Dynamics 365 for Retail is an all-encompassing solution that enables retailers to deliver seamless, unified commerce across multiple channels, from in-store to online. It supports a wide range of business operations, including merchandising, inventory, and channel management, while empowering employees to provide exceptional customer service. With integrated tools for mobility and intelligence, retailers can create personalized shopping experiences and optimize operations through data-driven insights.
From seamless transactions to intelligent insights, Dynamics 365 for Retail can do it all. Here are the top benefits of Dynamics 365 for Retail
From Awareness to Loyalty - Click through the tabs below to discover how D365 for Retail and commerce seamlessly manages buyer interactions across all stages and departments
As a dedicated Dynamics 365 service provider, we empower retail businesses by delivering tailored solutions built on Microsoft Dynamics 365 for Retail. Our expertise in Dynamics 365 enables us to streamline your operations, enhance customer engagement, and drive sustainable growth.
We design solutions that align with your business goals, whether you're a local retailer or a global chain. Our team ensures a seamless integration of Dynamics 365 into your existing retail environment.
From the initial setup to continuous optimization, we provide end-to-end support. Our team is always on hand to ensure smooth operations and resolve any challenges you may encounter.From the initial setup to continuous optimization, we provide end-to-end support. Our team is always on hand to ensure smooth operations and resolve any challenges you may encounter.
With years of experience in the retail sector, we understand the complexities of your industry. Our tailored Dynamics 365 for Retail solutions address your unique challenges and deliver measurable results.
We help you leverage Dynamics 365 to deliver personalized shopping experiences, improve inventory management, and enhance customer service, ensuring your customers leave satisfied and loyal.
We have plans which will meet your needs, and if not we can tweak them around a bit too!
Microsoft Dynamics Retail Management System (RMS) is a comprehensive point-of-sale (POS) solution designed for retail businesses seeking to automate their operations efficiently. It provides tools for processing transactions, managing inventory, and maintaining customer information, making it suitable for both independent retailers and multi-store enterprises. RMS integrates easily with various financial software, facilitating centralized control across multiple locations. The system is customizable to meet specific retail needs and supports essential functions such as inventory management, sales tracking, and customer service. Overall, Microsoft Dynamics RMS aims to enhance productivity and streamline retail processes, thereby optimizing business performance.
Here are the steps to Set Up a Retail Store in Dynamics 365
Click on Retail > Common > Retail channels > Retail stores.
On the Retail stores page, look for the Action Pane, then navigate to the Store tab and click on New.
In the Stores form, fill in the required fields on the General FastTab under the Identification section:
Name: Type a name for the new store.
Store Number: Type a unique ID number for the store.
Legal Entity: Select the legal entity the store belongs to.
Warehouse: Select the corresponding warehouse that you set up.
Sales Tax Group: Select the applicable sales tax group.
Default Customer: Choose a default customer for transactions without a specified customer.
Enter configurations in the POS register section: Select a Functionality Profile to set up POS functionality for all registers. Choose the Offline Profile to define synchronized data between databases. Enable the Inventory Lookup option for POS registers to access inventory.
Set Additional Parameters: Fill out the additional parameters required on the POS section:
Real-time Service Profile: Choose the profile for connecting to the application server.
Channel Profile: Select the channel to connect to Retail Server and hardware.
Select Regional Settings: Under Regional settings, choose the language and currency for the store.
Set Up Email Notifications: In the Email Notification section, select a profile to automate email generation based on events.
Adjust Statement and Closing Options: Go to the Statement/closing FastTab to define options for statement calculations and closing procedures.
Complete Miscellaneous and Financial Settings: On the Miscellaneous FastTab, set operational hours and printing options. Under Financial Dimensions, configure financial tracking for the store.
Save the Configuration: After filling in all necessary information, click Save to complete the store setup process.
Additional Setup Tasks: After saving, carry out additional tasks such as adding the retail store to an organization hierarchy, assigning payment methods, and sending store data to POS registers for further configuration.