D365 Finance & Operation

Email POS Receipt configuration in Microsoft D365 Finance and Operations

Requirement:

To prompt POS user to email POS receipt to customer in Microsoft Dynamics 365 Finance and Operations.

Solution:

In Microsoft D365 Finance and operations we have 3 options to configure the emails for POS Receipts,

  1. On Customer level
  2. On Retail and Commerce Level
  3. On Receipt Level

In Order to configure receipt email in Microsoft D365 Finance and Operations make sure following features are enabled from Feature Management (System administration –> Workspaces –> Feature management or Workspaces –> Feature management)

  1. Capture multiple emails and phone numbers and consent for marketing on these contacts
  2. Email receipts from the Journal
  3. Email any receipt type and customize emailed receipts.

Above features are not enabled by default and if the are not enabled, emails from Retail and Commerce will not work and it will not show Email Behavior parameter on POS Receipt as shown below,

Before enabling Features:

After enabling Features:

It shows after enabling features Email behaviour parameter is enable in which we can select with in the below 3 options,

  1. Do not email
  2. Prompt user
  3. Always email

I prefer to have prompt user in order to prompt POS user to send email to customer or not.

Thanks,

Happy Daxing with Rizz 😉

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