Friday, June 30, 2017

D365 mPOS installation and activation.

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
1.      You can find it by going to https://portal.azure.com use your email to login.
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!