D365 VM Retail Setup
and Installation
1.
Navigate to Retail and
commerce > Channels > Channel deployment.
2.
On the Channel
deployment page, click the Registers
tile.
3.
On the Registers page,
select Houston-3.
4.
On the page for the register, under General, verify that the Support
offline option is set to No. If
you want to have offline functionality, then you can enable it.
5.
Now navigate to Retail
and commerce > Channels > Channel deployment.
6.
On the Channel
deployment page, click the Devices
tile.
7.
Select Houston-3
as your device.
8.
At the select Download
button and select Configuration file.
***The browsers
might block the download pop-up that is generated. You must select either Allow once or Options for this site > Always allow. Then, while the device is
still selected, click Download again.
9.
Save the Configuration
file on the desktop.
10. Next, download Retail Modern POS.
11. Instead of saving the file
we can go ahead and click Run.
12. Once the application
successfully installed we need to copy the Configuration
file to the newly created folder.
13. Copy Configuration file you saved on your desktop.
14. Open file explorer and
navigate to C:\Program Files
(x86)\Microsoft Dynamics 365\70\Retail Modern POS\Tools. Go ahead and paste
the Configuration file in this
folder.
15. In D365 environment navigate
to Retail and commerce > Employees
> Workers in the filter box type in 000160 and open that worker up.
16. Select Retail in the action pane and click Clear identity.
17. In the action pane click Edit, and in the worker, select Retail tab.
18. Under External Identity we need to fill out the following:
Alias: your email
UPN: your email
External sub identifier: Azure object ID
You might wonder
where the crap can I find my Azure object ID, say no more
2. In the search box type Users and hit enter.
3. Select All Users on the left.
4. Type in your name and select
your user.
5. Copy Object ID and paste that in your External Identity.
19. Once
that is done go ahead and click Save.
20. In
the search box of D365 type Channel
database. In here we want to select Houston
as Retail channel. In the action pane click Full data sync and select 1060
job. Click OK and let the job run.
21. In
the search box of D365 type Download
sessions. In this form, we want to make sure our 1060 job has applied. Once it has applied we can
move forward.
22. In
the search box of D365 type Channel
profiles. In this form, we want to copy the property value of Retail Server URL.
23. Now
click on Start and type Retail Modern POS. Paste the Retail Server URL in the textbox. Click
Next, you will be prompted to login, use your email and password. If all
goes well you should have mPOS activated and ready to use!