scott tucker program manager customer and loyalty
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Scott TuckerProgram Manager
Customer and Loyalty
Disclaimer
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other
product names are or may be registered trademarks and/or trademarks in the U.S. and/or other
countries. Other names and brands may be claimed as the property of others.
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. Microsoft cannot guarantee the accuracy of any information provided after the date of
this presentation. All product release dates and features specified are preliminary based on
current expectations, and are subject to change without notice. Microsoft may make changes to
specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE
OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE
INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR
OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
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Session focus
Centralized Omni-Channel Management
E-Commerce POS
IT Pro Experience
UX Improvements
Flexible, Scalable & Extensible Infrastructure
Search driven Shopping
Experience
OOB “Starter” Storefront
Hardware
Time Clock Customer OrdersPayment
Processing
Commerce Data Exchange (CDX)
Commerce Run Time (CRT)
Storefront Extensibility POS Extensibility
Merchandising
Payment ProcessingBI/ReportingOrder Management &
Fulfillment
Customer ManagementChannel Management
& Publishing
Catalog Management, Enrichment &
Publishing
Scale/Performance Upgrade & SupportMonitoring & Diagnostics
Rapid StartSetup/Deployment
Administration Experience
Payments Extensibility
Customer Management
CRT Services Omni-Channel
Workflows
Pricing, Shipping & Taxes
Search, Scan
Inventory & Replenishment
EOD & Financials
Pain points and challenges
Managing Customer master data across channels and geographies
Turning customers into repeat customers
Understanding customer buying trends
Key investments
Cross channel customers
Global enabled master data
Time sensitive loyalty programs
Rich transactional data
Customer management
Customers in POS
Ability to create customers in AX from POS with CDX Real-time service
Customers in POSCustomers can be either a Person or Organization
Required fieldsNameCustomer group
Customers in POSCreate and modify shipping addresses
Customers in POSCustomer searchSearch by
Customer ID, Name, AddressE-mail, Phone
Customers in POSCustomer panelState changes when customer is added
Layout and customer fields can be modified within the screen layout designer
Customers in AXRetail action strip
Customers in AXCustomer address bookMulti-select association to customer and channelUsed to control customer and channel association
Customers in online channel
Customers in online channel
Customers in online channel
Customers in online channel
Payment on accountPayment method
POS operationsPay customer accountCustomer account deposit
Customer data replicationA-1010 and N-1010 jobsMoves customer and address information down to stores
N-1115 jobMoves the global address book information to the stores
Demo
Customer management
Customer loyalty
Customer LoyaltyLoyalty schemesAbility to define multiple concurrent schemesInclude Categories, Products, or specific VariantsPoints based on Quantity or AmountPoints are redeemed as paymentAbility set expiration values for pointsLE specific
Customer LoyaltyLoyalty customersMay or may not be tied to an AX customerAbility to hold multiple loyalty cardsLE specific
Customer LoyaltyLoyalty cardsAssigned to a single schemeSupport accrue only “child cards”
Customer LoyaltyPoint accrual and redemptionAccrual in POS and OnlineRedemption only in POSPoints updated immediately via CDX Real-time serviceCalculated based on schemes pushed to POS
Customer LoyaltyPOS screen layoutLoyalty requestPay card
Distribution jobsA-1050 Loyalty systemN-1050 Loyalty system
Demo
Customer loyalty
Key takeawaysCentralized configurationAbility to manage all data and configuration in Microsoft Dynamics AX
Flexible loyalty configurationMultiple loyalty schemes, configurable scheme lines, restricted cards
Global ReadyMaster data is configuration to all locales Dynamics AX ships to
Q & A
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.