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Loyalty Issues

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Posted on by CU05060640-0

1. A little guidance on setting up date intervals for the loyalty programs.

2. How is the customer under a current tier - Silver is upgraded to gold tier? Do we need to have different loyalty programs for different tiers?

3. Why does the POS operation - Add/Remove affiliation for customer don't work?

4. If we accrue points to a non-redeemable reward point than how can those points be redeemed? Or do we need to configure a redeemable reward point as well running in parallel in sync?

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Dynamics 365 Commerce

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CU12090927-0 4 on at

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To manage loyalty programs effectively: myAARPMedicare

Date intervals define the time span for tier qualification—set them to track customer activity over periods like 12 months.

Tier upgrades (e.g., Silver to Gold) are handled via tier rules within a single loyalty program; no need for separate programs per tier.

POS affiliation issues may stem from missing configurations or sync errors—verify setup in HQ and ensure real-time sync is enabled.

Non-redeemable points can't be used directly; configure a parallel redeemable reward point scheme to convert or sync earned points for redemption.

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CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

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Hi,

Sharing the response point wise;

1. A little guidance on setting up date intervals for the loyalty programs.

In Dynamics 365 Commerce, date intervals define the validity period for loyalty tiers and rewards. This setup ensures that customers' loyalty statuses and associated benefits are time-bound.
Steps to Configure Date Intervals:

Navigate to Retail and Commerce > Customers > Loyalty > Loyalty programs.

Select or create a loyalty program.

Under the Program tiers section, add a new tier (e.g., Silver, Gold).

In the Date interval field, specify the start and end dates for the tier's validity.

https://learn.microsoft.com/en-us/dynamics365/commerce/tasks/define-loyalty-programs

2. How is the customer under a current tier - Silver is upgraded to gold tier? Do we need to have different loyalty programs for different tiers?

Based on the batch process and setup done in Tier rules of Loyalty program, it updates the Tier for the customer (no need to create separate loyalty program for different tiers)

3. Why does the POS operation - Add/Remove affiliation for customer don't work?

Please tell what is not working?

4. If we accrue points to a non-redeemable reward point than how can those points be redeemed? Or do we need to configure a redeemable reward point as well running in parallel in sync?

https://learn.microsoft.com/en-us/dynamics365/commerce/tasks/define-loyalty-schemes

Non-redeemable reward points are typically used for earning purposes and cannot be directly redeemed. To facilitate redemption, you would need to set up redeemable reward points alongside non-redeemable ones.
Approach:

Define Redeemable Reward Points: Create a separate reward point ID for redeemable points.

Configure Loyalty Schemes: Associate both non-redeemable and redeemable reward points with appropriate loyalty schemes.

Manage Redemptions: Ensure that redemption rules are set up to allow customers to redeem their points as per the defined criteria.

In this Loyalty scheme, reward point Id (loyalty rewards is redeemable, other twos are non-redeemable but useful in determination of tier rules which is also important).

Regards,
Neeraj Kumar

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CU05060640-0 20 on at

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Thanks experts @CA Neeraj Kumar, @CU12090927-0 for sharing useful information and helping me learn. I will try the recommended steps to see if it helps.

We have out of the box POS operations like Add Affiliation, Add affiliation from list, Add affiliation to customer and Remove affiliation from customer.

Add affiliation button would need a parameter to work. But the others don't. I can view the affiliations configured when I use the add affiliation from list which means the HQ configurations are properly synced to the channel DB.

Scenario wise - if I create a customer from POS and try to add an affiliation to it using the POS operation Add affiliation to customer, I get an error as below:

But If I map the loyalty program to the default customer it works but is not a recommended way since the business has customers who do not wish to participate in the loyalty programs.

Any possible insights into this will help.

Thanks in advance.

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CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

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Hi,

As per my understanding, if you want to update the affiliation, it can done later at HQ (D365FO Screen), as during creation of customer from POS the behaviour is same as you mentioned.

Regards,

Neeraj Kumar

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