Description: These articles provide steps for performing some of the most common operations to support Dynamics 365, such as running sales, refunds and voids, and customer and worker account management.
Note: Keep in mind that every integration will have a different layout but the functionalities are ultimately the same.
The following articles focus specifically on performing payment and order processing related operations from the Retail POS environment.
- Log into Retail POS for Dynamics 365
- Create a Customer on Retail POS for Dynamics 365
- Process a Customer Order on Retail POS for Dynamics 365
- Issue Voids on Retail POS for Dynamics 365
- Issue Refunds on Retail POS for Dynamics 365
- Shift4 Functions on Retail POS for Dynamics 365
- Gift Card Functions
- Process a Customer Order with Tips on Device for Dynamics 365
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