Category Archives: Dynamics 365
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. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share … Continue reading Use of shared shift in a store with two or more terminals in D365 for Retail
Let us consider below example as use case We have Plugin that triggers on Update of Contact Table and wanted to retrieve Customer related to Contacts. Customer is Lookup field on Contact Table. Hence here our target entity is Contact. Code – Entity targetEntity = (Entity)context.InputParameters[“Target”]; Guid ContactId = targetEntity.Id; Using the above code … Continue reading C# Code to retrieve lookup value id from target entity in D365 CE.
Introduction: Drop shipment is used when the shipping on the items is done from the vendor directly to the customer without the item coming back home to your warehouse and you delivering them. Steps to achieve the goal: To do so first create sales order and then add field drop shipment which is of boolean … Continue reading How to work with Drop Shipments in Business Central?
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We added a new User in CRM, User has the System Administrator role but still were getting the below error. You do not have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access. We did check User’s SharePoint access and, but it did not work. Solution – … Continue reading [Resolved]You don’t have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access.
Sometimes we may feel the need to copy our data from one Microsoft Dynamics 365 CRM environment into another for scenarios such as moving data from UAT environment to production, copying data from Parent organization to Child, etc. This can be easily achieved by leveraging Tibco Cloud Integration’s simple and no code approach. Following is … Continue reading How to integrate entities from one CRM system to another using Tibco cloud integration
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 … Continue reading Enable multiple pickup delivery modes for customer orders in D365 Retail POS(Commerce )
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 … Continue reading New discount enhancements in D365 Retail POS(Commerce)
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 … Continue reading New discount enhancements in D365 Retail POS(Commerce)
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 … Continue reading Inventory adjustment feature in D365 Retail POS(Commerce)