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Ignify eCommerce Version 7.1

  • 1. INTRODUCTION

    Scalability has been a continued focus area in the current release. In addition, there are features added to help merchant call center/help desk operations. Ignify eCommerce is now compliant to the latest version laid out by the PCI Security Standards Council - PA-DSS 2.0. Scalability of the web store channel has been significantly enhanced in terms of amount of visitor traffic (page views) and revenue (order count) that can be handled by a single application server. In line with market expectations, page load time and performance-related experience has been improved during login and quick view to provide a better shopping experience to shoppers.

    Catalog architecture in the Manager Panel has been optimized for improving catalog import performance. Inventory quantity and price integrations from Microsoft Dynamics ERP to Ignify eCommerce have been optimized to synchronize large volumes of ERP changes in a short span of time using SQL bulk copy. Multiple web store and Manager Panel features have been added to provide shoppers and Manager Panel users/CSRs an improved shopping experience and self-serviceable platform, respectively. Ignify eCommerce pricing has been significantly enhanced, offering merchants a viable eCommerce pricing option in case there is a need to adopt a different web pricing scheme than what is implemented in their ERP and CRM systems.

    Ignify eCommerce with Microsoft Dynamics CRM now offers a two-way synchronization of contacts and customer profiles. Microsoft Dynamics CRM invoice and catalog integrations now enable a full eCommerce platform that can be powered by Microsoft Dynamics CRM.

  • 2. RELEASE SUMMARY

    A summary of all released features is provided below to give you a one-page overview on the current release.

    Module

    Features

    Platform Improvements

    - Platform is PCI PA-DSS2.0 certified by the PCI Security Council. - Improved browser/device compatibility. Platform readiness for Windows 8.1/ IE 11.

    Web Store Front

    - New performance benchmark with a catalog size of half a million SKUs in 800 categories with 2 million order lines on a commodity hardware. o 64,000 products and SKUs can be uploaded within 15 minutes with optimized catalog. - Re-designed catalog import manager. o 46 search requests per minute supported via commodity hardware (one application server only). - Improved user experience on quick view and login page. Both pages load in maximum 1 second now. - New UI widgets such as View All and Previous-Next allow better navigation and fewer clicks. - Ability to control how coupons should apply during checkout. - Option for pending shopping carts to be auto-merged into current cart in the next visit, or to offer manual cross-sell. - Ability to attach ‘files’ to header and lines in the shopping cart or sales order. Ability to download and change the attachments in the Manager Panel.

    Sales Module

    - Allow CSRs to accept payments via the Manager Panel. Support for both offline and online payments. - Ability to charge the credit card upfront for non-shippable/electronic delivery items, and authorize the card for physically shipping items during order placement. - Ability to apply automated discounts to Manager Panel orders similar to the shopping cart.

    Marketing Module

    - eCommerce SKU pricing enhanced to support a variety of pricing and markdown prices. - Ability to export/import prices via CSV.

    ERP Integrations

    - Performance improvements for stock and price updates from the Microsoft Dynamics ERP to the Manager Panel, making bulk updates feasible for eCommerce purposes. - Sales order modifications in Microsoft Dynamics AX 2012 and NAV 2013 are now synchronized with the Manager Panel. Supply chain updates are visible to customers at all times now. - Support for Microsoft Dynamics NAV 2013.

    CRM Integrations

    - Account/profile integration from Microsoft Dynamics CRM to the Manager Panel. Any Microsoft Dynamics CRM account can be enabled for web store login. - Option to use Contact instead of an Account in Microsoft Dynamics CRM to map with the Manager Panel Customer Master. - Invoice integration from Microsoft Dynamics CRM to the Manager Panel. - Catalog integration from Microsoft Dynamics CRM to the Manager Panel. - Support for Microsoft Dynamics CRM 2013 in addition to Microsoft Dynamics CRM 2011.
  • 3. PLATFORM IMPROVEMENTS

    The current changes in the platform are aligned to our overall vision of a more secure, usable and productive platform. The platform is certified on the latest security standard PA-DSS2.0 laid down by the PCI Security Standards Council. Another additional dimension of browser and device compatibility has been added to ensure that the user experience remains consistent across different browsers and devices, which is crucial given the growth of devices in the market.

    With the recent release of Windows 8.1/IE 11, the web store has been optimized for the Windows 8.1 touch experience.

    • 3.1 Security Enhancements
      • 3.1.1 PA-DSS v2.0 Compliance

        The web store, Manager Panel and Integration Manager and Scheduler – all three supported applications are now certified on the PA-DSS v2.0 standard by the PCI Security Standards Council, which means that they comply with the highest levels of security certification possible, ensuring that merchants never have to worry about security breaches or unprotected data. A screen shot of the PCI Certification from the PCI Security Standards Council website has been provided below.

        PA-DSS2.0 validation by the PCI Security  Council

        PA-DSS2.0 validation by the PCI Security Council

        The PA-DSS 2.0 Implementation Guide is available in your installation CD and also present here for quick reference. The guide provides all the implementation details for you as a merchant to get PCI-DSS 2.0 certified. There is a certain set of PCI-DSS requirements that our software takes care of, but there are others that the merchant organization and hosting provider are required to follow. You must follow the guidelines provided in the guide and make your implementation compliant to the Payment Card Industry Data Security Standard (PCI-DSS) version 2.0.

      • 3.1.2 Security Testing of the Application

        In addition to PA-DSS 2.0 compliance, the web store and Manager Panel went through rigorous white box and black block testing via an independent security vendor. This is now a part of our regular release cycle. Below is the snapshot from the security testing report produced by the third party vendor.

        Web store  and Manager Panel were declared secure with highest confidence level

        Web store and Manager Panel were declared secure with highest confidence level

        Third party testing is planned to be conducted at regular intervals within the product life cycle going forward.

    • 3.2 Platform Readiness for Windows 8.1/IE 11

      The web store and Manger Panel work seamlessly with the latest version of Microsoft’s Web Browser IE11 with Windows 8.1. While the web store has been optimized for a touch experience, the Manager Panel has been made compatible.

      All features available on the web store as well as the Manager Panel would work on Windows 8.1/IE 11, giving users the choice to use the enhanced Windows 8.1 experience with the platform.

      Gadgets Online Theme on IE11 Browser with Windows 8.1

      Gadgets Online Theme on IE11 Browser with Windows 8.1

    • 3.3 Browser/Device Compatibility Matrix

      With every release, there is a conscious effort to broaden the reach of the product platform in the device market. In the last few releases, the Manager Panel application has been made compatible with all major browsers as well as tablet devices; going forward there is a plan to make the Manager Panel touch-friendly.

      Similarly, the phone web store is already compatible with all major phone platforms- the effort is to increase the coverage over the next few releases to provide a seamless experience across all popular phone devices.

      Web store as seen on a  phone

      Web store as seen on a phone

      Web store as seen on a  tablet

      Web store as seen on a tablet

      Web store as seen on a  desktop

      Web store as seen on a desktop

      Manager Panel as seen  on a desktop

      Manager Panel as seen on a desktop

      If you are interested in a particular device, please contact us at ecom support@ignify.com and we would be happy to add the device of your choice to our list of target platform. Given below is the compatibility matrix for 7.1.

       

       

      Applications

       

      Applications

      Browser

      Mobile Platform

      Phone Store Front

      Web Store Front

      Manager Panel

      Desktop Platform

      Web Store Front

      Manager Panel

      Internet Explorer

      Windows 8 Tablets

      10.0+

      Windows

      8.0+

      8.0+

       

      Windows 8 Phone

      N/A

      Mac

      N/A

      N/A

      Safari on iOS

      iPad

      Windows

      5.1.7+

      5.1.7+

       

      iPhone

      N/A

      Mac

      5.0+

      5.0+

      Android Browser

      Android Tablets

       

       

       

      Android Phones

      N/A

       

       

       

      Google Chrome

      Android Phone

      4.0+

      N/A

      Windows

       

      Android Tablets

      Not Tested

      Not Tested

      Not Tested

      Mac

      Firefox

      Android, MeeGo

      Not Tested

      Not Tested

      Not Tested

      Windows

      8.0+

      8.0+

       

       

       

       

       

      Mac

      8.0+

      8.0+

      Opera

      Android & Symbian

      Not Tested

      Not Tested

      Not Tested

      Windows

      10.0+

      10.0+

       

       

       

       

       

      Mac

      10.0+

      10.0+

  • 4. WEB STORE

    Release 7.1 includes a number of features aimed at improving the scalability and performance of the web store channel. Load tests of these improvements have demonstrated a much better response time without straining the hardware resources. The Catalog Import Manager engine has been optimized to ensure that the system can import large catalog data in minimal time. Login page and quick view of products on the web store have been made to load in less than a second.

    The shopping experience has also been improved with better navigation through the view all and next-previouswidgets. The shoppers can now apply single/multiple discount coupons during checkout based on Manager Panel configurations and also attach files to individual items in his order.

    • 4.1 Performance Improvements

      Performance continues to be a key investment area for Ignify eCommerce. Since the entire platform can be used on a mobile platform, it’s extremely critical that users get a high performance experience to complete the needed tasks.

      With this release various performance improvements have been made, including data framework performance improvements as well as UI improvements (such as login and quick view pages on the web store).

      • 4.1.1 Web Store Channel Scalability

        Release 7.1 brings a variety of improvements including an optimized catalog engine and improvements in the underlying LINQ data update framework. This has led to significant improvements in scaling up catalog and checkout application.

        A lab test was conducted to assess the impact of these modifications in catalog and checkout areas.

        The test environment was deliberately kept on commodity hardware to verify the scale that the web store channel can achieve without significant hardware investments.

        Web Store Channel Scalability

        - Our lab tests were able to support 61 search requests per minute and 7,000 orders per hour with an average checkout response time of 3 seconds on the given hardware. The application server was at 80% CPU utilization and the database server was at 19% CPU utilization during a test run of 1 hour. - Given the low utilization of the database server, additional web servers can be used to scale up the capacity of the web store. For example, 37,000 search requests can be served in an hour using 10 web servers and the same database server. - 250,000 page views can be served and 7,000 orders can be placed in an hour using 2 web servers and the same database server.
      • 4.1.2 Web Store Channel Performance

        Response time for various steps was recorded during the load test. These response times are shown in the below graph. Most of the operations were completed within half a second. The operations that took more time are explained below:

        1. Payment submission took the maximum time since the load test was using online payment gateways and payment submission required real time interface with the payment gateways.

        2. Customer login took more time since the login process first authenticates the customer and then calculates customer-specific price for the items in the shopping cart.

        3. Product detail page took time due to multiple images shown on the product detail page.

        Web Store Channel Performance

      • 4.1.3 Load Time Improvements for Quick View and Login Page

        Quick view of a product is a valuable feature that not only enhances the shopping experience, but can also lead to greater conversions for the merchant. As the name suggests, the shopper expects to view the product snapshot quickly, instead of having to navigate to the product detail page. Release 7.1 speeds up this process by further optimizing the CSS and JavaScript files on the quick view. The quick view pop up display dimensions has also been fixed which reduces the time spent by the browser in adjusting height and width to the content available for that product. These enhancements now ensure that the quick view loads within a second and the overall user experience is enhanced.

        Similar to quick view, the performance of the customer login page on the web store has also been significantly enhanced. Some B2B merchants do not allow shoppers to view the catalog without logging in, and it becomes important to ensure that this intervening step is completed quickly. With Release 7.1 the numbers of HTTP redirects involved in accessing the login page have been cut down by 50 percent. At the same time, the user interface has been optimized; also, multiple unwanted UI elements and associated CSS and JavaScript files such as catalog navigation, floating cart, search text box, my account links, etc. have been removed from the login page. With these two modifications, the login page now loads within a second, providing a great user experience.

        Unwanted links removed from login page

        Unwanted links removed from login page

      • 4.1.4 Catalog Import Performance

        Release 7.1 includes architecture level changes that increase the performance of catalog import. This would help merchants that have a large catalog that goes through changes through various seasons. These changes can now be uploaded via CSV or Microsoft Dynamics ERP import in significantly less time.

        The catalog import engine’s interaction with the catalog entities and their meta-attributes has been modified that the import manager engine reads and loads the required data information in memory to perform various validations and reuses it at multiple places. This has helped improve the performance.

        Various validations performed during catalog import (warning/error messages) have also been made more user-friendly with this release.

        Catalog import manager can now import 64,000 products in 15 minutes on a commodity hardware (Quad Core Intel Processor with 16 GB RAM). A higher performance level can be obtained with more powerful hardware.

    • 4.2 Improved Shopping Experience

      In Release 7.1, navigation through the catalog has been enhanced through the view all, and previous–next widgets.

      The web store manager has been empowered to manage the checkout experience better in this release - the sales manager can now restrict the number of coupons that can be applied to a single checkout. The manager can also control abandoned cart by offering to auto-merge them when the visitor re-visits or offer it as a cross-sell during re-visit.

      Another feature has been added that allows shoppers and CSRs to attach files (image, Excel, Word, etc.) to the shopping cart and order both at the header and line level.

      • 4.2.1 View All and Previous-Next

        This release includes two navigation-centric UI widgets – ‘View All’ and ‘Previous-Next’ – present on the product detail page and its quick view.

        The ‘View all’ widget helps with easy navigation to catalog pages on the web store where you landed from. E.g. If the shopper landed on a product detail page using ‘Search’ output, he goes back to the search results using ‘View all’. The ‘Previous-Next’ widget allows easy navigation between products without returning to the category.

        This enables easy browsing of the catalog by reducing clicks for navigating the catalog.

        View All/Previous-Next Widget on web store

        View All/Previous-Next Widget on web store

      • 4.2.2 Manage Coupons during Checkout

        Release 7.1 has been enhanced, providing setup managers the ability to offer single/multiple/no coupons to registered/guest shoppers on the web store during checkout.

        The provided solution removes applied coupons in case the shopper makes changes to his order after applying the coupon. This is done to ensure that coupons are re-evaluated in case of changes to orders. The user interface is very intuitive, informing shoppers to re-apply coupons in case they change the order after applying the coupon.

        Shipping-related coupons can be applied only after the shopper selects his shipping method.

        Manager Panel users/CSRs have no restrictions and have the flexibility to apply as many coupons as needed while placing/updating orders from the Manager Panel.

        Validations are in place where guest customers cannot have more privileges than registered customers for number of coupons they can apply during checkout.

        Manual coupons allowed on a web store channel for guest/registered customers

        Manual coupons allowed on a web store channel for guest/registered customers

        Shopper with an option to apply multiple coupons during checkout

        Shopper with an option to apply multiple coupons during checkout

      • 4.2.3 Manage Abandoned Shopping Carts

        Often, shoppers tend to add items to their shopping carts and abandon them without making an actual purchase. The reasons for abandonment might vary, but for a merchant it means a sales opportunity lost.

        The Manager Panel is equipped with a feature that compiles the data of such customers and makes it available to the CSR for further perusal. This ensures that the opportunity for sale is not lost and the merchant can connect with the potential buyer.

        The Manager Panel provides details of all the abandoned shopping carts

        The Manager Panel provides details of all the abandoned shopping carts

        The Setup Manager can configure for the shopper to view his abandoned shopping cart upon logging into the web store, thereby allowing him to add these items back to his cart, or merge it with the shopping cart itself during his next visit.

        Manager Panel configuration to display pending/merged shopping carts on a web store

        Manager Panel configuration to display pending/merged shopping carts on a web store

        Pending shopping carts shown to the shopper on login (Prompt on Login option)

        Pending shopping carts shown to the shopper on login (Prompt on Login option)

        Pending shopping cart items added to the shopping cart during checkout (Auto-merge During Checkout option)

        Pending shopping cart items added to the shopping cart during checkout (Auto-merge During Checkout option)

      • 4.2.4 Attach Files to an Order

        Very often, shoppers need to provide some files for the orders to get completed – for example, images, payment documents, or some other paperwork. Release 7.1 adds the ability for uploading attachments/files to individual items in the shopping cart. This feature allows effectively management of order-related data – both Manager Panel users/CSRs and shoppers can upload files and see them. The files are easy to find, as they are attached to corresponding orders.

        The web store allows shoppers to add these attachments from the shopping cart, floating cart, quick order entry and in-store edit, and added attachments are visible all the way through checkout, the self-service My Account, and to CSRs in the Manager Panel. The Manager Panel users/CSRs can download the files added by shoppers and decide further action.

        Order attachments in the Manager Panel

        Order attachments in the Manager Panel

        Order attachments in the web store – Shopping Cart

        Order attachments in the web store – Shopping Cart

        A maximum of five attachments are allowed per shopping cart item, and the Setup Manager can restrict the type of files that can be added by specifying the restricted file extensions in the Manager Panel Global Setup.

        Denied files extensions in the Manager Panel

        Denied files extensions in the Manager Panel

  • 5. SALES MODULE

    The Sales Module has been enhanced with features to apply auto discount coupons via Manager Panel Order Entry, ability to create payments (both online and offline) via Manager Panel, and improvements in payment processing for electronic delivery SKUs.

    A CSR can now apply automatic discount coupons via the Manager Panel to sales orders. This is similar to the shopping cart behavior. Another feature has been added that allows CSRs to create payments against individual customers and settle pending invoices. This release also adds the capability where credit cards can be charged upfront on purchase of non-shippable items such as gift certificates and electronically downloadable items.

    • 5.1 Payment Enhancements
      • 5.1.1 Accept Customer Payments via the Manager Panel

        Release 7.1 extends the ability to process payments for both online as well as offline payment methods via the Manager Panel. Invoices for all fulfilled orders placed by credit card or PayPal can be settled by navigating to Sales —› Payments —› Pending Online Settlements in the Manager Panel. The Manager Panel user/CSR can also schedule to process payments for such invoices from the Manager Panel Batch Application at specified intervals without any manual intervention.

        Outstanding invoices for all orders placed by offline payment methods such as cash, check and wire transfer can be settled by navigating to Sales —› Payments —› Create Payments in the Manager Panel. CSRs have an option to make a single payment against multiple invoices. These payments are then applied to an invoice in the supported Microsoft Dynamics ERP. Customer selection during invoice payments defaults the company, currency and pay via option, which can then be edited.

        The Manager Panel  user/CSR selects a customer that defaults his company, currency and pay via method

        The Manager Panel user/CSR selects a customer that defaults his company, currency and pay via method

        The  Manager Panel user/CSR sees the pending invoice, selects the ones to be paid  and submits the payment

        The Manager Panel user/CSR sees the pending invoice, selects the ones to be paid and submits the payment

      • 5.1.2 Authorize Shippable/Charge Non-Shippable

        A new option has now been added to payment processing that permits easier payment handling of electronic delivery items.

        There is a configuration made available in the Manager Panel to set up the default payment behavior. This includes accepting full authorization, full advance payment, and now also a third option – the capture of electronic delivery items with an authorization for remaining.

        The Sales Manager can choose to charge the credit card with order placement or can only authorize and then charge the card on the creation of invoices (referred to as “delayed capture”). A new addition has been made where he can choose to charge the credit card upfront for non-shippable items, while letting the credit card be authorized first and then charged for shippable items. This option has been provided for electronic delivery items that can be instantaneously delivered.

        Order  entry setup defaults available in the Manager Panel

        Order entry setup defaults available in the Manager Panel

    • 5.2 Applying Coupons from the Manager Panel
      • 5.2.1 Automatic Coupons via Discount Engine

        With this release the Manager Panel has now been equipped to directly apply all automatic discount coupons to a sales order created through the Manager Panel. This is identical to how automatic coupons are applied on the shopping cart when a shopper places an order. If multiple automatic discounts are present, all of them will be applied to the order automatically.

        While creating a new sales order, the method of applying discounts for that order can be chosen by the CSR as ‘Using Discount Engine’ or ‘Manually’. This provides a facility to override the default behavior by CSRs.

        Discounts  applied automatically using discount engine

        Discounts applied automatically using discount engine

        After automated discounts are applied, CSRs still have the option to apply manual coupons for a sales order. He can choose to apply additional line discounts, order discounts, as well as shipping discounts.

        CSR with  option to apply additional discount coupons manually – line discounts

        CSR with option to apply additional discount coupons manually – line discounts

  • 6. MARKETING MODULE

    Release 7.1 has enhanced the Manager Panel Pricing Module significantly. CSRs can assign and manage multiple price lists and markdown price lists for individual SKUs. This provides a very flexible pricing scheme to be deployed for the Manager Panel and web store.

    The option to use Microsoft Dynamics ERP pricing is available as it was earlier, if the merchant wishes to manage pricing within ERP.

    • 6.1 Enhanced Manager Panel Pricing

      With Release 7.1, Manager Panel pricing has been improved via Price Lists and Markdown Lists.

      Price Lists allow you to price a SKU for All Customers, By Price List or By Individual Customers. Price Lists can be assigned to the customers, providing an easy way to organize pricing.

      Assigning a unique price for an individual  customer

      Assigning a unique price for an individual customer

      The unique price assigned to individual Customers or Price Lists would be visible to them on the web store after logging in.

      The Marketing Manager can also assign different prices for different quantities of the SKU or on different dates. This feature can be particularly useful to promote bulk purchases of a particular item. For quantity-based pricing, the price variations would be displayed in the form of a grid, with the prices gradually decreasing for every increase in quantity, thereby incentivizing the customer to buy in larger quantities to save money.

      Quantity-based  pricing

      Quantity-based pricing

      In addition to configuring pricing, the Marketing Manager can also apply markdown prices for single or multiple SKUs, a group of SKUs for individual customers, all customers, or a line item discount group. Markdown prices are different from discounts as they change the unit price for the SKU.

      Markdowns offer a simpler way to manage temporary price changes that you want to offer without touching the base prices configured in Price Lists.

      Markdown  prices can be set through the Manager Panel

      Markdown prices can be set through the Manager Panel

      It is also possible to import both list and markdown prices in the Manager Panel via CSV or Excel files. A sample CSV template has been provided for this purpose in the Manager Panel.

      The option to use Microsoft Dynamics ERP pricing continues to be available within the Manager Panel.

  • 7. ERP INTEGRATIONS

    Continuing its focus on performance enhancements, Release 7.1 has optimized the way inventory quantity and price integrations execute. Given that both of these are operationally critical, these have been optimized to ensure that operational data gets updated quickly and is made available for online shoppers and CSRs. The release also extends the support to integrate all sales order edits made in Microsoft Dynamics AX 2012/2009 and NAV 2013 to the Manager Panel/web store. Whenever a sales order is edited or fulfilled, all updates made in Microsoft Dynamics ERP are made to the Manager Panel sales order as well – this ensures that customers always have access to the latest order copy within the Customer Portal. This is delivered as part of Sales Order 2 Integration.

    Microsoft Dynamics NAV 2013 and Microsoft Dynamics CRM 2013 integrations have been added in Release 7.1 to ensure that latest versions continue to get rapid support.

    • 7.1 Integration Optimization
      • 7.1.1 Performance Improvements in Inventory Quantity and Price Integrations

        Inventory quantity and price integrations have been optimized for large sized catalog and large scale operational updates (in prices or stock). The performance has been improved while querying the price records in Microsoft Dynamics ERP as well as while updating Manager Panel.

        A pagination option has been provided where a batch size of records to be queried can be specified and, based on the size, the integrations run in batches. In addition to reading the ERP records as batches, the integration process also works in a disconnected fashion. This means that the entire batch of records is read in a single ERP database query, and the rest of the processing is done without any read command on the ERP database. This reduces the amount of queries being made on large ERP database tables – leading to performance improvements.

        Similarly, the writing of records in the Manager Panel is also done in batches instead of writing/inserting one record at a time into the Manager Panel database. The continuous insertion process has been replaced with SQLBulkCopy that lets you efficiently bulk insert data from Microsoft Dynamics ERP to the Manager Panel. This reduces the number of insertions and significantly increases performance.

        These performance improvements have been done in Microsoft Dynamics ERP AX 2012/2009 and NAV 2013/2009 and will be incorporated in Microsoft Dynamics GP 2013/2010 in future releases.

    • 7.2 Sales Order (Updates in ERP) Integrated with the Manager Panel

      This release extends the ability for sales order integration from Microsoft Dynamics ERP to the Manager Panel for Microsoft Dynamics AX 2012/2009 and Microsoft Dynamics NAV 2013. This feature is now available for Microsoft Dynamics GP 2013/2010, Microsoft Dynamics NAV 2013/2009 and Microsoft Dynamics AX 2012/2009.

      The feature allows the sales orders created or updated in Microsoft Dynamics ERP to be integrated back to the Manager Panel. Shoppers can see all such orders on the web store via a self–service “My Account”. The business rules are given due consideration while integrating the order from Microsoft Dynamics ERP. Whenever a sales order is edited in Microsoft Dynamics ERP, it is re-integrated so that the updates show up in the Manager Panel as well as the self-service “My Account”. These orders are shown in read-only mode in the Manager Panel/web store, and with the appropriate order status.

      Anytime a sales order is shipped in Microsoft Dynamics ERP, the customer gets an update immediately without waiting for the invoicing process to be completed. Accounting processes (i.e., invoice creation and posting) can happen on their own timeline. This enables an immediate Shipping Email Notification to be sent to the end customers/shoppers without waiting for invoicing to occur.

      These integrations can run in a scheduled mode based on a pre-set frequency.

      Sales  order in Microsoft Dynamics AX 2012

      Sales order in Microsoft Dynamics AX 2012

      Updated or created sales orders are detected  in Integration Manager

      Updated or created sales orders are detected in Integration Manager

      Sales order integrated to the Manager Panel

      Sales order integrated to the Manager Panel

      Sales order modified in Microsoft Dynamics AX 2012 – quantity changed and a new line added

      Sales order modified in Microsoft Dynamics AX 2012 – quantity changed and a new line added

      Updated order  details in the Manager Panel via integration

      Updated order details in the Manager Panel via integration

    • 7.3 Microsoft Dynamics NAV 2013 Integrations with the Manager Panel

      Release 7.1 provides a bi-directional fully integrated interface to Microsoft Dynamics NAV 2013 for Manager Panel transactions. Integrations to Microsoft Dynamics NAV 2013 are implemented through Microsoft Dynamics NAV web services interface.
      This enables zero touch fulfillment with the Manager Panel and Microsoft Dynamics NAV 2013. From the point of the customer placing an order on the web store, to the warehouse picking, packing and shipment, no manual intervention is needed. Automated integrations can be configured at pre-set frequencies. For example, the Manager Panel and Microsoft Dynamics NAV2013 price integration may run twice a day while the Manager Panel and NAV 2013 sales order integration may run every 5 to 10 minutes.

      Features that can be integrated from the Manager Panel to Microsoft Dynamics NAV 2013:

      - Customer integration. - Address integration. - Sales order integration. - Invoice integration. - Payment integration.

      Features that can be integrated from Microsoft Dynamics NAV 2013 to the Manager Panel:

      - Inventory price integration. - Inventory quantity integration. - Customer integration. - Address integration. - Sales order integration. - Catalog integration. - Return order integration.

      The Manager Panel now supports integration with the following versions of Microsoft Dynamics NAV:

      - Microsoft Dynamics NAV 2013. - Microsoft Dynamics NAV 2009.
  • 8. DYNAMICS CRM INTEGRATIONS

    This release adds support for Microsoft Dynamics CRM 2013. New features have been added in Microsoft Dynamics CRM 2013/CRM 2011 integrations that allow contact, accounts, invoices and catalog integrations from Microsoft Dynamics CRM to the Manager Panel.

    • 8.1 Microsoft Dynamics CRM 2013 Integrations with the Manager Panel

      Release 7.1 launches the support for Microsoft Dynamics CRM 2013. This makes the Manager Panel an integrated experience within Microsoft Dynamics CRM 2013 without a second login. Merchants can leverage existing call center/CSR team to service their web store customers as well via additional menu options. A unified environment for customer-facing systems (Microsoft Dynamics CRM 2013 and the Manager Panel) offers synergies across the entire sales and services efforts made by merchants.

      Using Microsoft Dynamics, CSRs can now integrate accounts and contacts from Microsoft Dynamics CRM 2013 to the Manager Panel in real time. The quote activation process within Microsoft Dynamics CRM is now integrated, which allows merchants to prepare quotes and activate them in a seamless process. Invoice and catalog integration from Microsoft Dynamics CRM 2013 to the Manager Panel are also supported for greater efficiency.

      Microsoft Dynamics CRM  2013 orders integrated from the Manager Panel along with other Manager Panel  configurations embedded

      Microsoft Dynamics CRM 2013 orders integrated from the Manager Panel along with other Manager Panel configurations embedded

      Microsoft Dynamics  CRM 2013 Contacts integrated from Manager Panel along with other Manager Panel  configurations embedded

      Microsoft Dynamics CRM 2013 Contacts integrated from Manager Panel along with other Manager Panel configurations embedded

      The following integrations are supported out-of-box for Microsoft Dynamics CRM 2011/2013:

      - Manager Panel Customer to CRM Contact/Account integration – Two way integrations - Address integrations – Two way integrations - Sales Quote Entry/integration – Sales quotes are entered in the Manager Panel and integrated to Microsoft Dynamics CRM in real time. These quotes can be activated via Microsoft Dynamics CRM. - Sales Order Entry/integration – All sales orders are entered in the Manager Panel/web store and integrated to Microsoft Dynamics CRM in real time. - Invoice integration – All Invoices raised in Microsoft Dynamics CRM are integrated to the Manager Panel. - Catalog integration – Item Master in Microsoft Dynamics CRM is integrated to the Manager Panel catalog.
    • 8.2 Support for Integrations from Microsoft Dynamics CRM to the Manager Panel
      • 8.2.1 Contact Integration

        Release 7.1 supports real time contact integrations from Microsoft Dynamics CRM to the Manager Panel whenever a new quote or order is requested. This integration creates a customer in the Manager Panel with access to a self-service portal.

        Either ‘account’ or a ‘contact’ can be configured to map with Manager Panel Customers as shown below. The default installation has the ‘account’ entity selected, but there is an option to change it to ‘contact’ if the business demands it.

        CRM  Manager selects primary entity for customer integration

        CRM Manager selects primary entity for customer integration

        In case of a Microsoft Dynamics CRM ‘Account’ entity, Microsoft Dynamics CRM has a field called ‘Account Number’ which is used for mapping the ‘Customer Number’. But in case of a ‘Contact’, there is no field like ‘Contact Number’; hence, the CRM Manager has to select a ‘Contact’ entity field to hold the value of the Customer Number. For example, he may choose ‘Home Phone’ to get mapped to the ‘Customer Number’ field after contact integrations.

        CRM Manager  creates a contact in Microsoft Dynamics CRM

        CRM Manager creates a contact in Microsoft Dynamics CRM

        Contact  integrated to Manager Panel in real time using Home Phone as the Customer ID

        Contact integrated to Manager Panel in real time using Home Phone as the Customer ID

        Customer Number has to be unique for each contact record for contact integrations to work appropriately.

      • 8.2.2 Account Integration

        The account integrations feature from Microsoft Dynamics CRM to the Manager Panel has been enhanced with this release. Prior to this release, the profile of an account created in Microsoft Dynamics CRM was integrated real time to the Manager Panel anytime a sales order or quote was requested.

        With Release 7.1 the accounts and their addresses created in Microsoft Dynamics CRM flow to the Manager Panel real time without the need of triggering a sales order or sales quote. This scenario was important to perform all customer account maintenance within Microsoft Dynamics CRM.

        Both Manager Panel and Microsoft Dynamics CRM will now be in sync at all times as far as the customer and address masters are concerned.

        Account  created in Microsoft Dynamics CRM

        Account created in Microsoft Dynamics CRM

        Account  integrated to the Manager Panel in real time

        Account integrated to the Manager Panel in real time

      • 8.2.3 Invoice Integration

        Release 7.1 also allows Microsoft Dynamics CRM invoices to flow into the Manager Panel. Invoice integration causes the payment settlement step to execute in case fulfillment is done via Microsoft Dynamics CRM.

        Invoice integration marks these relevant orders in the Manager Panel as ‘Shipped’ and adds a settlement request for online payments. For non CC orders, the Manager Panel offers a feature to capture payments after an invoice has been raised, and these can be captured via credit card or by offline mechanisms such as check.

        When an invoice for a sales order is created in Microsoft Dynamics CRM, the Manager Panel is updated with the same, and it can be authorized and the payment processed through the Manager Panel.

        Invoice for the order is integrated to Microsoft Dynamics  CRM real time

        Invoice for the order generated in Microsoft Dynamics CRM

        Invoice for the order is integrated to Microsoft Dynamics  CRM real time

        Invoice for the order is integrated to Microsoft Dynamics CRM real time

      • 8.2.4 Catalog Integration

        Release 7.1 provides the ability to integrate the catalog real-time from Microsoft Dynamics CRM into the Manager Panel. Considering that Microsoft Dynamics CRM does not have categorization, a default category has been set in the catalog mapping XML file for the purpose of this feature. Similarly, the concept of HTML templates (to generate a HTML web page for a product) does not exist in Microsoft Dynamics CRM; the default template is also provided as a part of catalog integration mapping.

        Manager  Panel configuration for catalog integration from Microsoft Dynamics CRM

        Manager Panel configuration for catalog integration from Microsoft Dynamics CRM

        To create a Product and SKU - A new custom field, ‘Parent Product’, has been created in Microsoft Dynamics CRM which provides the ability to select a parent product under which an item should be added. All children products are created as SKUs within a single parent product. All products that do not have a parent relationship are created both as a Product and SKU in Manager Panel.

        Another custom field ‘available on web store’ has been added on the product page which allows the CRM Manager to determine whether or not the product will be displayed on the web store after successful integration.

        Product  availability and parent product field in Microsoft Dynamics CRM

        Product availability and parent product field in Microsoft Dynamics CRM

        Product created in Microsoft Dynamics CRM integrated to the Manager Panel in real time

        Product created in Microsoft Dynamics CRM integrated to the Manager Panel in real time

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