Retail in Brick and Mortar Stores: Installation and Configuration for Microsoft Dynamics AX 2012 R2

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: Installation and Configuration provides lessons and labs on how to install and configure the Microsoft Dynamics AX for Retail Point-of-Sale (POS) from a technical perspective including the setup required for AX Headquarters and Commerce Data Exchange components. Additionally, this course also provides information on Checklists for Installation and Configuration, CDX Services and Scheduler Jobs. Students will also review the labs provided in the course to get hands on experience on how to install the Microsoft Dynamics AX for Retail POS using a scenario of a new store setup on the Demo VM.

Audience profile

This course is intended for Microsoft Dynamics AX Partners who will be involved in implementation of Microsoft Dynamics AX 2012 R2 for Retail and those who want to learn the installation of the Microsoft Dynamics AX 2012 R2 for Retail solution.

At course completion

After completing this course, students will be able to:

• Identify the components that are involved in Microsoft Dynamics AX 2012 for Retail Brick-and-Mortar stores.
• Review the Pre-Installation Checklist for Retail Headquarters
• Describe Requirements for Service Accounts
• Describe Accounts for SQL Server services
• Create a shared directory for installation
• Describe the inclusion of service packs and updates in a new installation (slipstreaming)
• Deploy topologies for Retail
• Install Retail Headquarters
• Configure Retail Headquarters
• Install AOS instance(s)
• Use Microsoft Dynamics AX 2012 server configuration utility
• Install and Confgure eCommerce and Exchange: Synch Service
• Install the Real-Time Service
• Add the SSL certificate to the Windows server
• Find the certificate thumbprint and common name
• Create the Real-time Service Web Service
• Test the Real-time Service Web service
• Configure the Real-time Service in Retail Headquarters
• Installing the Retail Store Database Utility.
• Creating a store database or an offline database.
• Setting up a store database profile.
• Work through the pre-installation checklist for Retail POS
• Describe the requirements for service and user accounts
• Describe the POS user group
• Describe the SQL server logon for POS users
• Install Retail POS
• Deploy Retail POS
• Install Commerce Data Exchange: Synch Service
• Install the retail store database utility
• Create a store database or an offline database server
• Distribute initial data to store database
• Create a POS register that has an offline database
• Synchronize data between the store and offline databases
• Configure jobs and subjobs
• Initialize predefined jobs and subjobs
• Create of modify a subjob
• Create of modify a job
• Set Up upload options for Synch Service
• Configure Synch Service profile
• Configure Synch Service logging
• View Synch Services messages
• View data packages
• Troubleshoot common issues with data packages
• Set Up upload options for Synch Service
• Configure Synch Service profile
• Configure Synch Service logging
• View Synch Services messages
• View data packages
• Troubleshoot common issues with data packages
• Set up permissions and operations
• Set up staff members
• Set up a retail job
• Set up a position
• Set up a retail worker
• Import and assign users to the retail user profiles
• Assign stores to the users for each retail user profile.
• Configure or bypass IPsec
• Configure IPsec (no VPN)
• Disable IPsec (no VPN)
• Open the firewall for Synch Service
• Set up hardware profiles
• Assign a hardware profile to a register
• Set up and activate payment services in Partner Portal
• Set up merchant account with a payment provider
• Test payment processing
• Set up Accounts receivable retail stores, and online stores for Payment Services in Microsoft Dynamics AX