Microsoft

Dynamics

for Channel

Management

Retail & Distribution

Industry

(India)

Presales

Enablement

2-Day Workshop

Contents Objective ...................................................................................................................................................... 3

Who should Attend .................................................................................................................................. 4

Session Agenda ......................................................................................................................................... 5

Pre-requisites ............................................................................................................................................. 7

Objective Microsoft Dynamics provides a modern platform for Modern Retail & Distribution businesses. Over last 10

years, this industry has gone through continued evolution. Today, many organizations operate through

multiple channels. Some are direct channels, some, indirect, layered channel. Many organizations also have

operations across all the channel types.

In this evolving generation, businesses need a Modern, Agile and Dynamic platform to meet their current

and future need.

One platform across the channel formats – is what we deliver as a value to the industry.

Our extended teams are key to carry forward this message to the industry. Through this workshop, we would

like to help them commnicate this message and also demonstrate the solution, associated value.

Who should Attend Partner Organization

- Sales Team Members

- Presales Team Members

- Any other Resource Skills that attends and deliver Presales, Solutioning and PoC sessions for Customers

- Internal Trainers in Partner Organizations

** Senior Resources (Directors, MDs etc.) in Partner organizations may want to attend 1st “2 hrs” on Day 1.

Others

- Any other presales or post sales Customer facing roles in Internal or Partner Organziation may want to

attend the session, based on the session agenda.

Session Agenda

DAY SESSION TOPICS DURATION

Day 1 Dynamics for Channel Management

Channel Management – The Concept

Building Blocks of Channel Operations

Key Pains in Multi-Channel Environment

Why Dynamics?

Sales Plays o Modernize Retail Platform o Unified Channel o DMS 2.0

30 min

Dynamics for Retail

Concept and Messaging in Omni Channel Retail world

Building Blocks of Dynamics Solution for Retail Industry o Customer Engagement (Engage) o Channel Operations (Optimize) o Enterprise Operations (Efficiency)

1.5 hrs

Break 15 min

Customer Engagement Scenarios

Embedding Social in Dynamics Story for Retail

Marketing in the Retail world using Dynamics Marketing (MDM)

Customer Care

Customer Loyalty

1.5 hr

Lunch 1 hr

Channel Operations

Channel Types in Retail Environment

Enabling In-Store PoS Operations (PoS for Modern Devices) o Key Scenarios o Relevance of Modern PoS and Enterprise PoS – where to

position what

Online Commerce - Leveraging Sitecore powered by Microsoft Dynamics

Call Center Operations in Retail (Selling)

Leveraging Marketplace as a Channel

2 hr

Break 15 min

Retail Enterprise Operations

Leveraging Retail Headquarter o Channel Definitions & Setups o Product Definitions

Assortments Category & Hierarchy Catalog

o Product Kits – Assembly & Disassembly o Retail Promotions

1.5 hr

Session Close – Summarizing the Day 0.30 hr

DAY 2 SESSION TOPICS DURATION

Retail Enterprise Operations…Contd… from Day 1

Leveraging Retail Headquarter o PoS Setups

Registers Screen-layouts Worker & Customers (Address-books) Device Setup & Activation Modern PoS Installation

o Periodic Process Data Distribution (CDX-Inbound & Outbound) Process Assortments Online Channel Orders Statement Posting Inventory Pick-up for Omni Channel

1.5 hrs

Retail Architecture & Performance Benchmark

Technical Architecture

Retail Topology & Deployment Scenarios

Retail Benchmarks (Understanding the Data-points and Reports)

1 hrs

Break 15 min

Dynamics for Distribution

Understanding the Concept – Distribution Business

What is DMS 2.0

Compete Scenarios

How do we differentiate

Customer Scenarios

1 hr

Lunch 1 hr

DMS 2.0 – Key Scenarios

Channel Hierarchy

Channel Transactions

Schemes in the Channel

Field Force (ISV)

2 hr

Break 15 min

Reporting & Analytics

30 min

Leveraging LCS

30 min

Training Resources & Online Contents 15 min

Session Close 15 min

Pre-requisites As we progress through the workshop, we will be preparing for a fictititous Demo situation. Infact, 1 Retail

Demo and 1 Distribution Demo.

Demo scenario will be shared at the start of the session. At the end of each workshop section, teams will be

setting up the config for their respective scenarios.

To make this aspect possible, we would expect the attendees to carry latest Demo VM (Microsoft

Dynamics AX 2012R3 CU9) in their laptop/environment access. Incase they need internet to connect

their online instance, attendees are expected to submit request along with their confirmation.

Looking forward to see you all in the session.