Dynamics 365 Commerce

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.

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 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.

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

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

To support business operations and enhance accessibility for users—particularly those primarily working on mobile devices—we would like to propose the integration of Microsoft Teams add-ins with the Power Apps mobile platform.

I would like to suggest that initial loyalty balances can be imported into the system without customization, right now the initial balances can't be imported directly into the system, they are in the posted status but not being reflected in the loyalty adjustments, for now creating a custom entity seems to be the most viable solution.

Description:

Currently, the POS system does not mark receipts as "Duplicate" or indicate the reprint date and time when a customer requests a receipt reprint. This leads to confusion for cashiers and store staff, as they cannot differentiate between an original and a duplicate receipt.

Problem Statement:

• Customers frequently request receipt reprints, but the system does not log or flag these reprinted receipts.
• There is no available feature in the Store Commerce App Receipt Designer to display the reprint date and time.
• Store staff need a clear way to identify whether a receipt is original or a duplicate, ensuring accuracy in record-keeping and preventing misuse.

Proposed Solution:

• Implement a "Duplicate Receipt" flag on reprinted receipts.
• Add the date and time of reprint on the receipt.
• Enhance the Store Commerce App Receipt Designer to include these details.
• Ensure the cashier and store staff can easily differentiate between original and reprinted receipts.

Business Impact:

• Improves transparency in transactions.
• Reduces disputes related to duplicate receipts.
• Enhances operational efficiency for store staff and cashiers.

This is a much-needed enhancement for retail operations, and we strongly recommend Microsoft to consider implementing this feature.

On B2B eCommerce, the display invoices view does not display credit orders (invoices with negative amount), it only shows the debit orders (invoices with positive amounts). 

This is misleading information for the customer and causes additional questions and workload for the customer service team.

Back with release 10.0.35 both debits and credits were excluded from the invoice page in Ecom. Since 10.0.38 only debits are displayed on the Ecom invoice page; credits are not displayed.

We either need to show debit and credit orders or none of them.