How to configure retail customer loyalty features of Microsoft Dynamics AX 2012 R3

October 20 2014

In this article we will explore how the Customer Loyalty functionality works in Microsoft Dynamics AX 2012 R3. For the purposes of this article, we will discuss a hypothetical company, Ville Stores, a retailer that deals in beauty products.

About Imran Mahmood

I am an ERP expert, entrepreneur, MCT, project and program management professional with a strong track record in delivering market penetration, business growth and turn-around projects with almost 10 years of experience across a broad range of industries and business dynamics. Strong experience in designing, developing and managing short and long term projects on the Dynamics AX platform using the standard Microsoft development processes and methodologies. I was also part of Microsoft GFM (Global Financial Management) and Public Sector teams for Dynamics AX 2009 and AX 2012 releases.

My specialties are: 

  • Solution Delivery and Enterprise Project Management 
  • MS Dynamics AX Implementation and Customization (AX2009, AX2012)
  • MS Dynamics AX Retail and Public Sector Solutions (AX2012)
  • MS Dynamics AX Installation, Deployment and Configuration (AX2009, AX2012)
  • MS Dynamics AX Data Migration and Upgrade
  • MS Dynamics Sure Step Methodology
  • Offshore Application Development

More about Imran Mahmood


Emmel's picture

How can a call center participate in the loyalty program? It seems CallCenter cannot accept loyalty points as a payment method and there is no place where the card ID could be registered by sales...

imranaxp's picture

The call center can participate like any other retail channel in loyalty program. You can setup payment methods for a call center, on the call centers list page, check payment methods on Setup tab.

Emmel's picture

Yes, you can define payment mean of type Card. But if you try to associate previously created loyalty card, you get an error message, because the validation in Data dictionary\Tables\RetailStoreTenderTypeCardTable\ValidateWrite does not allow cards of type loyalty to be associated with channel of type CallCenter. Further, it is not possible to input the loyalty card number on sales order level in AX and therefore it is not possible to collect loyalty points.