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Erik Weitkamp: Hello, everyone.
Today, I want to give you a quick overview of a few features
that are included in the 2020 release wave 1.
In industry excellence, we'll look at improvements in site
development and task management.
And in the unified commerce section, we'll look at improvements
in promotions, refund payments, and peripheral health checks.
In industry excellence, we've made a number of improvements to
low and no code site styling, including the use of publishing
groups to allow you to prepare for and schedule multiple
updates of your website.
We've also improved our use of CSS to quickly update site
styles and task management at the store, team, and individual
level is better supported from both HQ and the point of sale
devices.
Let's see how this works.
We start with using publish groups to prepare for and schedule
updates to your website.
Here's the Fabrikam website showing the winter collection.
But we need to prepare for the spring collection.
In Commerce, we see that the components that make up the live
site, pages, products, URL, etc.
And we've expanded the pages on our site.
To add pages to our spring website, we start by selecting a
page in the live site or any other group.
In this case, we'll select the home page.
Select copy, publish group at the top, and choose which publish
group to add it to.
And we get a notification that we were successful.
We'll also add the header fragment from the website that says
which collection we're showing.
When we go to our spring collection publishing group, we see
only the items we've copied over.
But we can also add new pages to this publish group using other
pages as templates.
Let's go back to our header in page fragments.
The old header says, winter collection, and we want to update
that to spring collection.
So, we edit the text and then select finish editing to change
this header just within the context of this publishing group.
Now that we've made changes, we go back to our publish groups
page to schedule the spring publish group.
We edit the schedule and set the date.
And our website will now automatically update to show the
spring collection header.
Now, let's look at how we can change the look of the website
immediately by updating the CSS.
We start at site settings, design.
Here, you can upload CSS files, preview them against your
existing site, and also make them active on your site.
If you have developer tools, you can go right in and edit the
CSS for this font and background color.
And when you're happy with your changes, you copy and paste
into a CSS file and then save.
Now, you upload your new CSS file, preview on any page and
localized version, and if you like it, share the URL with your
reviewers who are authenticated into the site.
Once you're happy, select activate.
For companies with point of sale devices, you can use commerce
to assign one time or repeating tasks at the group, store, or
individual employee level.
Let's see how that works.
We're going to start by going to the task management
administration screen that would be used by headquarters.
This is where you can setup tasks and lists of tasks.
These can be repeating tasks like a monthly sales report or a
one-time task like this holiday season preparation.
We'll dive into the task for doing an inventory on cowboy
boots, add a couple notes, and link the task to the POS
operation product search, so it shows up in the appropriate
area.
Now that the task list is ready, we name it and set a target
date and select the stores that we want to assign it to and the
individual workers.
We could make it repeat, but this is a one-time task.
That's the headquarters view.
Now, let's take a look at what the store manager sees.
Here's the task list assigned to my store.
The holiday season preparation task list is due February 12th.
And it's in progress.
Diving into this task list, we see the five tasks included in
this list, the due date.
Well, I can set the status of the tasks.
And I'll assign one of these tasks individually to Alexander.
I'll also create a task for Andrew.
And then verify that I have one task for Alexander and three
for Andrew.
These tasks will show up on any device that they're using that
runs Commerce-the point of sale device, a tablet, or even their
phones.
And I can link these tasks to a specific POS operation.
In the unified commerce area, we've made a number of
improvements in the 2020 wave 1 that will help with your entire
system.
Let's take a closer look at some of these improvements in
promotions, refund payments, and peripheral health checks that
you can now do directly from the point of sale devices.
Promotions and health checks are designed to help your store
associates learn and verify their equipment during store
startup or in any quiet time.
Let's start by seeing how upsell and cross sell promotions
work.
We'll start with the sales associate, using their quiet time
to learn about available promotions from the Fabrikam point
of sale main menu. We've named this tab view promotions,
but you can rename to whatever term your company uses.
And we see the list of promotions that are available in this
store.
Some are straight discounts while others require multiple
purchases or a value threshold.
And some require coupons but all have a timeframe and the
option to include additional restrictions and details.
We can filter by type or do a keyword search as we review the
discounts that are available in this store.
During a purchase, the sales associate will be reminded of
these discounts.
Let's see how that works.
We'll purchase a pair of shoes, add the item to the cart, and
select discounts.
And we see that we have a number of discount options here.
Buying two or more gives us 25% off or we can give a 20% off
the entire bill.
With this guidance, your sales associate can offer the best
discount for the customer.
Let's look at the backend of the discount system to see how we
set this up.
Here, you see the student discount for jeans that we saw
earlier.
The name of the discount will show up in the list of discounts
and on the sales receipt.
And everything you need to implement this discount is right
here in one form.
Sometimes a purchase doesn't turn out as well as the customer
had hoped.
And they need to return items that were paid for with cash,
checks, credit or a loyalty card.
With the 2020 wave 1 Release, we can more easily set up
policies, such as how to refund customers when they return
products.
We start in the module for Retail Commerce, dive into feature
management and then channel return policy.
On the left, we have the payment methods and, on the right,
the allowed return payment options.
In the case of payment by check, we only have the option to
refund in cash but not everyone wants a lot of cash.
So, we'll add the option to refund with a card.
And once we define the return policy, we'll assign it to our
stores. In this case, San Francisco.
And this is where the power of this tool shows itself.
Instead of accepting my choice and overriding any existing
policies, I'm flagged that San Francisco already has an
assigned return policy.
And now, I need to decide whether to overwrite the existing
policy or leave San Francisco as is.
Now that we've set up the policies for our stores, let's look
at this from the sales associate's point of sale device.
Here, we have two products that were purchased for $316.
And my options are to refund in cash or on a card.
The customer wants to do some more shopping, so I'm going to
refund $100 in cash.
And you can see that it's now only giving me the option of $216
on a card.
And it gives me the option to swipe the card and complete the
refund.
Another thing that you can now do from a point of sale device
is a health check on all the devices in the store.
You can add this to your startup process or run the diagnostic
at any time you're concerned about the health of a device.
Selecting health check gets us a list of all the devices in
the store with their health check status.
We could also add to this list with services, such as a serial
number or tax service and then build our own health test to
verify its status.
We can review the devices like this printer one at a time to
see their status and run the health test on just that one
peripheral to see that there are no current errors.
But we expect people to use test all probably as part of the
store opening procedures.
Health check can be run from a point of sale device or it could
be in a startup process.
The idea is to find any issues before there's a customer
standing there waiting.
As you've seen, there are a number of new features in the
Dynamics 365 Commerce 2020 wave 1 update.
We looked at improvements in site development and task
management that are part of industry excellence and we also
looked at improvements in promotions, refund payments, and
peripheral health checks that are part of unified commerce.
For more information, use these specific links or go to the
release overview guide.
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