Dynamics Community Forum Thread Details

Method to automate loyalty line for other activities in royalty card.

In royalty scheme, there are earning rule which can define other activity type.

To get the loyalty point from other activity like sign up user have to manually key in the information in the path

below:

retail and commerce>retail and commerce IT> Loyalty > Loyalty lines for other activity.

Can this process be automate?

Hello,

It's for sure available in higher version AX365 to automate adding Loyalty points for other operations then sales.

You may find more information about it in link to docs attached bellow:

https://docs.microsoft.com/en-us/dynamics365/commerce/set-up-customer-loyalty-program

Many retailers award loyalty points only based on the sales transactions, but the more customer-centric retailers want to reward their customers for any of their engagement activity with their brand. For example, they want to provide rewards for completing an online survey, visiting a store, liking the retailers on Facebook, or tweeting about the retailer. To do this, the retailer can define any number of "Other activity type" and define the corresponding earning rules for these activities. There is also an exposed Commerce Scale Unit API "PostNonTransactionalActivityLoyaltyPoints" that can be called when an activity is identified that should reward the customer with loyalty points. This API expects the Loyalty card ID, Channel ID, and the Other Activity Type ID, so that the customer who should be rewarded can be located and the earning rule for the activity can be identified.

Awarding points for non-transaction activities generally has two major steps:

Realizing an activity has occurred that should be rewarded.
Rewarding the appropriate points.

The first step is external to Commerce, such as tweeting about the brand or liking the brand on Facebook. After this activity has been recognized, the retailers can call the above-mentioned Commerce Scale Unit API and award loyalty points in real time. In such scenarios, there is no need for a review step because an activity has occurred and corresponding points should be awarded. However, there are scenarios where the retailer would want to review the records prior to awarding the points. For example, the retailer has set up a workshop in the store for which the customers sign up on the ecommerce website or any other event registering application. However, only the attending customers should earn loyalty points. For such scenarios, in the 10.0 release, we introduced a data entity named Retail loyalty other activity type lines. This data entity enables the retailers to use either Data Import/Export Framework (DIXF) or OData API to record the activities that should award customers with loyalty points. The data entity stores the activities in a journal named Loyalty lines for other activities, which can be used for review and modification purposes. After the data has been reviewed, the IT user can either manually post the activity lines or run a job named Process other activity type for loyalty lines, which will post all the unposted activity lines and award the points to the customers based on the earning rules. In the above scenario, the event registration application would call OData API to send the customer information to Commerce. However, the IT user can post the activity lines for only those customers who attended the workshop and delete the activity lines for the other customers.

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