The Retail statement functionality in D365F&O is the process that puts everything together and makes sure transactions from POS flows into D365F&O HQ.   If you are using shift-based statements, a statement will be calculated when the shift is closed. Using shift-based closing can be tricky, but I highly recommend doing this! After the statement is … Continue reading Automated statement Posting in D365 Retail (Commerce) →

Many customers use Azure Active Directory (Azure AD) to manage user credentials for those services. In those cases, the customers might want to use the same Azure AD account across applications. Before a store worker can use an Azure AD account to sign in to the POS application, the Azure AD account must be associated … Continue reading Sign in Error on POS because of Azure AD account is not mapped in D365 Commerce (Retail) →

Using the POS screen layout designer is a tedious work and very likely you would not want to do this in every environment over and over again. For this particular task of moving POS screen layouts, here are the steps to follow: In Data Management, Click on Export. Add following entity list  for POS design … Continue reading How to Import and export Layout designs and receipt format of POS in D365 Commerce (Retail) →

If you’re using a Tier-2 sandbox or production environment that has application version 8.1.2.x or later, you must initialize Commerce Scale Unit before you can use retail channel functionality for point of sale (POS) operations that use Retail Server in the cloud. Initialization will deploy a Commerce Scale Unit (cloud). Prerequisites: Deploy a Tier-2 sandbox … Continue reading How to Initialize Commerce Scale Unit (cloud) from LCS in D365 Commerce(Retail) →

At times you will get an error while creating positions for employees such as this: The assignment end date must not be earlier than the assignment start date Here even if you put an Assignment end date you wont be able to create a position because the actual error is on the below form. Once … Continue reading Error while assigning positions to the employees/workers in D365 Commerce(Retail) →

There are two types of POS, or point of sale, applications in Microsoft Dynamics 365 Retail. MPOS and CPOS. Modern POS is basically an App that you can install on your computer and Cloud POS is a browser based version of POS. Those familiar with such POS must have faced issues while activating POS. Considering … Continue reading Issue while activating Retail Cloud POS in D365 Commerce(Retail) →

Warranty feature in Dynamics 365 Retail can be used to either provide standard product warranty at zero price and also to sell extended warranty at a specific price. Warranties can be sold in the retail channel during the initial purchase or for a limited time afterward. For a retailer, providing an warranty can help build … Continue reading Warranty/Product sell at Zero cost in D365 Retail(Commerce) POS →

This topic describes a configuration option that is available for the point of sale (POS) application. This configuration option changes the behaviour     for the selection of a mode of delivery when shipment orders are created in POS. When users create customer shipment orders in POS, they can select a mode of delivery for the shipment. … Continue reading Hide non-carrier delivery modes from the shipping options in POS →

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) →

Some Retailers may want to encourage customers to pay via cash in their Retail stores. This can be made possible by offering discounts to customers if they pay by a Cash mode of payment. In this way, they can help reduce the expense of credit card processing fees. Therefore, retailers might provide discounts to customers … Continue reading Tender-based discounts in Dynamics 365 Commerce(Retail) →