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...
Export/Import of Loyalty points (into adjustment journal)
It would be great to be able to import (and export) loyalty points using a standard data entity of the data management workspace. This entity is currently missing, hence it requires a custom entity in order to be able to import starting balances or if you'd wish to adjust/grant points in one go...
Be able to associate a gift card with a named customer
Be able to associate the retail 1st party gift cards with a named customer. This would enable scenarios when the gift card could be looked up in POS and then used or it could be voided and reissued when lost. Be able to do this in POS and Call center.
Adding items to a customer wishlist from the POS
Could we please have the ability to add products to a customers wishlist from the POS. This should then be visible in the customer wishlist online. Currently wishlists are view only in the POS, but as part of a conversation between a sales associate and a customer we may want to save items for...
Thank you for your feedback.
We are tracking it and if we get more feedback and votes, we would consider it in the future.
Sincerely,
PM,
Microsoft.
Welcome bonus points when joining loyalty program
It would be great if it was possible to configure a welcome bonus (ex. number of points) that the customer automatically received upon signing up to the loyalty program. They would earn these points right away (when they sign up) without having to do any type of transaction to earn them.
Option to limit the customer group display on POS
There should be some option to control which all customer groups are shown while creating customer on POS. Our customers have 10-20 groups, but only 1 or 2 are relevant to retail, This would avoid a lot of human errors.
Customer Search and Creation
With the recently added abilities to search for customers based on email address, name, phone number etc. a common comment is that it is frustrating that the information you have typed in your search does not automatically populate when you create a new customer. Take the following scenario; C...
Loyalty payment should max out at the transaction amount
When a customer has more loyalty points/dollars than the transaction total, the amount should round down to the total of the transaction to not get an error of overtender.
Thank you for reaching out. The standard product always defaults the 'Payment amount' to the 'Amount due' irrespective of the balance available in loyalty. So in case the loyalty balance is more that the amount due, then you should never see the over tender problem. I am guessing it might be resulting due to some rounding issue, but would need more details.
Sincerely,
PM,
Microsoft.
Add field to enter a Sales tax group to use with Customer bases taxes when creating a new Customer in MPOS
Cashiers are creating new customers on the fly in MPOS when customers check out and do not have an account. There is no field to enter the Sales tax group and as such, no tax is being charged on the transaction. The Retail store is configured as Customer based sales tax. Expectation: Sales ta...
Retail consumer rewards redemption for new products
Featuring option to set consumer reward redemptions for new products ONLY might be ideal for the purpose to promote reward redemptions on innovative products rather and/or in addition for conventional gift. Having company policies and/or consumer loyalty point redemption signups for innovative p...
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