Steps to Perform Transfer In in Dynamics 365 for Retail on POS Go to Picking and Receiving –> click on + icon and click Transfer In Select the store from where you want to transfer in, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Once the Order is created, the Order will reflect in the store from where the order is requested. Perform the following steps in that store. For example the warehouse. [Products can be shipped from Finance and Operations as well] Select the transfer In order and click the update icon. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the status is changed to shipped the same status will reflect in the store 101 as well. On store 101 User must click on the transfer order and click on update. Click on receive all icon and click on commit icon. This will complete the process.

Steps to Perform Transfer Out on Dynamics 365 for Retail: Go to Picking and Receiving –> click on + icon and click Transfer out. Select the store to which you want to transfer out, Delivery date and mode of delivery. Add or scan all the products and its quantity. Click on + icon to add more products to the transfer order. You can save the products added by clicking on Save icon. The status of the order will be in Draft. You can continue adding products when it is in Draft state by clicking on + icon. Once you are done adding all the products click on commit icon. Once the order is committed the status will change to created and you will not be able to add products. Click on ship all icon to ship the products. This will change the ship now column with values to ship. Then click on commit. This will change the status of the order to shipped. When the store Where the order is shipped to selects on Receive all icon the order will be complete.

Introduction: I have worked on several D365 Retail implementation projects. The largest one being for one of the clients in South Asia who was a sports goods retailer and owned several stores across the region. Just in case any body needs introduction, Dynamics 365 for Retail provides mid-market and large retailers with a complete head office and point of sale (POS) solution that includes support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies. A lot of retailers approach us with the requirements related to the induction of Coupons in Retail stores. It is a set up that is done to provide coupon in Retail stores. For this, I have decided to list down detailed process of the Store code set up Manual. Store Code Set up Manual Process: Step1: Create Barcode Mask Character for Coupon Code: Step 2: Create a New Barcode. Mask set up. Keep the type as Coupon. Step 3: Create Bar Code for Coupon. Assign the Mask ID which was created in step 2. Step 4: Create Number Sequence for Coupon Code ID and Coupon Number. Step 5: Set the Retail Parameters for Coupon. Assign the Mask ID that was created. Step 6:  Create a New Discount. Mention the discount Price, Products in Lines, Price group, Valid Discount Account and enable coupon code required. Step 7: Create a new Coupon. Mention the usage limit, usage type, associate discount to the coupon, Create a new line for coupon. Activate the Coupon. The Barcode will be generated. Make a note of the Barcode.   Next, To Redeem the Store Coupon Code: Scan the product that is under Discount. Scan the Barcode or Manually inter the Barcode. The discount will be applied to the product along with the discount name. Make Payment. This is it! Hope the above information helps! 😊

Issue : Database Sync Error while applying deployable packages or Updates. Usually the Database sync error occurs at step 11:GlobalUpdate script for service model: AOSService on machine: —- Follow the steps to resolve the issue and resume the deployment. In this environment, go to Environment Monitoring –> SQL INSIGHTS –> ACTIONS tab In List of Actions, choose “Drop index” In Parameters, input “I_6640RECID” and “BANKIBANCOUNTRYACCOUNTSTRUCTURE” in Index name & Table name respectively. Choose Execute to drop the index then resume deployment.  

Issue: Void Transaction Appears in show journal in POS for Dynamics 365 for finance and Operations 8.1 When the system is upgraded to dynamics 365 finance and operation version 8.1 the user will observe that all the void transactions appear in Show journal. This bug is resolved as “By Design” means this is the expected behavior to show voided transaction with return button disabled If the voided Transactions are being returned you need to apply the APPMU general application 8.1.2 update and this will resolve the issue! On application of this update the user will not be able to return the voided transaction.  

Introduction: In Dynamics 365 for finance and operations the default decimal point is set up till 2 decimal place. To change the decimal point according to customers wish follow the following steps. Steps: 1. In the development environment run the Visual studio in administration mode. 2. In AOT find the EDT of the field and change the No of Decimals Property to 4-6 depending on the customers requirement. 3. Compile and build the solution. 4. The changes will be visible on Dynamics 365 finance and operations.

Introduction: In this blog article, we will learn how to create Azure DEVOps URL. Steps: 1. Go to visualstudio.com and sign in using Microsoft account.Create a new project 2. Go to Organization settings –> Overview 3. Under organization information you will see a link. Turn off the on toggle and a new link will appear on the screen. Now the VSTS link will be generated. This link itself is dev ops URL.

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Steps to Configure: Go to Retail –> Channel setup –> POS setup –>POS profile –> Hardware profile –> Drawer –>Enable shared shift option. Go to Retail –> Workers–> Select the user and go to retail tab. Go to POS Permission and select the appropriate permission group and assign it to the user. Make sure that the  user must have “Allow manage shared shift and Allow use shared shift” permissions enabled Save the changes Go to Distribution Schedule and run the job for Register and Staff. Note: Only one shared shift can be opened at a time in each store.

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shifts are most typical when mobile devices are used. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Note: Before using shared shift make sure that all the existing shifts at all the POS terminals of the store are closed. Steps: Login with user id at the main MPOS terminal. Open a new shift Now login at all the other terminals of the store Select the option: Resume an Existing Shift Perform Sales and other functions on all the devices End of the day before closingthe shifts Make sure that all the users have logged off from the other terminals except Main MPOS. On the Main POS: Close the shift. Conclusion: Using Shared shift all the transactions done across the store would be captured under one shift. At one particular time only one shift can be shared.

Introduction: Controller class is used to control the report execution as well as pre processing of the report data. The SSRS reporting framework uses this class to modify the report dialog, calling the SQL Server reporting services, as well pre processing parameters for the report. How to do? Create a new class. Open AOT –> Classes Open the class declaration and select on View Code Now write the following code: class SSRSDemoController extends SrsReportRunController { } Create a new method and write the following code: public static client void main(Args args) { //define the new object for controller class SSRSDemoController ssrsDemoController; ssrsDemoController = new SSRSDemoController(); //pass the caller args to the controller ssrsDemoController.parmArgs(args); //set the report name and report design to run ssrsDemoController.parmReportName(ssrsReportStr(SSRSSessionQuery,Design)); //execute the report ssrsDemoController.startOperation(); } Conclusion: Reports that are opened from a form – Controller class is also used when reports are opened fro a form and are needed to show selected records details. Use preRunModifyContract method to achieve this.