Dynamics 365 Commerce

Current situation:

At the POS in the SCA during the checkout there is a step called "Do you want to email the receipt?"".

In this step you need to enter your email address and there is also a boolean field that must be switched from “off” (default) to “on” to activate the "receipt per email" function.

However, there are two additional buttons in the step: “Send” and “Don't send”.

Both buttons are active and clickable, regardless of whether the Boolean field is set to “Off” or “On”.

Possible outcomes are:

1. Boolean "Off" + "Send" = no email receipt is sent
2. Boolean "On" + "Send" = email receipt is sent
3. Boolean "Off" + "Don't send" = no email receipt is sent
4. Boolean "On" + "Don't send" = no email receipt is sent

One step is redundant here.

Idea:

Remove boolean field.

Leave the “Send” button inactive as long as no valid email address has been entered.

If a valid email address has been entered then the “Send” button can also be clicked.

A format validation is sufficient to validate the email address - anything@something.TLD

Objective: To enhance the security, efficiency, and customer service of return transactions in cash-and-carry stores by requiring valid customer details (contact number and email) for all return orders.

Feature Description: Implement a feature in the Dynamics 365 Commerce Point of Sale (POS) application that mandates the collection of valid customer details (contact number and email) for all return order transactions in cash-and-carry stores. This feature will ensure that every return transaction is associated with a verified customer, thereby improving the overall return process.

Justification:

1. Customer Verification: Ensures the identity of the customer making the return, reducing the risk of fraudulent returns.
2. Return Tracking: Maintains a detailed record of returns associated with specific customers, aiding in inventory management and return pattern analysis.
3. Enhanced Customer Service: Enables the store to provide better customer service by notifying customers about the status of their return or any issues that may arise.
4. Marketing and Communication: Allows the store to use the collected contact information for marketing purposes, such as sending promotional offers or updates about new products and services.
5. Compliance and Reporting: Helps in complying with legal requirements for collecting customer information for returns, ensuring adherence to consumer protection laws.

Implementation Details:

• Modify the return order workflow in the POS application to include mandatory fields for customer contact number and email.
• Validate the entered customer details to ensure they are in the correct format.
• Store the customer details securely and associate them with the return transaction record.

Impact: This feature will enhance the security and efficiency of return transactions, improve customer service, and provide valuable data for marketing and compliance purposes.

When using a MediaServers created through IIS for all self-hosted environments.

After installing the latest version or any version update, we see that the MediaServer is deleted from the IIS during upgrade. Can you add a way or any workaround to avoid this situation?

The current workaround is to go to each CSU server and manually recreate it, but this is time consuming and isn't very efficient overall.

Considering many business get their product master data into D365 from other PIM-systems, it can sometimes be hard to track the completeness of all your products - especially when you have a lot of them. One thing that can be hard to track is if products have been included in any assortment or not. The reason could be that product(s) are missing a category assignment and wont be included in the processing of the assortment since many businesses create their base assortment to include 'All products' (top node of the commerce hierarchy).

This means that products in-store can sometimes not be sold at that point in time and we only find out which products are faulty at this point too in order to assign a category and re-process the assortment. A view/report similar to 'products by category', but instead 'products without category' or 'non-assortment products' that will clearly filter out any products that do not belong to any assortment or category node in the commerce hierarchy. With this report, businesses could easier be proactive in correcting the faulty products and minimize the risk for lost revenue and bad customer experience in the stores.

DMF doesn't fulfill this as it can't export the ProductsV2 entity with filter criteria "" (or 0) for the Retail Category-field (this only leads to a completed export with 0 records even though there are items that do have a null category assignment). And exporting a full list of released products and comparing a full push of the category assignment-entity doesnt work either when the amount of records are passed 1 million.

Best regards,

Victor

Hi everybody,

We encountered an issue with D365 F&O Retail. Unfortunetly we had to use many mix and match discount and then creating a sale order is long due to discount calculation.

In Retail, there is a flag (Manually calculate multi-line prices and discount) to delay exact price calculation when the order is completed. Unfortunetly this option is common between the call center and the POS. We don't want to delay the calculation for the POS.

Is it then possible to separate the option between the call center and the POS (in fact the functionnality profil of the POS).

It is how it should work according o the first version of the official microsoft documentation on learn site.

Thanks for your support

Currently, the 'Customer on account' module in the eCommerce checkout is not meeting the client requirements and leads to a clunky user experience.

Problems with current state:

1. It is possible to change the amount (the majority of clients is requesting 'all or nothing')
2. It is necessary to apply the amount (The customer only wants to select 'On account')
3. It is necessary to trigger a 'Save' of the payment module infos
4. As the payment module is the last step in the checkout, the customer needs to perform 3 actions at the end of the checkout process, without any additional user input (Apply, Save and Place order).

My suggestion is to make the 'Customer on account' module more user friendly by eliminating the Amount input, the apply and the save functionality. From my experience in commerce projects it is required to 'Select' the Payment method 'On Account'.

A simple radio button, similar to the selection of a delivery mode will fulfil the requirements of all our customers which are using 'On account' as a payment method.

When the receipt print prompt appears, the focus is currently set to the toggle on/off button instead of the "Print" button.

To improve efficiency, it is recommended to set the default focus on the "Print" button. This adjustment will allow the user to press "Enter" to print the receipt automatically, without needing to click the button manually.

Implementing this change will enhance the cashier's performance by streamlining the transaction process and receipt printing.

those operating POS to receive notifications during the process of inventory counting. Specifically, when they scan an item, an alert system could be implemented to inform them if the scanned item is not included in the inventory journal. This feature would enhance the accuracy of inventory management and prevent potential discrepancies between the physical stock and the recorded inventory data.

Currently on POS side, when store staff counted cash (start amount, bank drop, safe drop, declare tender), it only print the amount. There is no report to view the counted qty info of each cash denomination. So when there is difference, they would be able to know which denomination was counted wrong.

And in D365 financial statements, for cash payment method, there is Cash declaration menu, when I click it, in the opened form, I can see cash denomination list, but no qty or amount logged there. Customer is not happy with that. They would like see the counted qty when they try to check the difference amount.

So on POS side, we want the counted qty and amount of each denomination to be printed as well. And can have a report to view those detail info.

On D365 side, we want the Cash declaration form opened from financial statements (both open and posted) to show counted qty and amount of each denomination.

thanks

Alan

In customer's business, we often need to apply discounts to fresh products near their expiry date.

These discounts are applied at the point of sale by overriding the total price for a specific quantity of a product.

However, the current price override operation in Dynamics 365 Commerce only allows us to override the unit price, not the total price for a specific quantity.

This behavior does not align with customer's business process and results in incorrect pricing at the point of sale.

We request a feature that allows the price override operation to apply to the total price of a specific quantity of a product, rather than the unit price.

This feature would greatly improve our pricing flexibility and accuracy at the point of sale.

Example:

If you are selling ginger for 9.95 a kilo, and customer is buying 400 grams, so that's going to be 3.98, so 50% discount on that would be 1.99, so the cashier tries to override the price in the cart to be 1.99, but when he does that, it's the unit's price that's what's overridden, so the price in the cart will be 0.796 which is 1.99*0.4, instead of being 1.99 directly.