Setting up coupon codes in Microsoft Dynamics 365 for Retail

February 7 2019

I have worked on several Microsoft Dynamics 365 Retail implementation projects, the largest of which so far was for a sporting goods retailer with several stores throughout the South Asia region. D365 for Retail provides mid-market and large retailers with a complete head office and point of sale (POS) solution that includes support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies.

A lot of retailers approach us with requirements related to the setup and application of coupons for retail stores. Because this is such a common request, I have detailed the process. 

Store code and set up the manual process

Step1: Create a barcode mask character for the coupon code:

Step 2: Create a new barcode mask set up. Keep the type set as coupon.

create_a_new_barcode_mask_setup

 Step 3: Create a bar code for the coupon, and assign the mask ID which was created in the 2nd step.

assign_the_mask_id

Step 4: Create a number sequence for the coupon code ID and coupon number.

create_a_number_sequence_for_the_coupon_code_id

create_a_number_sequence_for_the_coupon_number

Step 5: Set the retail parameters for the coupon and assign the mask ID created earlier.

set_parameters_and_assign_the_mask_id

Step 6:  Create a new discount. Mention the discount price, products in lines, price group, valid discount account and enable the required coupon code.

create_a_new_discount

Check the parameters.

price_groups-d365_retail

discounts-d365_retail

Next, set the program to coupon required.

set_coupon_code_required_in_d365_retail

 Step 7: Create a new coupon. Mention the usage limit, usage type, associate discount to the coupon and create a new line for coupon. Activate the coupon. The barcode will be generated--make a note of it.

create_a_new_coupon_with_a_usage_limit

 These are the steps to setup a coupon code in D365 for Retail. Finally, to redeem the coupon, scan the product barcode, which will apply the discount to the product.

Working with D365 for Retail offers many benefits to retailers spanning the physical and e-commerce realms, but success hinges on getting the small steps right—like setting up coupons correctly.

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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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