Expand your Practice

with
Intelligent Order Management

Lili Lau – Sr. Product Marketing Manager, Dynamics 365 Intelligent Order Management
Lachlan Cash – Principal R&D Solution Architect, Dynamics 365 Operations
Paul Wu – Principal Group Engineering Manager, Dynamics 365 Operations
Ginny Hoban – Sr. Product Marketing Manager, Dynamics 365 Unified Operations
Expand your 1. Market drivers & Solution Overview
Practice with ▪ Market Drivers
Intelligent Order ▪ Solution Overview
Management ▪ Solution Positioning
▪ High-level Product Overview
Agenda
2. Technical Product Overview
▪ The Product Why: A central order channel that connects with
common platforms and solves new business models (D2C case)
▪ Reference Architecture
▪ Demo: End-to-end flow

3. Partner Resources

▪ Product and Sales Play Assets for Partners

▪ Partner Virtual Workshop in October

Market Drivers
& Solution Overview
Key market drivers
Growing demand Adoption of an Most important
for two days intelligent composable aspects of supply chain
or faster delivery approach agility for retailers

Being able to quickly plan and adapt

based on demand 58%

75% 80%
Increasing the use of machine learning
and AI to drive process automation 56%

Enabling the most cost-efficient

fulfillment options 52%

According to McKinsey & Company, 75% of According to Gartner®, by 2023, organizations According to Forrester, the most important
apparel, hard goods, and specialty retailers intend that have adopted an intelligent composable aspects of supply chain agility for retailers include
to build out network capabilities that offer two approach will outpace competition by 80% in the being able to quickly plan and adapt based on
day or faster delivery times by 2022. speed of new feature implementation. demand, increasing the use of machine learning
and AI to drive automation, and being cost
effective.

McKinsey & Company, Retail’s need for speed: Unlocking value in omnichannel Gartner, Composable Commerce Must Be Adopted for the Future of Forrester, The Digital Commerce Imperative. A Forrester Consulting Thought
delivery, September 2021. Applications, June 2020. Leadership Paper Commissioned By Microsoft. January 2021.

GARTNER is a registered trademark and service mark of the Gartner Inc., in the U.S. and internationally and is used herein wi th permission. All rights reserved. Charts/graphics created by Microsoft based on Gartner research. Source: Gartner, Inc., Compo sable
Commerce Must Be Adopted for the Future of Applications, Mike Lowndes, Sandy Shen, Refreshed 25 August 2021, Published 18 June 2020.
Microsoft Dynamics 365 Intelligent Order Management
Meet your customers’ growing digital commerce needs and scale faster with the latest fulfillment methods.

Pre-built-in connectors

Real-time visibility and insights Modern open platform Intelligent fulfillment

Actionable fulfilment insights Pre-built platform connectors Event driven orchestration

Omnichannel inventory data Existing enterprise system integration AI & rules-based fulfillment

Cross-organization single order view No-limit cloud scalability Streamlined return management
Solution positioning

Targets Sales Plays & Use Cases Key scenarios

• Mid-size to Build a Resilient Connected • Order flows from

enterprise Supply Chain Commerce Dynamics 365
organizations. applications like
Intelligent fulfillment Agile supply chain Enhance Operations Commerce, Sales or any
• Retail distribution, non-Dynamics 365
(Order Management) (Control Tower) and Fulfillment
consumer Decision maker: application to any
Decision maker: Decision maker:
packaged goods, CSCO/COO CSCO/COO COO/CSO fulfillment system or
and manufacturers. warehouse
management system.
• Sells direct-to-
consumer. • Capture orders from any
system, fulfilled in-store,
• Requires
omnichannel order via 3PLs, Lockers and
Hero Product: Hero Product: Hero Product:
delivery carriers (parcel,
management Intelligent Order Intelligent Order Intelligent Order
Management Management Management freight).
solution.

• Seeking the latest • Adapt faster to evolving

eCommerce landscape
fulfillment methods
like BOPIS. of B2B, B2B2C, and D2C.
Intelligent Order Management
High level overview

Intelligent Order Management

Order Order Fulfillment

capture action delivery
connectors connectors connectors

Journey orchestration designer

drag and drop tools
EDI

AI & ML-driven Real-time

fulfillment optimization inventory visibility

Microsoft Power Platform

Power
Dataverse Automate Power BI AI Builder

Microsoft Azure
Intelligent Order Management
Technical Product Overview
Intelligent Order Management - Evolution
Intelligent Order Management

Multiple Order Sources Multiple Fulfillment Paths

Order Order Order
Capture Orchestration Fulfillment

Dataverse – (CDS)

Common Event Service

System interaction & Data Flow

E-Commerce or other Microsoft Dynamics 365 Intelligent Order Management Fulfillment or logistics
order service (Customer Instance) service

Connector Connector

Events

Events
(Provider Orchestration (Provider
Actions) Actions)

Power Automate

Dataverse

Customer IOM Application External Service

• Deploys the IOM application • Events from messages received from • Has API framework that can be
• Signs up for external service connectors raise events. called like a REST API post/response
• Events are handled in IOM orchestration • Messages send via API will be
• Configure IOM
Provider/connectors in their • Actions from Provider trigger events to translated in the IOM
send messages to external service Provider/Connector mapping.
application instance
customer is using.
Principles

Leverage the Enable extensibility Design for

Power Platform scale
Architecture concepts
Data Pipeline Orchestration Engine Insights

Power Apps

Data Integration Services Orchestration Services

Power Query Online Orchestration Compiler Power BI AI Builder

Power Automate

Dataverse

Azure
What is a Provider?
Provider Definition

Provider Instances

Power Automates Data Transformations

Actions & Event Handlers Power Query Online

Connectors Business Events

Service API Wrapper
Activate Providers
Orchestration integration
Create multiple instances of a
Definition by supplying new
Connections and Parameters

Connections Parameters
Connector Credentials Instance configurations
Intelligent Order Management – Possible Models
1 st and 3rd Party commerce EDI
Allow orders to flow to fulfillment systems Support common retail, distribution channels
B2C, B2B, D2C. models that require order communication over EDI

Retail and Social Marketplaces External fulfillment

Allow orders to flow to fulfillment systems,
Allow orders to flow to fulfillment systems
3PLs, deliver carriers (parcel, freight,
delivery). Lockers

1 st and 3rd CRM-Sales applications Hub and Spoke

Allow orders to flow to fulfillment systems Allow D65 to pass orders through to
corporate ERP system.

Applications Multi-Instance
Allow companies that have instances of D365 to
Allow orders to flow to fulfillment systems
exchange intercompany orders e.g. corp in US
manufacturing in China.

Store applications Legacy ERP fulfillment

Use 3rd party store systems as fulfillment Allow orders to be aggregated from legacy
locations system to fulfillment

Drop ship-External sourcing Small business applications

Pass orders through to supplier systems for Communication to Microsoft and external
drop, ship, purchase, manufacture, small business applications.
customer order
 Fraud Sales
Protection Marketing

Customer
Finance
Service

Business Customer
Central Voice

Human Field
Resources Service

Customer
Commerce
Insights

Intelligent Order Connected

Management Store

Supply Chain
Guides
Management

Project Product
Operations Visualize
Remote
Assist
Partner Resources
Partner Resources

Visit the Dynamics 365 Partner Hub

Intelligent Order Management page for:
▪ Pitch Decks
▪ Latest Blog Posts
▪ Readiness resources
▪ Go to Market resources
▪ FAQ Document

Visit and Bookmark:

aka.ms/Partner-intelligent-order-
management
Prepare your Pitch
Pitch Decks
with Sales Plays
Partner Opportunity

Sales Plays are streamlined go-to-market content

that align the co-sell motion between Partners and
Microsoft Field sellers.

For each Sales Play, we provide assets to enable you

to activate this opportunity with your customers.

▪ To-Partner Assets: Resources to help you and

your team understand the practice opportunity
and skill your sales team Sales Play Card Partner Evidence

▪ Thru-Partner Assets: Resources to accelerate your

time to market, including BDM and TDM pitch
decks and prospecting resources

Visit the Sales Play pages on the Dynamics 365

Partner Hub:
▪ Build a Resilient Supply Chain

▪ Connected Commerce
Partner Sandbox Environments
Learn, develop, test and demo end-to-end scenarios at a discounted price

Grow your business with Dynamics 365 environments

specifically designed for partners
• Take advantage of Microsoft-managed, non-production environments designed specifically for
partners to purchase at a discount.
• Use these fully supported non-production environments to learn, test, and deliver end-to-end
customer demos of your solutions.
• Leverage tenant-based discounted SKUs that are strictly meant for use only on the partners’ tenant.

Differentiate your practice with cost-effective access

to the Dynamics 365 portfolio
Learn
Improve your team's skills with hands-on learning within the Dynamics 365 products. Access to the
sand box environments enables deeper knowledge of the products so your team can develop
effective customizations and customer demos.

Dev/Test
Build custom solutions and perform testing in a non-production sandbox environment. The
SKUs allow you the flexibility to build just as you would for your customer and complete the
necessary testing. All of this happens in your tenant.
View SKUs and complete your request:
Customer Demos https://experience.dynamics.com/requestlicense/
Differentiate your services by creating and delivering end-to-end customer demos with your
own solutions. You have the flexibility to determine which SKUs you need. You can add SKUs
as you evolve your practice and the scenarios you serve.
Next Steps
Register for Getting Started Partner Workshop
October 26th, 8:00 – 11:00 AM PT
Link to Register: aka.ms/DYNA019EXT-Registration

Partner Workshop: Getting Started with Dynamics 365 Intelligent Order

Management
In this workshop, we’ll walk through how you can get started with the
Intelligent Order Management application including:
▪ Procuring and provisioning an environment you can use to learn and
demo to customers.
▪ Application concepts for configuration of end-to-end order flows
between systems.
▪ Walk through of setting up end-to-end flow using e-commerce and
sample connectors.
▪ Key application architecture and development concepts for extending
the application.
Q&A
Thank You
Intelligent connectors