Offline functionality in Modern POS (MPOS) is critical to business continuity and continuous store operations. MPOS must be available whenever needed, and as a result, it is critical that offline mode is provided for the broadest set of scenarios. Generally Offline functionality is not enabled by default. When you create a store, you need to configure it to run MPOS,  You need to enable Support offline functionality from the register level and on store-level ensure that offline profile is selected. After running the appropriate jobs, offline functionality should work with MPOS in case the internet connection goes out. The offline mode should kick in automatically when the connection with retail HQ or internet goes out. Microsoft has extended this functionality by making an improvement to it. Now you have the ability to switch to offline manually prior to signing in to MPOS.  To do this you need to go to an offline profile and enable allow a manual switch to offline Run Register, Channel Configuration and Offline database configuration jobs. Now open the MPOS App and click on the Hamburger icon at the top left of the screen and go to settings Here you get an option to switch to the offline mode if you want to work offline. The advantage of having this manual mode is that if you don’t have to wait for MPOS to decide whether to switch to the offline mode or not. Hence your time is saved. You can make that decision and proceed with offline or online mode. Hope this helps!

As we know, Dynamics 365 Commerce is released in the preview version, So in this blog, we will have a quick explanation upon some important “Authoring Tools” that we may need to Customize our Website.   Once we reach our Dynamics 365 Commerce page, We need to click on the Site that we are going to alter. This will take you to the above page. We can see the “Authoring Tools”  highlighted in red box. The highlighted wordy assets in the red box are the valuables that we will be using to change the webpage. Information regarding the highlighted authoring resources: Pages: These are all the pages that your website will have. It contains everything from login to logout. Every page is justified here with status, last user and last modified. 2. Products: This page has all the products that our D365 Retail online store has inside it. Any change in Retail Online Store products will be reflected here. 3. URL’s: These are URL’s of every Specific Page that you can link with another page. You can discard any page(considering you know its URL) through this authoring tool. Also, if you want to link your website to another page then you can do it from here. 4. Templates: Template is the page design used as a starting point for creating pages of your site. When you add a new page to your website, you need to assign a template for it. When you modify this template, the changes cascade to that respective pages on your site.  5. Fragments: In easy words, we can say this can be the upper & lower part of the website that we are designing. Every fragment that you design can have a fragment.  These are small details that you can keep for your website and can make them reflect on each URL you want to.   6. Assets: It allows you to add all your assets(photos/videos) in a single place. You can reuse them every time on whichever webpage you want. Please note: Every authoring tool has its own specific condition that can be customized as per your needs. Also, this is a preview version. Hence, many more changes are expected in future versions. Hope this helps Dynamics e-Commerce builders 🙂

Customer service, sales, marketing, finance, and operations are the five main pillars of any organization. When you take care of these aspects well, you can easily beat the competition that is out there. Unfortunately, not many companies focus on these elements as they do not know what exactly they need to do to streamline the processes. Dynamics 365 for Finance and Operations is the solution or answer that you are looking for to scale up your business.  This product will help you to stay on top of your toes in addressing issues in finance and operations with ease. Your staff is going to become a lot more efficient when they use this product. Installing and using this software is pretty easy.  Here is how you do data fidelity checker: In this blog, I am going to shed some light on a new feature that is already available in the public preview of Microsoft Dynamics 365 Retail. General availability will be sometime in Oct 2019 The statement posting process is used to account for the transactions that occur in Cloud point of sale (POS) or Modern POS (MPOS). This process uses the distribution schedule to pull a set of POS transactions into the headquarters (HQ) The parameters that are defined on the Retail parameters and Stores pages are used to select the transactions that are pulled into individual statements. A retail transaction consistency checker(Validation checker) identifies and isolates inconsistent transactions before they are picked up by the statement posting process. We faced a lot of issues with statement posting. The process often asks you to run a validate store transaction job but still, the statement won’t post. Raising an MS support ticket is the only way to fix this. I believe data fidelity should make the statement posting process more efficient. Fidelity checker does the following: Data fidelity checker will check the data for omissions and anomalies and only those transactions that pass the validation will be included in the statement process. Validate records, gift cards, tax table Fix the transactions by users who are not in line with the auditing purpose.  Also, currently, the statement posting process first reserves the inventory throughout the day as the transactions are carried out. Which is temporary. Then at the end of the day during the statement posting system removes these reservations for inventory created and then creates sales orders, payment journals, and ledger journals in the system. This process is not very efficient because when all the transactions are processed together at the end of the day, it could result in overloading and failure. To address this in future this process will be removed all together. Which means no temporary inventory job will be created. A new job that will run as per predefined schedule will create sales orders, invoice them, and create, post, and apply for payments. The statement document that gets created at the end of the day will only be used to calculate and post any counting variances.

Customers are looking for experiences when they go for shopping these days. They are not planning to use a particular store if they do not get the best experience. In contrast, if a store is providing the best service, customers are very much interested in visiting that store again. If you want to be a successful retailer, you should plan on using Microsoft Dynamics 365 for Retail Management Solution.  When you use this particular product or software, you are not only going to streamline the process but will provide the best customer experience to your customers apart from improving the retail management. You are going to easily scale up your business high when you use this particular software. Activating/installing POS on a new system is a straight forward process. However what I have noticed on several occasions is that connecting the printer with hardware stations can sometimes take too many efforts than the standard defined process. The standard process should ideally work and should not take too much effort to get the POS to work. However in some cases when the standard process does not work, you need to find a workaround to get the things to work. Here in this article I am going to suggest several ways to get your POS to connect with printer if there are printer/peripherals connectivity issues Reinstall latest Monroe CCO OPOS driver and hardware station Make sure to test the connection. The ping should be successful after installing the hardware station Check printer name in printer settings of your system and also in POS hardware profile in F & O Make sure in OPOS ADK App has printer added to it. If not then right click on POS Printer>Add new device>Select printer>Add New LDN(Printer Model name as defined in the printer settings)   If still there are issues, you can try the below steps  Make RetailHwsUser part of the local administrator group To do that first: Open computer manager by right clicking windows start icon 2. Double click on Administrator group 3. And Add the RetailHwsUser 4. Go to users tab  and assign password to this new user profile(RetailHwsUser) 5.  Login as RetailHwsUser and setup the LDN to the printer/device name 6. Now reinstall the hardware station and restart the computer. After restart if it still does not work, Please reinstall the hardware station once more Now you should be able to pair and print the receipts. Most of the time, this works, however,if these steps still don’t work then please raise it to Microsoft support team.

Maintaining a retail store is not an easy task. You have to take care of several aspects. Unfortunately, not many retailers know how to do it. They struggle to take care of things such as retail store management, providing customer experience and support etc. It is wise to get Microsoft Dynamics 365 for Retail Management Solution if you desire to better the process.  Now, this another product from Microsoft that is aiming at improving the overall performance of your company. Installing and using this software is pretty ease. You might struggle a bit during the initial stages. For example, you might not know things such as POS receipts printing as well as struggle dealing with connectivity issues in Microsoft 365. Here’s everything you need to know how to handle these things. Dynamics 365 for Retail provides mid-market and large retailers with a complete head office and point of sale (POS) solution that includes support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies. Dynamics 365 for Retail supports two types of POS experience: Cloud POS is a browser-based POS that can  be started in any standard browser on Desktops, Laptops, mobile devices. Retail Modern POS (MPOS App) can be used on clients such as PCs and tablets to process sales transactions, customer orders, and daily operations, and to perform inventory management.There are many obvious reasons as to why a retailer would prefer to choose Cloud POS instead of Modern POS: Since CPOS runs in a browser, the application isn’t installed on the device. Instead, the browser accesses the application code from the CPOS server.  Which is why you wont be able to use cloud POS in offline state but these days Internet connectivity is available almost 24/7 so it’s not an issue. A zero-footprint, cloud-hosted solution brings benefits in terms of cost and simplicity. Sales staff can process sales transactions and customer orders, perform clienteling activities, and perform daily operations and inventory management on mobile devices anywhere in the store, and also at PC-based registers. Deployment is easy as no installation is required except for the hardware station which on the main host system. All you need to do is activate the POS. When you change/upgrade your system, all you need to do is re-activate CPOS. You can also set up Hybrid Android app which lets you use CPOS though Android App on any Android phone. One of the advantages of having CPOS is it’s cross platform availability. It can run on any operating system. All it requires is a browser to run.

Hello guys, The two types of point of sale or POS in Microsoft Dynamics 365 for Retail Management Solution are MPOS and CPOS. MPOS is Modern Point of Sale and CPOS is Cloud Point of Sale. There is no offline functionality when it comes to Cloud POS. It has a unique design that allows you to pair it up with the hardware station. The MPOS, on the other hand, is a POS app that one can access with ease on tablets, and PCs. Migrating from MPOS to CPOS is a good option because Cloud POS can run on any platform since the browser accesses the application code from the CPOS server but it can become a time-consuming task if you do not follow the standard process. In this article, I am going to demonstrate how to change/migrate from Modern POS to Cloud POS in Dynamics 365 for Retail. Once you activate Cloud POS you can access POS directly from any web browser. However, you do need to install the Hardware station. Because CPOS runs in a browser, the application isn’t installed on the device. Therefore, CPOS can’t directly access POS hardware or work in an offline state. Step 1: Go to all Retail stores Step 2: Click on the Register for which you want to change from MPOS to CPOS Step 3: Click on the device Step 4: In the application type Select Retail Cloud POS Step 5: Change Activation status to Pending and click on Validate devices for activation. Click Ok for all workers Step 6: Click on Cloud POS URL Step 7: Activate it using HQ user ID and password. Select appropriate store and register that you had activated on HQ which is in pending state. If it’s in activated state then it wont reactivate. Step 8: Next step is to install the Hardware station so you can connect hardware peripherals to your POS. Go to your store and scroll down to Hardware stations. Select shared. In the Hostname field enter the name of your computer(find it in system information of your system) and click on download. Step 9: Run the downloaded file. It may ask you to install OPOS Common control driver from the link. Download the latest one and click next. Step 10: Enter the Retail server URL Step 11: Open IIS then go to SSL certificate Step 12: Double click on Server certificate and click on Create self signed certificate Step 13: Select the SSL certificate Step 14: Use any of the open ports or you can use 9091 Step 15: All the setups are done. Now go back to the POS and click on select hardware station and pair it with the hardware device Hope this helps!

Hi, In this blog I am going to illustrate how to get past the printing issues when you are trying to print Customer order, Quotation etc. Let’s consider a scenario: You are using a POS printer which is connected to your CPOS system. After finishing a transaction you want to print the receipt again from the ‘Show journal’ tab. When you go to show journal and attempt to print a order receipt you get following error Here, you dont need to panic and start troubleshooting the hardware station. The issue may not be with the hardware station but with receipt itself.  The issue is when you attempt to print a receipt from show journal sometimes it displays large receipt format such as the below one. Now this receipt will not print from the POS printer such as Epson and is bound throw an error. Hence you get hardware station error. However there is a way to resolve this. You can switch to a small receipt format by direction keys button located on the bottom right of the page. After switching to a smaller receipt format, you can go ahead and print it easily with POS Printer. Hope this helps!

Today we can find so many kinds of ERP solutions, but not all the software solutions that you find out are the best. But, Dynamics 365 for finance and operations is one of the best ERP solutions for so many reasons. This software will help your finance and operations team to become a lot more effective and efficient. This software comes from Microsoft, which is one of the reputed companies in the world.  This particular software provides so many wonderful features that you will not get when you use any other ERP solutions that you find in the market. This is one of the reasons why it is quite popular. You can streamline the processes in manufacturing, warehousing, transportation, and finance departments by using this software. In this blog, I am going to demonstrate the set up/configuration you are required to do for the first time when you set up the POS on a computer. Whether its CPOS or MPOS, this set up is essential else your POS will not connect to the printer at all. Step 1: Download the printer driver. In this demo, we are using Epson printer. For the Epson printer, you need to download EPSON OPOS ADK from the Epson website. Step 2: Once installed you can open it from the start menu Step 3: Right-click on POS Printer in the devices section and click Add New device. Here you need to add your device Step 4: Mention the name of the printer manually in the Add New LDN box. Make sure the name you mention matches the exact printer name which you have mentioned on HQ. That’s all. You are good to go. Hope this helps!

Microsoft Dynamics 365 for Retail Management Solution is an ERP solution that you need to have in your retail stores. Besides being cost-effective, it is quite flexible and seamless. This system is 100% customer-oriented. Now, this is the main reason why it is considered as the best ERP solution. Since it is one of the best and powerful solutions in the world, a lot of retailers love using it. Microsoft Dynamics 365 for Retail is easy to install and is affordable. Investing in this system will help you to better organize your store besides improving the customer experience. Spending some time in learning this system will help you to use this system efficiently. Here is a quick tip of how you can fix the most common problem. We ran into an error on Dynamics 365 retail POS where at some stores the staff was not able to return particular products. It was giving away the following error message whenever they tried to make a return.  I am going to demonstrate why this error occurs and the resolution to this. The resolution to this issue is very simple. However, the error message does not specifically suggest what is causing this issue. Which is why it can get confusing at times to resolve the issues in MS dynamics 365 retail. In order to resolve this error, you need to go to Retail workers and select the worker who is having this issue and then go to POS permissions  In POS permissions you will have a fields such as Maximum total return amount & Maximum line return amount.  If you mention an amount in these fields then you will have limitations when it comes to returning items on POS. For example, if the mentioned Maximum line return amount is 1500. Then the store personnel would not be able to return goods from customer priced beyond 1500 and that will throw off an error.  If you don’t want to set any limitations then you can leave these fields blanks or as 0.00. Then run staff job and you are good to go. I hope this helps!