D365 Retail Archives -

Tag Archives: D365 Retail

Clienteling in Dynamics 365 Retail (Commerce)

Many retailers, especially high-end specialty retailers, want their sales associates to form long-term relationships with their key customers. The associates are expected to know about these customers’ likes and dislikes, purchase history, product preferences, and important dates, such as anniversaries and birthdays. Associates need a place where they can capture this information and easily find … Continue reading Clienteling in Dynamics 365 Retail (Commerce)

Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce

The Regression suite automation tool (RSAT) is used to reduce the time and cost of UAT (user acceptance testing) of finance and operations.  UAT is typically required before you take a Microsoft application update, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by … Continue reading Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce

Dynamics 365 New Store Commerce App Overview, Setup, and Installation

This blog explains how to configure the Microsoft Dynamics 365 Commerce Store Commerce app and applies to Microsoft Dynamics 365 Commerce version 10.0.25. The Store Commerce app in Dynamics 365 Commerce is the next-generation offering for physical stores. It combines Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) into a single application, … Continue reading Dynamics 365 New Store Commerce App Overview, Setup, and Installation

Error on POS Payment method ” The payment information is either missing information or it is incorrect

In this blog, I will show you how to resolve the below error Popping up on the POS screen while paying through the payment method  Customer Account. The following Screenshot shows the Actual error. Here’s the Solution for the Above error. Step 1: Copy the Customer No (In this case SS-276508) Step 2: Open HQ … Continue reading Error on POS Payment method ” The payment information is either missing information or it is incorrect

Manual statement posting in D365 Commerce (Retail)

In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters … Continue reading Manual statement posting in D365 Commerce (Retail)

Issue in Payment Method in D365 Commerce (Retail) POS

Posted On October 26, 2021 by Hitesh Jingare Posted in Tagged in

In this blog, I am going to showcase how to resolve the issue in Payment Method on Retail POS. When a customer will come to the shop and want to buy an items with a different payment methods like check, currency then getting the above error on the POS. This error occurred because, in the … Continue reading Issue in Payment Method in D365 Commerce (Retail) POS

Use of shared shift in a store with two or more terminals in D365 for 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. 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

Set credit limit automatically for newly created customers in POS in D365 Retail POS(Commerce )

Posted On June 30, 2021 by Rutvik Mehta Posted in Tagged in

For customers created in POS, there is a limitation when it comes to enabling certain parameters for customers. Because those options are not available to the cashier on POS. For example the customers created on POS must have automatic credit limit set to them. So every time a customer is created by a cashier the … Continue reading Set credit limit automatically for newly created customers in POS in D365 Retail POS(Commerce )

New discount enhancements in D365 Retail POS(Commerce)

Posted On June 30, 2021 by Admin Posted in Tagged in

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 feature in D365 Retail POS(Commerce)

Posted On June 30, 2021 by Admin Posted in Tagged in

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)

Secured By miniOrange