learn how to extend POS Logon functionality and support for using any external device for logon like Biometric devices.
  • Logon Extensibility

Module 10: POS Themes
In this module you will change the look and feel of Microsoft Dynamics AX for Retail POS registers by creating new Retail POS skins. To create or modify existing Retail POS skins, you must obtain a license from DevExpress. Retail POS uses DXExperience Winforms created by DevExpress. You can develop your own forms without using DevExpress, but it is recommended you use these to maintain a consistent look and feel.
  • POS Skins

Module 11: User-Interface Extensibility-Sample and How-to
Microsoft Dynamics AX for Retail POS introduces a new way to customize forms by using the Interaction service. Multiple developers can use this service to customize one or more forms in one service. If there are multiple customizations, the Interaction service loads only the first customization it finds for a form. This module also explains how to customize forms that are not part of the Interaction services.
  • How to Modify a Form in Microsoft Dynamics AX 2012 R2 POS

Module 12: Trigger Extensibility – Sample and How-To
Triggers are used to capture events that start before and after Microsoft Dynamics AX for Retail POS operations. You can insert custom logic before the operation runs or after it is completed. The Retail POS IOperationTriggers interface introduces new generic triggers called the PreProcessOperation and PostProcessOperation.
  • How to Modify the Trigger Project

Module 13: Services Extensibility – Sample and How-To
Microsoft Dynamics AX 2012 includes a collection of core services that can be customized or replaced by using Retail POS Plug-ins. You can also create new services that can be started from existing services or triggers.
  • How to Modify the Services Project

Module 14: Blank Operation Extensibility
You can use Blank Operations to extend Microsoft Dynamics AX for Retail Point-of-Sale (POS) by adding custom logic to the Retail POS register buttons. In the Retail POS register design layout, you can add any number of blank operation buttons and specify the operations information for each button. Later in this module, you will learn how to add a blank operation and specify the operation information.
  • Blank Operation on the Retail POS Register

Module 15: Custom Fields on POS Layouts
This module explains how to add custom fields to Point-of-Sale (POS) layouts. In Microsoft Dynamics AX for Retail 2012 R2, you can also add custom fields on POS Receipt layouts.
  • Custom Fields on the POS Layout

Module 16: Real-Time Services Extensibility – Sample and How-To
With Real-time Service, retail clients can interact with Microsoft Dynamics AX retail functionality in real time. You can extend Commerce Data Exchange: Real-time Service by adding extension methods to the RetailTransactionServiceEx class. The RetailTransactionServiceEx class is used as a service class between Microsoft Dynamics AX and the Point-of-Sale (POS).
  • Extending the RetailTransactionServiceEx Class

Module 17: POS Payment Connector
Microsoft Dynamics AX 2012 R2 includes a unified payment processing architecture for processing credit card transactions. You can extend this architecture by creating your own payment connector. This payment connector can be used for a single assembly in three locations—retail stores (POS registers), online stores, and the Microsoft Dynamics AX Accounts Receivable module.
Microsoft Dynamics AX 2012 R2 includes one payment connector—the Dynamics Payment Connector. This payment connector is used to connect to the Dynamics Online Payment Services provider.
You can extend Payment Services to include an additional payment connector by implementing a specific interface. After you deploy a new payment connector, all the Microsoft Dynamics AX payment configuration pages will display the required fields to configure the payment connector. After you configure the payment connector, you can validate it, and then use it on a retail channel. The new payment connector can also support the new touch screen payment terminal devices.
  • Payment Connector

Module 18: POS Database Tool Extensibility for Store and Offline Database
The Retail Store Database Utility is used to create the store and the offline database. The utility is also used to create a configuration file that is used to identify Point of Sale (POS) registers. By default, the tool will create the standard retail POS tables for both the store and the offline database. This module explains how to extend this tool to execute custom SQL scripts for both the store and the offline database.
  • CreateDatabase Service

Module 19: Extensibility Testing Considerations
This module explains the different ways to test Point of Sale (POS) and the information that must be considered before testing.
  • Testing
  • Challenges
  • Testing Considerations

Module 20: Extensibility Deployment and Hotfix Update Considerations
This module provides information and resources to help you successfully deploy the Microsoft Dynamics AX 2012 R2 Point of Sale (POS) customization and hotfixes. It addresses the steps that are involved in the planning of and the considerations for the Retail POS customization and hotfix deployment.
  • Deployment Planning
  • Deploy POS Customizations
  • Merge Any Existing Code Changes with POS and Redeploy
  • Install Updates to Non-Database Retail Components
  • Install Updates to Store Databases by Using the Retail Database Utility
  • Install Update to CDX: Real-Time Service

Module 21: Extensibility Lab Manual
This lab manual provides steps on how to extend Blank Operations, Triggers, Services and CDX: Real time Service.