1.
Presented by:
Vsevolod Kolonistov, Lead Software Engineer, EPAM
Dean Thrasher, Senior Solution Architect, EPAM
November 7, 2019
Introducing the Sitecore
Commerce 9 Connector
for Microsoft D365
Features, architecture,
performance & scalability

2.
© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.
#SitecoreSYM
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Why integrate Sitecore Commerce with MS D365?
Features and benefits
Architecture and key processes
What’s new in the Sitecore 9 Connector for D365
Questions?
Agenda

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
Microsoft Dynamics 365 for Finance and Operations
O R...
Microsoft Dynamics 365 for Retail | Microsoft Dynamics 365 for Commerce
F ORMERLY KNOWN A S...
Microsoft Dynamics AX + Retail Module
Which D365 are we talking about?

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks
of Sitecore Corporation A/S. All other brand names are the property of their respective owners.#SitecoreSYM
Why integrate Sitecore
Commerce with
Microsoft D365?

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
AVOID INTEGRATION IF POSSIBLE!
Consider integration if you ...
• Have complex inventory and fulfillment
• Use D365 for pricing, promotion, taxes, and charges
• Want D365 to be your system of record for your product catalog
• Support omnichannel commerce
• Require the system to be fully auditable
Why integrate?

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks
of Sitecore Corporation A/S. All other brand names are the property of their respective owners.#SitecoreSYM
Features and
benefits

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
The Sitecore Experience Commerce platform
Online
experiences
Offline
experiences
Experiences for
the marketer
Brick & mortar
experiences
• Web
• Mobile web
• Mobile apps
• Social networks
• Private communities
• Video
• Other web properties
• Unified customer data
• Dashboards and deep insights
• Marketer-friendly merchandising
• Real-time personalization
• End-to-end cross-channel/
multi-touchpoint campaigns
• Kiosk
• Point of sale
• Mobile POS/Salesforce automation
• Digital signage
• Loyalty programs
• Call center
• Supply chain
• Print
• Email
Customer data collection

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
Enables one or more web storefronts connected to
one or more D365 online store channels
• Each online store can have its own catalogs, logic, and presentation
• Each catalog can have its own category hierarchy
• Each catalog supports variants and product relationships
Supports most common B2C retail scenarios
• Search, browse, and add items to wish list
• Cart and checkout operations
• Account profile and order management
Connector features

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#SitecoreSYM© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.
Reference storefront

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#SitecoreSYM© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.
Sitecore Commerce
• SXA storefront
• Business tools
- Catalog management
- Customer management
- Order management
- Inventory management
- Promotion management
- Pricing management
D365 Connector
• Classic storefront
• Business tools
- Catalog management (read-only)
Feature differences with Sitecore Commerce
Analytics is the same, regardless of whether you use XC or D365.

11.
© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks
of Sitecore Corporation A/S. All other brand names are the property of their respective owners.#SitecoreSYM
Architecture

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
• D365 finance and operations with the retail module
- Configured with one or more online store channels
• Sitecore Experience Commerce
• Sitecore – D365 Connector components
Solution components

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 retail server architecture
https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/dev-itpro/retail-server-architecture
RETAIL SERVER
OData web APIs
SQL Azure/SQL server Azure active directory
Authentication module Smart redirector Commerce controllers
(Entities, complex types, actions)
Commerce runtime (CRT)

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#SitecoreSYM© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.
Batch services
• Catalog
• Media items
Transactional services
• Customer registration/login
• Account profile
- Saved addresses
- Wishlists
- Order history
• Cart
• Checkout
• Inventory
• Pricing
Batch operations vs. real-time operations

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
Commerce Connect
SITECORE COMMERCE
SITECORE COMMERCE
SERVER
MICROSOFT
DYNAMICS D365 FOR
RETAIL
SITECORE COMMERCE
ENGINE CONNECT
SITECORE
COMMERCE
SERVER CONNECT
MICROSOFT
DYNAMICS D365
CONNECT
EXTERNAL
COMMERCE SYSTEM
COMMERCE CONNECT
CONNECTORS
STOREFRONT
COMMERCE CONNECT ENGAGEMENT ARTIFACTS
CONDITIONAL RENDERING RULES, MARKETING CAMPAIGNS, PAGE EVENTS AND GOALS
COMMERCE CONNECT ABSTRACT SERVICE LAYERS (APIs)
CART, PRICING, PRODUCTS, CUSTOMERS, INVENTORY, ORDERS, PRODUCT SYNC
COMMERCE CONNECT PRODUCT CATALOG MODEL
SITECORE EXPERIENCE PLATFORM
COMMERCE
CONNECT
CORE
FRAMEWORK

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 Connector catalog synchronization
D365 HQ DB
1.1 DOWNLOAD
CATALOG DATA D365 APP
1.2 UPLOAD
CATALOG DATA CHANNEL DB
2.3 ACCESS
CATALOG DATA
RETAIL SERVER
API
2.5 IMPORT CATALOG FILE
(THROUGH CUSTOM
IMPORT ENDPOINT)
SITCORE XP
3. ACCESS
PRODUCT DATA
SYNC CONFIG
2.4 CREATE CATALOG
FILES
2.2 FETCH CATALOG DATA
SITECORE SYNC AND IMPORT
D365 CATALOG PUBLISH AND DISTRIBUTION
SITECORE
COMMERCE DB
CUSTOM
CATALOG JSON
SYNCH TOOL
2.1 READ PIPELINE STEPS

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 Connector media import
MASTER DB
SYNC
CONFIG
SITECORE XP
SITECORE MEDIA IMPORT
COMMERCE DB
5. CALL MEDIA
IMPORT ACTION
COMMERCE
AUTHORING
3. CALL CATALOG
IMPORT ACTION
IMPORT
EXECUTOR
2. PULL THE
MEDIA FILES
CUSTOM
CATALOG JSON
1. PULL THE
CATALOG FILES
6. CREATE MEDIA
ITEMS WITH
PREDEFINED IDS
4. CREATE
CATALOG DATA
WITH LINKS TO
MEDIA ITEMS
(GUIDS)

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 Connector order placement
D365 HQ DB
6. PROCESS
SALES ORDER
5.2 MOVE
TRANSACTION TO
D365 HQ DB ( SALES
ORDER CREATION) D365 HQ APP CHANNEL DB
5.1 PULL
TRANSACTION
4. CREATE
TRANSACTION RETAIL SERVER
API
D365 ORDER SYNC
SITECORE ORDER PLACEMENT
SITECORE XP
SITECORE
COMMERCE
CONNECT
8. GET ORDER
DETAILS PIPELINE
EXECUTION
1. EXECUTE ORDER
PLACEMENT PIPELINE
2. INVOKE ORDER
PLACEMENT PROXY
ASSEMBLY
9. GET ORDER DETAILS
PROXY ASSEMBLY
INVOCATION
D365 RETAIL
PROXY
3. INVOKE ORDER
PLACEMENT API
10. GET ORDER DETAILS
API INVOCATION
7.1 SYNCHRONIZE
ORDERS
7.2 SYNCHRONIZE
ORDERS
11. GET ORDER
RECORD

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 Connector customer authentication
CLIENT WEB
BROWSER
E-COMMERCE FRONT-
END SERVER
RETAIL SERVER
1 | LOGIN
4 | ID TOKEN
7 | ID TOKEN
8 | VALIDATE &
RETURN
1
2 | AUTH CODE
3 | AUTH CODE
4 | ID TOKEN
7 | EVERY CALL
ID TOKEN
8 | VALIDATE &
RETURN
5 | LOAD
DISCOVERY URL
6 | DOWNLOAD
CERTS
EXTERNAL
PROVIDERS
MICROSOFT
ACCOUNT
FACEBOOK
GOOGLE
COMPANY
PROVIDERS
OPENID AUTHENTICATION THROUGH RETAIL SERVER
IDENTITY MANAGEMENT
SERVICE

20.
© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks
of Sitecore Corporation A/S. All other brand names are the property of their respective owners.#SitecoreSYM
What’s new?

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
• No longer depends on the Sitecore Data Exchange Framework
• Generates multiple JSON files
• Improves performance
• Improves scale
• Facilitates troubleshooting
• Decouples the sync process from Sitecore
Re-engineered catalog sync

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
Extends the Commerce Authoring service to support delta imports
• Uses files produced by the sync process
• Can be triggered independently or as the part of the sync process
• Optionally can handle the media import process
Updated catalog import

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
The Sitecore 9 version of the connector:
• Leverages the D365 media server URLs by default
• Uses a separate processor for importing media
• Generates deterministic GUIDs media items
• Improves import processing speed
Supports two scenarios:
• DAM integrated with D365; Sitecore gets URLs from D365
• DAM integrated directly with Sitecore; Connector matches
based on deterministic GUIDs
Improved product image import

24.
© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks
of Sitecore Corporation A/S. All other brand names are the property of their respective owners.#SitecoreSYM
Questions?

25.
#SitecoreSYM© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.

26.
Thank you
FOR DISCUSSION PURPOSES ONLY.
Sitecore Confidential and Proprietary. ©2019 Sitecore
Corporation A/S. Sitecore® and Own the Experience® are
registered trademarks of Sitecore Corporation A/S. All other
brand names are the property of their respective owners.

27.
© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks
of Sitecore Corporation A/S. All other brand names are the property of their respective owners.#SitecoreSYM
Appendix

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 for Retail – Retail Server customer and consumer APIs
https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/dev-
customer-consumer-api
Configure a D365 Retail Online Store
https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/dev-
store
D365 Retail references

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© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
D365 for Retail Omni-Channel Supported Scenarios
https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/omni-
payments#supported-scenarios
Customer orders in Retail Modern POS (MPOS)
https://docs.microsoft.com/en-us/dynamics365/unified-
operations/retail/customer-orders-overview
D365 Retail references

30.
© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners. #SitecoreSYM
Introducing Sitecore Commerce Connect
https://doc.sitecore.com/developers/91/sitecore-experience-
connect.html
Commerce Connect Framework Components
https://doc.sitecore.com/developers/91/sitecore-experience-
framework-components.html
Sitecore Commerce references