Randy Higgins [MSFT] articles

Randy Higgins [MSFT]
Published 
1 min read

Retail Personalized product recommendations 

  Starting Feb 15, 2018 in Dynamics 365 for Retail and Finance & Operations, Retailers shall not be able to display intelligent product recommendations on the point of sale (POS) device any more. (for more information, see Personalized product recommendations). For all Dynamics 365 for Finance and Operations removed or deprecated features, see Removed or
Published 
1 min read

Discontinuation of Dynamics Online Payment Services 

A notice was recently released on the discontinuation of Dynamics Online Payment Services.  Please review this notice using either the PartnerSource and CustomerSource links or the verbatim below:  PartnerSource https://mbs.microsoft.com/partnersource/northamerica/news-events/news/onlinepaymentservdisnotice CustomerSource https://mbs.microsoft.com/customersource/northamerica/news-events/news-events/news/onlinepaymentservdisnotice Discontinuation verbatim: Effective January 1, 2018, Payments Services for Microsoft Dynamics ERP (Payment Services), available with any versions of Microsoft Dynamics AX, Microsoft Dynamics
Published 
2 min read

Retail discount calculations – Performance vs Best price 

With the increased usage of the number of Retail discounts associated to items coupled with the trade agreements and affiliations, the Pricing engine has seen significant performance issues attempting to process the best discount.  This performance degradation increases as more items are added to an order due to the proportionately increasing number of discounts needing to
Published 
1 min read

Retail Discount Concurrency Modes 

When configuring discounts and setting the Discount concurrency mode, you have the option to choose Exclusive, Best price, or Compounded.  The question presented when ringing up POS transactions is which one takes precedence when you have multiple discounts that are applicable to the same sale?  This article will provide you with a brief explanation on the
Published 
3 min read

Sending email receipts from Retail MPOS Transactions (AX 2012) 

MPOS has the ability to send receipt emails in real-time.  This utilizes the RTS to call directly back to AX to send the email at the time of the transaction.  This is unlike EPOS where the posting of the transactions via statement posting process is required before the email can be sent.  EPOS has not
Published 
7 min read

Sales order refunds for credit card payments 

  Processing refunds can be a very simple and easy task, a customer returns an item that they do not want and you refund the money they paid for it right? Unfortunately, it’s not quite that simple as you also need to take into consideration partial returns, taxes, discounts, freight, and restocking fees? There are
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1 min read

Ensure to use the Retail Initialize in all AX companies configured with Retail 

This is a quick article to let you know that when configuring AX and Retail you will need to use Retail Initialize function in all companies that will be using Retail.  The location of the Initialize button is in Retail >> Setup >> Parameters >> Retail parameters >> in the menu bar, click Initialize. When Initialize
Published 
4 min read

Modifying Retail POS permissions and operations 

Applies to: Microsoft Dynamics AX 2012 R3 This article will explain how to link Operations with Permissions and Permissions groups as well as how to enable a Manager override prompt for certain operations. To get started, lets first define each of the 3 entities: Operations – These are the tasks that employees perform at the POS,
Published 
2 min read

Dynamics Online Payment Services – CyberSource sign up 

This article assumes that you have already configured a Microsoft Dynamics Online Payment Service and are ready to choose CyberSource as your payment provider.  If you need additional details on the pre-requisite, download the following document that will walk you through the setup process.     Payment Services – How to set up Credit Card Processing in Microsoft