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Migrating from Retail Modern POS to Cloud POS in Microsoft Dynamics 365 for Retail

by Rutvik Mehta
Functional Consultant, CloudFronts Technologies, CloudFronts Technologies

The Retail Modern Point of Sale (POS) app is well known to many Microsoft Dynamics AX users. Even as Microsoft pivots to Dynamics 365, POS apps have hardly gone away. In fact, users have access to both Retail POS and Cloud POS in Dynamics 365 for Retail. For many organizations, it may simply make the most sense to adopt Cloud POS.

In this article, I am going to demonstrate how to change and migrate from Modern POS to Cloud POS in Dynamics 365 for Retail. Once you activate CPOS you can access POS directly from any web browser. However, you do need to install the Hardware station. Because CPOS runs in a browser, the application isn’t installed on the device. Instead, the browser accesses the application code from the Cloud POS server. Therefore, CPOS can’t directly access POS hardware or work in an offline state.

The process

1) Go to all Retail stores.

2) Click on the Register for which you want to change from MPOS to CPOS.

click_on_the_register.jpg

3) Click on the device.

select_the_device.jpg

4) In the application type select Retail Cloud POS.

select_retail_cloud_pos.jpg

5) Change the activation status to pending and click on "Validate devices for activation." Click Ok for all workers.

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About Rutvik Mehta

Rutvik is a Functional Consultant with CloudFronts Technologies leveraging his expertise in the Dynamics 365 for Finance and Operations department. His constant research and extraordinary coding ability has led him to successfully deliver on several client projects related to D365 deployments. He is currently in charge of an important customer based in Maldives and currently traveling onsite. Rutvik likes reading about technology immensely and is continuously researching about ERP platforms.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) 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 road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success stories here: https://www.cloudfronts.com/customer-success/ and follow us on LinkedIn now https://in.linkedin.com/company/cloudfronts

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