15

New customer creation should have default customer price groups

Currently, when you create a new customer in the POS price groups are not defaulted from the default retail customer in the POS until the customers job is ran.  I recommend that price groups should be defaulted upon customer creation from the default retail customer.  Below is an exa...

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1 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

For retail pricing, we recommend using Affiliations instead of the customer price groups because the same affiliation can be used to set up special pricing and discounts, unlike customer price group, which require different groups for setting prices and discounts. Thus, you can associate an affiliation e.g. "Story XYZ customer" to the default customer which will be copied immediately to the newly created customers in POS and hence they will get the special pricing and discounts. 

Sincerely,

Shalabh Jain,

PM, Microsoft.

12

Ability to enter VAT number for customer on creation/update in POS

For retailers in Europe, it is very normal to sell to business via their regulair channels. A business can make purchases and request the paid VAT back in their tax declaration. 

To enable this, the purchase has to be registered on a business customer with a VAT number se...

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1 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
11

Family cards for loyalty

Have the functionality to add family/extra cards for a loyalty member. Adding a family card that uses the same points and tier as the main card. Today you can redeem from another card but the earning and tier level is still per card. Family members needs be be added on the same card as the tier ...

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2 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

9

Loyalty Point Dollar Conversions

Loyalty points are redeemed as a form of payment at stores. Depending on the Loyalty schemes redemption rules a specified number of points equals a certain cash value. The POS does not highlight what the cash value of the points are when looking up a customer's loyalty point balance. This woul...

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3 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
7

Redemption Rule Minimum Treshold

When configuring and applying the Loyalty scheme, the system does not take into account a minimum treshold when redeeming earned loyalty points. Instead, it takes the ratio between the points and the currency. For example, let's say you define that 1000 reward points gives you $10. EXPECTED RES...

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1 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

7

The use of coupons as a loyalty redeem functionality

A common practise is that customers earns a value check or coupon from being a loyalty member, they earn a certain amount of points and they get converted to a coupon. At the time of sale the cashier can see the open coupons when adding the customer and when the coupon expire. A functionality to...

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1 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

6

Inactivate/ Hide Affiliations

Today, you cannot inactivate or a hide an affiliation from being visible in the POS. Retailers occasionally want to expire or retire affiliations so they are no longer added to customer records in the POS. A toggle field that allows to hide or inactivate an affiliation so that is not visible i...

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0 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 10.0.0. You can now mark an affiliation as "Hide in channels" which will hide such affiliations, however, if you create a special pricing or discount for such affiliations, then they will still be applied on the customers who are associated to such affiliations. Another use case of this feature is that, there are some affiliations which should not be shown to the customer or cashiers should not be allowed to add themselves to avoid fraud scenarios.

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/set-up-customer-loyalty-program

 

Sincerely,

Shalabh Jain,

Microsoft.

5

Reduce Duplicate Customer Records, etc. in CPOS/MPOS t

As a retailer, the ability in CPOS/MPOS to: 1. automatically check for duplicate Customer records - matching customer name, mobile/cell number and/or email when adding a Customer to a Sale in CPOS/MPOS; and 2. suggest to use existing or merge existing Customers when adding a Customer to a Sale in...

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0 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator
Thanks for your feedback. We will continue to review this for consideration/prioritization within our product backlog.   Holly Haines - Principal Program Manager
4

Loyalty and trends around loyalty - discussion/feedback

This is just a general discussion around the loyalty system in D365FO. As I have now been doing several integrations to other loyalty systems here in Norway, I find the loyalty system in D365FO is not following the general trend here. The focus is still on accumulating points and using that as a...

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0 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

3

Customer Phone Number for Receipts

The client wants customer phone numbers on their receipts for Special Orders. The reason for this is so when the order is ready for pickup they can call them up from the receipt and not have to dig for a number.

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0 Comments

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Category: Customers and Loyalty (15)

STATUS DETAILS
Under Review