Dynamics 365 Commerce

When rocessing a ship to customer order in MPOS, the system will default to the store location as the ship from warehouse.  Regardless of the training, we are facing way too many mistakes and lost sales and unacceptable customer service given human error of bypassing this default.

We are reqeusting that for any shipping order created in MPOS at our stores, that either the ship from location is defaulted as our warehouse location, or a pop up displays for the associate that directs them to choose the appropriate ship from location.

if the incorrect location is used then the order gets stuck and causes customer disappointment and extra work for store and call center agents to fix.

365 should calculate additional shipping per item when item has more than one quantity. This is not happening current state in 365 for our call center order entry

When you click on "Withdrawal," "Deposit," "Initial Balance," "Cash Withdrawal," or "Cash Deposit," the cash drawer opens immediately after clicking the button, without this action being logged. Only then are the amount and receipt recorded or issued. From an audit and traceability perspective, this process is problematic because it allows physical access to cash without prior or accompanying documentation.

Proposed solutions:

(Preferred solution) Adjust the process sequence so that the cash drawer is opened only after another documented step has been completed.

Implement logging of cash drawer openings (time, user, context).

Organizations using Microsoft Dynamics 365 Commerce Content Management System (CMS) require a structured and controlled content publishing process to ensure governance, compliance, and quality assurance.

Currently, the CMS does not provide a built-in approval workflow. Content created or modified by one user can be published without a mandatory review or approval step, forcing organizations to manage approvals outside the system. This creates operational inefficiencies, increases the risk of errors, and weakens governance controls.

We propose introducing a native approval workflow capability within D365 Commerce CMS with the following features:

• Multi-step approval workflows (e.g., Creator → Reviewer → Publisher)
• Ability to assign roles (e.g., Content Creator, Reviewer, Approver)
• Mandatory approval gating before content can be published
• Workflow status tracking (Draft, In Review, Approved, Rejected)
• Audit trail and version history for compliance and traceability
• Optional notifications/alerts for pending approvals
• Configurable workflows to support different business needs

Example Use Case

• User A creates or updates content (Draft)
• User B reviews and approves/rejects (In Review)
• Only approved content can be published to the live site

Business Impact

• Improves content governance and compliance
• Reduces dependency on manual/off-system processes
• Minimizes risk of incorrect or unapproved content going live
• Aligns CMS capabilities with enterprise content management standards

This enhancement would significantly strengthen the CMS capabilities within Dynamics 365 Commerce and better support organizations operating in regulated or large-scale environments.

Right Now:

Capability Evolution (Landmarks)

1. Current State – Role-Based Access

• Users are assigned roles (e.g., content author, editor)
• No enforced approval step before publishing
• Publishing control depends on user permissions only

With most of the customers, it is an issue that they want to capture the credit card payments as soon as the item is shipped or marked as delivered in d365. Currently, there is no way in the d365 to configure whether the payment should be captured at the time of packing slip posting or it should be done on invoicing as most of the time, invoicing is not done frequently especially for the partially shipped/delivered orders.

It would be a nice functionality to provide a configuration in the payment service setup whether to send the payment capture call at the time of packing slip posting or at the time of invoice posting.

Thanks.

We would like to have the Point Of Sale Email Receipt slider switch default to On when Customer Profile prefers emailed receipts. This is to ensure customers get emailed receipts when the Receipt formats Email behavior is set to Prompt user.

We need the Email behavior set to Prompt user so we can print Gift receipts for item load-out as necessary.

When prompted currently, both sliders default to "Off" regardless of the customer's preference.

This request is based on the result of the Microsoft ticket with TrackingID#2602020040010839.

1. Change Description

Enable Cloud POS to support activating and running multiple registers on the same physical device (e.g., a laptop or desktop) simultaneously.

This should allow users to open multiple Cloud POS sessions in parallel - such as in different browser tabs or windows, each session representing a separate register ID, without the system blocking activation due to the device ID constraint.

2. Business Justification

Back‑office and IT operations teams frequently need to validate and test multiple retail configurations, including:

• Different store setups and concepts
• Brand variations
• Price clusters
• Diverse register configurations
• Multi‑store or multi‑channel scenarios

Today, supporting this work requires teams to create and manage multiple virtual machines, each serving as a separate device to bypass Cloud POS register‑per-device restrictions. This creates significant overhead in:

• Environment setup and maintenance
• Time required for testing
• Hardware resource consumption
• Operational flexibility during configuration validation
• Cost

Enabling multiple registers to run on the same device, would dramatically increase productivity. It would streamline testing processes, reduce VM dependencies and improve lead time of delivering changes to production.

We need the ability to offer customer pickup orders for product that we do not house in stores but is available in our warehouses. Order should be taken as a pickup order but then trigger a transfer to the store that will be placed on the stores regular replenishment pallet on the next send to the store

this idea is to improve offsite opportunities. This would allow for us to place orders and take payment for items that are not available at a show.  Allows us to sell and ship any item. This was expressed as a defined need to use CPOS to process payment for outside events. products such as Zettle is not a long term solution and limits us in our ability to do add on's and upsales.  

We would like to have new attributes or fields added in D365 to help with including/excluding items for discounts. Hoping this would be a way to manage discounts at the offer level instead of needing to change the discount flag at the item level.  The new attributes would be Brand and/or Vendor, MAPP, and Sale Prices. Magento has the ability to use these for filtering and managing discounts online but we do not have this capability in D365. This would be a huge time-saver when setting up and activating discount promotions.