Skip to main content

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

by Imran Mahmood
Partner, AXPulse,

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.

Ville Stores has recently implemented a Microsoft Dynamics AX 2012 R3 Retail and POS solution. Now they want to leverage the Customer Loyalty functionality that comes out of box in Dynamics AX 2012 Retail. Ville Stores offer a 2% discount on its specific eye makeup products under a base loyalty program. There are two further tiers (Silver, Gold) in the loyalty program that the customer can qualify for. Customers who qualify for the Silver tier will get a 5% discount on all the eye makeup products, while for Gold tier the discount is 10%.

Let's first take a look at the prerequisites and configuration setup required. The following table presents the various entities that are involved:

Retail Channel

It could be either the Brick and Mortar store, online store or a call center that needs to participate into the loyalty program(s).

Discount and Price Groups

Any discount(s) that will be offered to the loyalty customers need to be setup and assigned to the price group. Price group specifies the price for the retail products that a retail store sells.

Loyalty Payment Method

Setup the payment method of Loyalty type to be used on the POS register when a customer redeems points for the loyalty card. The payment method needs ...

FREE Membership Required to View Full Content:

Joining gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

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