Microsoft Dynamics for Channel Management

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1 Microsoft Dynamics for Channel Management Retail & Distribution Industry (India) Presales Enablement 2-Day Workshop

2 Contents Objective... 3 Who should Attend... 4 Session Agenda... 5 Pre-requisites... 7

3 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.

4 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.

5 Session Agenda DAY SESSION TOPICS DURATION Day 1 Dynamics for Channel Management 30 min 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 Dynamics for Retail 1.5 hrs 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) Customer Engagement Scenarios 1.5 hr Embedding Social in Dynamics Story for Retail Marketing in the Retail world using Dynamics Marketing (MDM) Customer Care Customer Loyalty Lunch 1 hr Channel Operations 2 hr 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 Retail Enterprise Operations 1.5 hr Leveraging Retail Headquarter o Channel Definitions & Setups o Product Definitions Assortments Category & Hierarchy Catalog o Product Kits Assembly & Disassembly o Retail Promotions Session Close Summarizing the Day 0.30 hr

6 DAY 2 SESSION TOPICS DURATION Retail Enterprise Operations Contd from Day hrs 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 Retail Architecture & Performance Benchmark 1 hrs Technical Architecture Retail Topology & Deployment Scenarios Retail Benchmarks (Understanding the Data-points and Reports) Dynamics for Distribution 1 hr Understanding the Concept Distribution Business What is DMS 2.0 Compete Scenarios How do we differentiate Customer Scenarios Lunch 1 hr DMS 2.0 Key Scenarios 2 hr Channel Hierarchy Channel Transactions Schemes in the Channel Field Force (ISV) Reporting & Analytics 30 min Leveraging LCS Training Resources & Online Contents Session Close 30 min

7 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.