Here are some of the most common scenarios that can use this integration:
Customer service integration – The Recommendations API integration can be used to provide product recommendations for customers who interact with a call center agent to place catalog orders. At the point of interaction, the call center agent can both upsell and cross-sell items that might be of interest to the user. Note that a mix of recommended items can be included, based on builds of both the FBT and Recommendations build types, to provide meaningful upsell capabilities.
Recommendations in a Microsoft Dynamics AX for Retail online store – In AX 2012 R3, the Retail online store or the Retail online sample store can be extended to use product recommendations. The online sample store is preconfigured to include recommendations-related controls in the Products/Item view. By default, these recommendations currently use the related items for a product and are based on the static configuration when a new product is added to the retail catalog. To use the Recommendations API, you can use custom logic to extend the Generate related products (RetailRelatedProductsJob) batch job that currently computes the various categories of recommendations. Even if you do not use the Retail online store, you can take advantage of a
customization of this type, provided that the Retail channel database is being consumed by your e-commerce front end.
Recommendations in an online store that is based on another e-commerce platform – The Cortana Intelligence services management module is not dependent on Microsoft Dynamics AX for Retail. You can use this module even if you have an online e-commerce site (custom or from another e-commerce vendor). Therefore, you can keep Microsoft Dynamics AX as the system that all other integrations point to. In this way, you can help guarantee that business logic always go through your enterprise resource planning (ERP) application.
Recommendations in emails – The Recommendations API integration can also help you with the challenge of recommend products to users. These recommendations, which are often sent by email, aggregate the history of the user’s purchase and also use the items that are purchased by similar customers. Because you can create and use rich HTML-based email templates in AX 2012 R3, and can also configure those templates so that they are used in a batch-based server setup, you can build a rich scenario around this use case. You can even segment this issue based on customers (top x percent or bottom x percent) and items (place cold items).
Customer service integration – The Recommendations API integration can be used to provide product recommendations for customers who interact with a call center agent to place catalog orders. At the point of interaction, the call center agent can both upsell and cross-sell items that might be of interest to the user. Note that a mix of recommended items can be included, based on builds of both the FBT and Recommendations build types, to provide meaningful upsell capabilities.
Recommendations in a Microsoft Dynamics AX for Retail online store – In AX 2012 R3, the Retail online store or the Retail online sample store can be extended to use product recommendations. The online sample store is preconfigured to include recommendations-related controls in the Products/Item view. By default, these recommendations currently use the related items for a product and are based on the static configuration when a new product is added to the retail catalog. To use the Recommendations API, you can use custom logic to extend the Generate related products (RetailRelatedProductsJob) batch job that currently computes the various categories of recommendations. Even if you do not use the Retail online store, you can take advantage of a
customization of this type, provided that the Retail channel database is being consumed by your e-commerce front end.
Recommendations in an online store that is based on another e-commerce platform – The Cortana Intelligence services management module is not dependent on Microsoft Dynamics AX for Retail. You can use this module even if you have an online e-commerce site (custom or from another e-commerce vendor). Therefore, you can keep Microsoft Dynamics AX as the system that all other integrations point to. In this way, you can help guarantee that business logic always go through your enterprise resource planning (ERP) application.
Recommendations in emails – The Recommendations API integration can also help you with the challenge of recommend products to users. These recommendations, which are often sent by email, aggregate the history of the user’s purchase and also use the items that are purchased by similar customers. Because you can create and use rich HTML-based email templates in AX 2012 R3, and can also configure those templates so that they are used in a batch-based server setup, you can build a rich scenario around this use case. You can even segment this issue based on customers (top x percent or bottom x percent) and items (place cold items).
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