Category Archives: D365 Retail

Shift/Statement posting error in Microsoft Dynamics 365 For Retail

Rutvik Mehta
Functional consultant
Published on July 1, 2019
Category: D365 Retail

In this blog I am going to  demonstrate how to deal with errors generated during statement posting. At times while you are posting a shift/statement, you may run into number of different errors. You may need to resolve them on your own. However sometimes the error occurs because of a bug as shown in this … Continue reading Shift/Statement posting error in Microsoft Dynamics 365 For Retail

Print pro-forma invoice in Dynamics 365 Finance and Operations

Rutvik Mehta
Functional consultant
Published on June 11, 2019
Category: D365 Finance and Operations

Creating a pro forma invoice on dynamics 365 for finance and operations is a pretty straightforward task. A pro forma invoice is a crucial financial document that people use in businesses. In a nutshell, a pro forma invoice is more or less like an estimate that companies share with their client before sending them the … Continue reading Print pro-forma invoice in Dynamics 365 Finance and Operations

MPOS to CPOS in Dynamics 365 for Retail

Rutvik Mehta
Functional consultant
Published on May 27, 2019
Category: D365 Retail

Hello guys, The two types of point of sale or POS in Microsoft Dynamics 365 for Retail Management Solution are MPOS and CPOS. MPOS means the modern point of sale and CPOS means cloud point of sale. There is no offline functionality when it comes to Cloud POS. It has a unique design that allows … Continue reading MPOS to CPOS in Dynamics 365 for Retail

Error during CPOS/MPOS activation for Microsoft Dynamics 365 for Retail

Rutvik Mehta
Functional consultant
Published on May 9, 2019
Category: D365 Retail

In this blog I am going to show you how to fix an error you get during CPOS/MPOS activation. At times you may get following error : Validation: Failed, Messages: <“Channel has not been published.”>   Solution: Step 1 Go to Channel categories and product attributes. Select your store and in Category hierarchy select channel navigation … Continue reading Error during CPOS/MPOS activation for Microsoft Dynamics 365 for Retail

How to Add a Sales Representative/Associate in Microsoft Dynamics 365 for Retail

Rutvik Mehta
Functional consultant
Published on May 7, 2019
Category: D365 Retail

You may need to add a sales representative/associate while performing a transaction on POS. For this, you need to add the particular worker to sales group and set it up as below. In this blog, I will show you the process: Step 1 Go to Sales and marketing>Commissions>Sales groups Step 2 Click on General>Sales rep Step … Continue reading How to Add a Sales Representative/Associate in Microsoft Dynamics 365 for Retail

Picking and Receiving – Transfer Out for Dynamics 365 Retail POS

Naithika Shetty
Software Engineer
Published on February 21, 2019
Category: D365 Retail

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 … Continue reading Picking and Receiving – Transfer Out for Dynamics 365 Retail POS

Store Code Set up Manual Process In D365 Retail

Naithika Shetty
Software Engineer
Published on February 17, 2019
Category: D365 Retail

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 … Continue reading Store Code Set up Manual Process In D365 Retail

Configuration of Shared shift in Dynamics 365 for Finance and Operations(Retail)

Naithika Shetty
Software Engineer
Published on October 1, 2018
Category: D365 Retail

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 … Continue reading Configuration of Shared shift in Dynamics 365 for Finance and Operations(Retail)

How to use shared shift in a store with two or more terminals in Dynamics 365 for Retail

Naithika Shetty
Software Engineer
Published on September 21, 2018
Category: D365 Retail

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 … Continue reading How to use shared shift in a store with two or more terminals in Dynamics 365 for Retail

D365 Retail POS Customization – Adding Custom Column to Picking and Receiving View

Sohagani Shah
ERP Developer
Published on August 23, 2018
Category: D365 Retail

Introduction: In D365 Retail POS, if you want to customize anything you need Extension Points. Over-layering is completely sealed. So, now if you want add custom columns to your View which is designed using code you can do it using Custom column extension. Each view has its own custom column interface which you can import … Continue reading D365 Retail POS Customization – Adding Custom Column to Picking and Receiving View

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