Project Operations and Business Central together make a great ‘Better-Together’ pair for Services Automation which connects all the way from Sales to Billing.  However, from an implementation standpoint, doesn’t it look like a long-shot since there’s no out-of-the-box integration capability available?  Well, that’s where our PO-BC connector comes in and this Quick Start offer makes it a no-brainer for connecting getting up and running on Project Operations connected with Business Central end-to-end.  Let’s see how to do it and what gets configured.   What is the offer about?  First, you can familiarize yourself with the PO-BC Integration module by CloudFronts which connects Project Operations to Business Central for the business transactions between the two systems.  We have mentioned the pricing on the page, however, let me walk you through what’s get setup in this Quick Start –     PO Setup – No Customization  BC Setup – No Customization  PO-BC Integration Setup with Master Data Sync  Custom Reports – Project Profitability, Resource Allocation, AR Report & Invoice Schedule Report  To conclude, given that the above gets setup, you now have an end-to-end Project Operations to Business Central connected environment with our PO-BC connector setup. This helps you not miss another billing and ensures billing excellence.   We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In Microsoft Dynamics 365 Commerce version 10.0.16 and later, Retailers can define multiple modes of delivery that shoppers or sales associates can choose among when they create an order that will be picked up at a store. In this way, organizations can provide multiple pickup options to their shoppers.  For example, many retailers now offer shoppers the choice of in-store pickup or curbside pickup for their orders. Commerce supports the configuration of these different pickup delivery modes. Users can then take advantage of them when they create customer orders in any supported Commerce channel (e-commerce, call center, or store). To use this functionality, turn on the Support for multiple pickup delivery modes feature in the Feature management workspace in Commerce headquarters. After you turn on the feature, additional configuration is required. After you turn on the Support for multiple pickup delivery modes feature, you can define multiple pickup delivery modes in the Pickup mode of delivery grid on the Modes of delivery FastTab on the Customer orders tab of the Commerce parameters page. In store channels, if a customer order for pickup is created through the point of sale (POS) application, the sales associate is prompted to choose among the available pickup delivery modes, if any have been configured. If only one valid pickup delivery mode is available for the channel and item, the sales associate isn’t prompted to select it. Instead, the available pickup delivery mode is automatically applied to the order lines. Hope this helps!

Ability to restrict discount to one or more stores The way this discount works is: If a particular customer buys something from a particular store , only in that case discount is applied. Lets check the setup below All you need to do is enable Match all associated price group button to enable this. And in the price group you need to create a price group for the customer and also for the particular store as you can see below. Such setup will allow only certain customers with student affiliation to get discount at San Francisco store Ability for cashier to remove a periodic discount As a cashier you may come across as scenarios where you will see incorrect system discounts or sometimes the discount amount is so high that it could result in  huge loses. In such cases, this option would be highly useful to remove incorrect or unnecessary discount from a transactions The changes can also be made on HQ but that’s time consuming and its not possible for cashier to make the customers wait while they correct the issue in HQ. Here the Cashier has two options. Remove the discount Add the discount After the discount has been removed, Cashier can add a manual discount percentage and give the correct discount to the customer. Hope this helps

Ability for certain discounts to always apply after all other discounts have been applied This feature gives the ability to cashier to give additional discounts to certain customers even after all the eligible discounts have been applied. For example: A customer has a coupon which cashier wants to apply on a transaction. This coupon discount will be applied on top of the periodic discount which customer is already getting. Store manager wants to give additional discount on top of system discount because he wants to get rid of certain items off the shelf or during mega sale Below the setup for it. As you can see below the exclusive discount is getting applied first and on top of it discount with additional 10% for loyalty is also getting applied Currently this is not enabled by default on the enviornment so you will need to enable it on dev yourself This is behind a flighting flag RetailDiscountConcurrencyAlwaysApplyEnableFeature On the Production enviornment you need to raise a ticket to MS and they can get it done for you Ability for the exclusive threshold discount to compete with the other exclusive non threshold Discounts The way this works is you will have multiple discounts such as threshold discount and non threshold discount. Once this is enabled, you will have threshold discount applying automatically if the total amount reached a specified limit. And the other non threshold discount will not be applied. It will be overridden. Again this discount need to be enabled manually in Dev or you can contact MS and raise a ticket Hope this Helps

Inventory adjustment in POS can be used to account for items which need to be discarded from the store or they need to be adjusted as per the store requirement. Let’s see how a cashier can do that. Below is the setup required to be done in order for this feature to work In the inventory adjustment form you can do following setup to test the feature out Firstly you need to enable inventory adjustment in POS feature from feature management. Then in the permission group you can allow or disallow the auto inventory adjustment In POS you need to add the required button Then you need to create a journal and enter the item and quantity In the end it will go to HQ and depending on whether you have allowed the auto posting you may need to post the adjustment Hope this helps

As of now as a POS user if you want to check the inventory of an Item , you will need to click on the inventory lookup button on homepage and you will have to then enter the item number to display a list of store wise inventory. While this feature is useful, there is a need to check inventory directly from the cart itself. Microsoft has finally made this feature available. However, this will be available from 10.0.19 release. Once this feature becomes operational, you will need to add an ‘Inventory lookup’ button to the button grid. After adding a line to the cart you can select the any line and then click on inventory lookup button to check the stock for that particular item. If you select no lines and click on the inventory look up button you will see an empty form Hope this helps!

This particular error ‘A database error has occurred’ took a very long time to resolve for us as neither us or Microsoft were able to figure out what was causing it. We verified and double checked following to resolve the issue but to no avail. I suggest you to first ensure the below things before you escalate it to Microsoft support team. Validate the created products Make sure product has category assigned. Ensure product is added to store assortment and assortment is published Process the assortment and all the jobs are in applied state If the issue still persists, then its possible the issue is with scheduler sub jobs. Check the InventTable. There should be 1040 job in the scheduled by Tab If its missing then go to 1040 jobs and then scheduler jobs and add Inventtable to it. Hope this helps!

In Retail store you will need to assign address books i.e. One for store staff/employees and the second one for customers. If you fail  to do that then on POS you will not be able to login or see/search for customers The above setup is the ideal for the store to function properly. However, some employees you want to create as customers too. You can do this manually or you can keep it automatic. The meaning of automatics is, you will be able to search for store employees on POS and as soon as you click on their names, a customer with the same employee name will be created in the system. To do this automatically on POS the below setup is required. As you can see ‘Houston’ address book is common in the store Customer address book and Employee address book As a result of this setup, whenever you search for any employee on POS and select it, it will be created as customer in the system. Here, I have searched for Eric who is an employee and his customer ID field is blank as he is an employee. As soon as I click on it, it will create the customer in the system. Hope this helps!

Loyalty programs can help increase customer loyalty by rewarding customers for their interactions with the retailer’s brand. In Dynamics 365 Commerce, you can set up simple or complex loyalty programs that apply across your legal entities in any commerce channel.  You can set up your loyalty program in many ways so that it includes options such as: multiple types of rewards, incentives, earning rules, manual point adjustment. Some customers will also require to setup multiple loyalty cards for every customers. For example as you can see Stuart has 2 loyalty cards associated with his account. The provision to allow customers to have multiple cards is a useful feature but it makes the loyalty card process a bit complex. Complex in a way that loyalty card will not be selected by default hence cashiers will need to be careful and choose a loyalty card during every transaction. If you do not select a loyalty card, then points will not be earned for the customer while making a purchase. To avoid this from happening, what cashier can do is always search for the customers with their loyalty card numbers. This way the loyalty card would be selected automatically while customer is making a purchase. However if the customer does not have the card number handy then the cashier will need to select a loyalty card I hope this helps!

D365 gives us a functionality to assign a record to a group of users which can be archived by using a D365 Team these users then are know as members of that respective team, due to functionality restrictions we cannot send an email to a  D365 team, however there are a few workarounds by which we can achieve this functionality. Lets consider a case. Suppose we have a D365 team called as “Accounts Associates” we have added a set of users in this team. Now if an invoice milestone is in the ready state i.e. “Ready For Invoicing” we need to send a reminder email to this “Accounts Associates” team to take an action regarding the ready invoicing. Solution :- The following case can be achieved by using an Out of the box functionality i.e. By using a distribution list Note :- (we must have an Microsoft Exchange License). Lets Begin with the implementation. Step – 1 Creating a Distribution List Login to your admin center (Link –https://admin.microsoft.com/) In the Admin center  Section of the  Left navigation bar select “Exchange”. Under the “recipients” select “groups”. In the “+ New Microsoft 365 Group” pull down the dropdown and add the distribution list. Add the Display name and the “Alias” and save the Distribution list. Add same users which are present in the teams to this Distribution list. Step – 2 Creating a Queue in D365 Go to “Settings” -> “Service Management” ->” Queues” and click on “+NEW” -> give it a name -> “Save”  A mailbox would be created with the same name that of the queue.   Open the mailbox. The Email address field will be blank, add the Distribution List’s email address created in Step 1.    Step -3 Create a New Team or select an Existing Team. In the Default Queue lookup, select the Queue created in Step 2. Step – 4 Create a Flow which triggers on update of a project contract line milestone i.e. When status is ready for invoicing Flow triggers when Project Contract Line is Updated, Condition Invoice Milestone is Ready for invoicing for which click on the “…” select settings and add the following condition in the trigger sectio Get the Teams ID in this case I have hardcoded the ID as no record was associated with it to retrieve it Get the Teams Details. Get the Default Queue to which the email will be triggered . Send an Email to the Incoming Email of that Queue which is Email ID set on the Distribution list. Note : (We will have to Manually add or remove the users from both the Distribution list and the Teams. i.e. both the team and the distribution list must be sync, if a member is added or removed from the team the same should be done in the distribution list ) Output . Hope this helps.!