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Different Architecture Topology for Dynamics 365 Retail
Different Types of Topology
1. Cloud Only Architecture : This Type of Architecture is used by Retailers who has very strong internet
connectivity where there is no disturbance in transactions
2. Cloud Only With Hardware Stations:This architecture is same as Previous Topology but with the
Hardware stations attached to the POS
3. Cloud Only With Hardware Station and Offline Capabilities:This Architecture is for the Retailers Who
wish to use the POS Offline capabilities but with a Single Store Database in Cloud
4. Retail Store Scale Unit with Offline and Local Hardware capabilities:This Architecture is mostly fit for
the hypermarket and Supermarket Scenarios where always a Connectivity is a major factor to be
considered
So Based on the Retail store scale Unit ,Value Propositions are
1. Provides Business Continuity and reduced latency
2. Perform Cross terminal operation scenarios Without HQ connectivity
3. Channel DB and Retail Server that can be Co Located in Single location
4. Browser based Cloud POS and MPOS with Offline
5. Simple Flexible deployment using Self Service Package
6. Service to Service Authentication through Https between Retail Store and HQ
Deployment Steps for Retail Store Scale Unit(RSSU)
Prior to my Slid on different types of Retail Architecture Topology ,there are step by step to Install and
Configure Retail Store Scale Unit.
Following Steps:
Before configuring the Setups in Azure deployment Portal ,you must have a administrator Role .
1. In Azure Management Portal ,Configure Web Applications
2. In Dynamics 365 Operation HQ,Configure Azure Active Directory Applications
3. In HQ,Configure Identity Provider
4. In HQ,Configure Channel Database and Channel Profile
5. in HQ ,Configure Retail Store Master
6. Run CDX jobs to Push Master Data
7. Deploy Retail Store Scale Unit (Multi channel)
8. Activate Modern POS/Cloud POS
Step 1: Configure the Azure Web Application
Create a Web Application in Azure and Note down the client Id and Secret ID as shown in the below image.Every
Single Store a Web Application should be created .For Example if you have 6 Store then 6 Web Applications has
to be created.
Step 2:Configure Azure Active Directory Applications
Add the Created Web Application in your environment .Go to System Administration–>Setup–>Azure Active
Directory Applications.Add the Client ID and URL .
Step 3 : Install the Retail Service Package from Azure and Open the Retail Store Scale Unit.The Service Package
can be found in the C drive
Step 4 : Click Next to provide the required input for the installer.Enter the AOS Service url as shown in the
below image
Step 5 :Click Next .Now Select the IIS certificate for the Store.Export the Certificate for the Store and Deploy the
Certificate in Store DB Server and Terminal Server under Personal Folder
Step 6:Click Next .Either Create a Service Account for the Async Server as in Ax 2012 R3 or the System will auto
generate a Service Account for the Store.
Step 7 :Click Next.Either Create a Service Account for the Async Client as in Ax 2012 R3 or the System will auto
generate a Service Account for the Store.
Steps 8:Click Next .Enter the https port for the communication and the Computer Name is automatically
fetched by the Installer.
Step 9:Click Next:Now Enter the Web Application Client ID ,Secret ID and Channel Database ID .Check the
Cloud POS for the Store ,So that a separate cloud POS will be hosted for the Store
Step 10 :Enter the Identity Provider in the Retail HQ.Open the Modern Pos and Enjoy the transaction.
Omni Channel Coupon Capabilities in Dynamics 365 Retail
In the Modern Retail trends Technology plays a major role for the retailers to understand customer behaviors to increase
the sales and generate revenue.
Dynamics 365 Retails supports Omni channel Coupon Functionalities.
Lets See this in Detail how to configure Coupon for client stores
On Client Scenario , Coupons can be created on Company specific,Channel Specific and Customer Specific
Create a Coupon discount .
Go to Retail–>Discounts–>New
Create a New Discount and add the Price group for the Retail Stores which ever is applicable.
Add the Lines ,the lines may contain Category or the Product.Select discount percentage on Line level and
Specify the discount percentage
In Our Scenario ,A 15 % of Discount is specified for the Coupon and Also Enable Coupon required parameter to
apply the discount for the coupon.
Now to Configure Coupons ,Go to Retail –>Discounts–>Coupon –>New
Create a New Coupon code.The Coupon Code can be E – coupon or a Physical Coupon Voucher.The Created
discount is selected in Coupon and Coupon Code generated Automatically and also Overwritten .A barcode for
the Coupon code is generated automatically based on the barcode setup in the Retail Parameter.Make the
Coupon Active.Run the Distribution schedule job 1020
Now Lets Move to the Cloud POS .Add an Item to the transaction and Click ADD COUPON Button to enter the
Coupon code.
Enter the Coupon code CPN0006 as configured in the Coupon Discount.
Press Enter to apply the discount.
Now I’m Trying to use the Coupon second time but system will not allow the coupon discount to apply since
the quantity limit is restricted to 1 time(1 Voucher)
Thank you for your time

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Different architecture topology for dynamics 365 retail

  • 1. Different Architecture Topology for Dynamics 365 Retail
  • 2. Different Types of Topology 1. Cloud Only Architecture : This Type of Architecture is used by Retailers who has very strong internet connectivity where there is no disturbance in transactions 2. Cloud Only With Hardware Stations:This architecture is same as Previous Topology but with the Hardware stations attached to the POS 3. Cloud Only With Hardware Station and Offline Capabilities:This Architecture is for the Retailers Who wish to use the POS Offline capabilities but with a Single Store Database in Cloud 4. Retail Store Scale Unit with Offline and Local Hardware capabilities:This Architecture is mostly fit for the hypermarket and Supermarket Scenarios where always a Connectivity is a major factor to be considered
  • 3. So Based on the Retail store scale Unit ,Value Propositions are 1. Provides Business Continuity and reduced latency 2. Perform Cross terminal operation scenarios Without HQ connectivity 3. Channel DB and Retail Server that can be Co Located in Single location 4. Browser based Cloud POS and MPOS with Offline 5. Simple Flexible deployment using Self Service Package 6. Service to Service Authentication through Https between Retail Store and HQ
  • 4.
  • 5. Deployment Steps for Retail Store Scale Unit(RSSU) Prior to my Slid on different types of Retail Architecture Topology ,there are step by step to Install and Configure Retail Store Scale Unit. Following Steps: Before configuring the Setups in Azure deployment Portal ,you must have a administrator Role . 1. In Azure Management Portal ,Configure Web Applications 2. In Dynamics 365 Operation HQ,Configure Azure Active Directory Applications 3. In HQ,Configure Identity Provider 4. In HQ,Configure Channel Database and Channel Profile 5. in HQ ,Configure Retail Store Master 6. Run CDX jobs to Push Master Data 7. Deploy Retail Store Scale Unit (Multi channel) 8. Activate Modern POS/Cloud POS
  • 6. Step 1: Configure the Azure Web Application Create a Web Application in Azure and Note down the client Id and Secret ID as shown in the below image.Every Single Store a Web Application should be created .For Example if you have 6 Store then 6 Web Applications has to be created.
  • 7. Step 2:Configure Azure Active Directory Applications Add the Created Web Application in your environment .Go to System Administration–>Setup–>Azure Active Directory Applications.Add the Client ID and URL .
  • 8. Step 3 : Install the Retail Service Package from Azure and Open the Retail Store Scale Unit.The Service Package can be found in the C drive
  • 9. Step 4 : Click Next to provide the required input for the installer.Enter the AOS Service url as shown in the below image
  • 10. Step 5 :Click Next .Now Select the IIS certificate for the Store.Export the Certificate for the Store and Deploy the Certificate in Store DB Server and Terminal Server under Personal Folder
  • 11. Step 6:Click Next .Either Create a Service Account for the Async Server as in Ax 2012 R3 or the System will auto generate a Service Account for the Store.
  • 12. Step 7 :Click Next.Either Create a Service Account for the Async Client as in Ax 2012 R3 or the System will auto generate a Service Account for the Store.
  • 13. Steps 8:Click Next .Enter the https port for the communication and the Computer Name is automatically fetched by the Installer.
  • 14. Step 9:Click Next:Now Enter the Web Application Client ID ,Secret ID and Channel Database ID .Check the Cloud POS for the Store ,So that a separate cloud POS will be hosted for the Store
  • 15. Step 10 :Enter the Identity Provider in the Retail HQ.Open the Modern Pos and Enjoy the transaction.
  • 16. Omni Channel Coupon Capabilities in Dynamics 365 Retail In the Modern Retail trends Technology plays a major role for the retailers to understand customer behaviors to increase the sales and generate revenue. Dynamics 365 Retails supports Omni channel Coupon Functionalities. Lets See this in Detail how to configure Coupon for client stores On Client Scenario , Coupons can be created on Company specific,Channel Specific and Customer Specific Create a Coupon discount . Go to Retail–>Discounts–>New Create a New Discount and add the Price group for the Retail Stores which ever is applicable.
  • 17.
  • 18. Add the Lines ,the lines may contain Category or the Product.Select discount percentage on Line level and Specify the discount percentage In Our Scenario ,A 15 % of Discount is specified for the Coupon and Also Enable Coupon required parameter to apply the discount for the coupon.
  • 19. Now to Configure Coupons ,Go to Retail –>Discounts–>Coupon –>New Create a New Coupon code.The Coupon Code can be E – coupon or a Physical Coupon Voucher.The Created discount is selected in Coupon and Coupon Code generated Automatically and also Overwritten .A barcode for the Coupon code is generated automatically based on the barcode setup in the Retail Parameter.Make the Coupon Active.Run the Distribution schedule job 1020
  • 20. Now Lets Move to the Cloud POS .Add an Item to the transaction and Click ADD COUPON Button to enter the Coupon code.
  • 21. Enter the Coupon code CPN0006 as configured in the Coupon Discount.
  • 22. Press Enter to apply the discount.
  • 23. Now I’m Trying to use the Coupon second time but system will not allow the coupon discount to apply since the quantity limit is restricted to 1 time(1 Voucher)
  • 24. Thank you for your time

Editor's Notes

  1. Different Architecture Topology for Dynamics 365 Retail
  2. AAD (https://docs.microsoft.com/en-us/dynamics365/commerce/aad-pos-logon) Azure Active Directory