Article

How to set up a mobile POS in Microsoft Dynamics 365 for Retail

by Naithika Shetty
Software Engineer, CloudFronts Technologies, CloudFronts Technologies

A mobile POS is a smartphone, tablet, or dedicated wireless device that performs the functions of a cash register or electronic point of sale terminal (ePOS). Mobile point-of-sale  technology has moved the point of sale from a brick-and-mortar location to wherever you need to complete a sale. mPOS solutions let you harness the power of a smartphone or tablet to accept payments on the spot.

In my work with CloudFronts Technologies, I had a chance to put the process of mobile POS setup  with Dynamics 365 Finance and Operations for Retail to the test, working with House of Sonee Sports, the largest sporting goods retailers in Maldives.

CloudFronts consulted and deployed the D365 platform across 15 stores across the Maldives and integrated their 'BigCommerce platform' with D365. Apart from this, the project also included migration from their existing AX 2012 R3 platform to D365FO and Retail on the Microsoft cloud for increasing operational efficiency. Sonee Sports wanted to drive the customer journey from online to in-store and hence they sought to leverage D365 for this digital transformation. This is among the first major retailers in Asia to get equipped with integrated mobile POS solutions. It allowed Sonee Sports to drive a 22.5 percent ROI and receive real time data to improve their efficiency.

In this article, I'll explain the process so that you can do it too.

Step 1: Create a new Register.

Step 2: Set up the following configurations:

  1. Hardware profile
  2. Visual profile
  3. Financial dimensions
  4. Screen layout

screen_layout.png

Step 3: Screen layout

  1. Create a new screen layout
  2. The type for the screen layout will be Modern POS – Compact
  3. Width and height should be set as 480x850 pixels
  4. Button grids can be set based on requirements

button_grids_set_based_on_requirements.png

Step 4: Create device

  1. Select the application type for the device as Retail Cloud POS
  2. Mention the register number

Step 5: Configure the hardware station inside the store setup

  1. Add a new line for mobile device
  2. Select the hardware station type as shared
  3. The host name will be the static IP address of the system

host_name_is_static_ip_address_of_system.png

Step 6: Activation of POS

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Commerce Dynamics 365 Dynamics AX Finance and Operations Mobile Applications Retail Retail POS
About Naithika Shetty

Naithika Shetty is a Software Engineer and works in the Dynamics 365 Retail and F&O department in CloudFronts Technologies. Right from the beginning, she has extensive curiosity and penchant for financial applications and this is the obvious reason why she is carving a niche for herself and contributing to CloudFronts’ D365 Finance and Operations. Apart from these, she is also an independent contributor to several blogs and communities.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology.

Check out our customer success story here - https://www.cloudfronts.com/customer-success/

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