The Store Commerce app is the modern point of sale (POS) experience for Microsoft Dynamics 365 Commerce. It enables businesses to process transactions in-store and manage back-office operations such as inventory and order-proccessing. The app also enables businesses to manage customer relationships with loyalty and clienteling.
Powered by Commerce Scale Unit (CSU), the Store Commerce app provides a complete omni-channel solution. For example, a customer can buy a product online and pick it up in a nearby store, thereby continuing their shopping journey across channels without losing any data.
This article provides an overview of the Store Commerce app capabilities.
Platform
Capability
Description
Documentation
Supplemental content
Omni-channel
Dynamics 365 Commerce delivers a comprehensive omni-channel solution that unifies back-office, in-store, call center, and digital experiences.
The Commerce Scale Unit hosts the headless commerce engine. The headless commerce engine serves as the central point for all commerce business logic and powers a complete omni-channel solution.
Commerce headquarters provides back-office capabilities that enable the configuration of products, employees, business processes, pricing, and other functionality that is required for the business.
The Store Commerce app is the POS experience for Dynamics 365 Commerce. It delivers feature-rich and comprehensive POS capabilities that help sales associates, cashiers, and managers provide superior customer service. In addition, it provides several deployment options to retailers, helps improve performance, and offers improved application lifecycle management (ALM).
The Store Commerce app is supported on multiple device form factors, such as PCs, tablets, and mobile devices. The responsive user interface (UI) enables the layout to automatically be resized and adjust to the screen size.
The screen designer lets you customize screen layouts to meet your business requirements. In addition, themes, layouts, colors, and images can be created based on employee roles, and can then be shared across users for brand consistency and ease of use.
Each store employee can have a dedicated sign-in. Sign-in types include user name, bar code, magnetic stripe reader (MSR), biometrics, and Microsoft Entra ID.
Attendance can be managed by using the Time Clock function. Attendance data can be processed into payroll by using the Dynamics 365 Human Resources app.
In Commerce headquarters, merchandising managers can create products that have variants, attributes, a unit of measure, and so on. They can also define a category hierarchy to organize products.
Use info codes to prompt the cashier to enter information during different actions at the POS, such as item sales, item returns, or customer selection.
Search products by name, and refine searches by using product attributes such as the brand, price, and material. This capability is powered by Azure Cognitive Search.
Rich product details pages can include images, a description, product attributes, and recommended products. Recommendations are powered by the Recommendations Service.
Product compare
Compare multiple products, and help customers choose one and add it to a transaction.
Endless aisle
Easily look up inventory in other stores, and create orders.
Upsell and cross-sell products by using the Recommendations Service. This service uses patented technology to suggest recommendations, based on purchase trends, and characteristics such as newly arrived, similar looks, and bestselling. These recommendations are available on product details pages, the Customer details page, and the Transactions page.
A rich customer details page provides an omni-channel view of the customer's interactions across all channels. These interactions include purchases, wish lists, and loyalty points.
Cloud-powered customer search
Search customers by name, telephone number, email address, loyalty card, address, and so on.
Manage key customers by using a client book, and track activities and notes on the customer profile. Dynamics 365 Customer Insights integration lets store employees get cues about the next best action for each customer.
Pricing managers can set up several types of discounts to run a variety of promotions. These discounts include simple discounts, quantity discounts, threshold discounts, mix and match discounts, tender-based discounts, and shipping discounts.
Pricing managers can set up coupon codes or bar codes, link them to discounts, and distribute them to customers. Sales associates can add coupons to sales transactions or remove them.
The Store Commerce app supports major credit and debit card payments through Adyen Payment Gateway and order fulfillment through PayPal. The Payments SDK allows for external gateway connections that are supported by independent software vendor (ISV) integrations.
The Store Commerce app supports payments through digital wallet payment methods that don't use Bank Identification Number (BIN) ranges as traditional credit and debit cards do. Payment methods can be mapped to digital wallet payments such as Adyen.
Bank Identification Number Dynamics 365 gift card, Stored Value Solutions (SVS), and Givex gift cards. Gift cards can be purchased and redeemed in an order.
The Store Commerce app supports many types of indirect taxes, such as sales tax, value-added tax (VAT), goods and services tax (GST), unit-based fees, and withholding tax.
The Store Commerce app supports intelligent order fulfillment optimization where business strategies can be configured based on the nature of the business, the type of customer, the origin of an order, and the delivery method for an order.
Receive inventory from a vendor via a purchase order, or from another warehouse via a transfer order. Create an inbound purchase order or transfer order request.
The Store Commerce app supports management of cash and other specified tenders in the store. In addition, shift reconciliation in the store can be enabled for advanced cash management capabilities.
Process petty cash transactions in the store, and record income that doesn't come in the traditional way, such as lost-and-found money, the share of revenue from a coffee shop in your lobby, and carpet cleaning services.
Create task lists and tasks, and assign them to stores and employees. Track the status of tasks across stores. Seamless integration with Microsoft Teams is provided.
The peripheral simulator supports testing of scenarios that usually require physical POS peripheral devices. It also includes a POS simulator that can be used to test the compatibility of physical peripheral devices without requiring deployment of the POS client.
Point of sale users can test the connectivity and functionality of peripherals such as printers, payment terminals, and bar code scanners. Health check can also test a POS terminal's network performance and its connectivity to Commerce Scale Unit and Retail Server.
Receipts of various types, such as sales receipts, credit card receipts, gift receipts, and invoices, can be printed by default or after cashier confirmation at checkout. They can also be reprinted from the journal.
Store receipts can be customized so that they show data and layouts that are appropriate to the retailer and transaction type. Receipts can also be extended so that they show custom data that is required by the retailer.
Seamless offline lets you continue to transact even when internet connectivity is limited or unavailable. Data exclusion helps you reduce the data size of the offline databases and maximize performance.
The Offline status dashboard shows the offline status, errors, and details of the data for each device. Therefore, it's easy to manage the status of many devices.
Commerce headquarters solutions can be customized by adding or modifying business processes. Commerce headquarters supports the use of metadata and a code-driven extension model to add custom functionality. It can be easily integrated into external solutions.
The Extensible Omni-channel API framework can be used to customize and add business logic. APIs that have request handlers, and pre-trigger and post-trigger extension patterns.
The Commerce SDK includes the code, code samples, templates, and tools that are required to extend or customize Dynamics 365 Commerce functionality. The SDK is published in different repositories (repos) in GitHub, depending on the extension components.
Store Commerce app can be extended independently by using the POS extension feature of the Commerce SDK. The framework supports customization of the user experience (UX), workflows, and business logic.
Sales reports by staff, register, payment type, returns, product, and so on, are available to store managers. Managers can view these reports, and use them to allocate commission and identify product trends.
Diagnostics
Capability
Description
Documentation
Supplemental content
Operational insights
Store-curated service health reliability and performance metrics are available in the customer's Application Insights subscription. Advanced alerting and monitoring capabilities are available.
Health check
Availability of peripherals that are connected to a POS can be verified by running the health check operation. Individual peripheral issues can then be fixed and verified.
Market-specific features such as fiscal integration, GST, advanced invoicing, and prepayments are supported out of the box. This capability covers several markets in Europe, the Americas, Russia, Asia, Saudi Arabia, and so on.