Loyalty management end to end flow in Microsoft Dynamics 365 Retail

Loyalty management end to end flow in Microsoft Dynamics 365 Retail

Simple setups and end to end flow for your perusal

Ensure A Cloud POS Device and register is activated to perform retail/POS sales

Demo data taken from D365Retail

1) Setup loyalty reward points

2) Setup loyalty program

3) Setup loyalty cards

4) Perform a sales in POS for a customer having loyalty card assigned

add the loyalty card in POS

declare tender & close shift

5) run p job in D365FO HQ distribution schedule

6) Use Inquiries- (retail) store transactions

7) View loyalty transactions

8) Check loyalty points on loyalty card