Checklist for Integrating a POS with Microsoft Dynamics 365 Business Central

It’s a stressful time in an organisation during any software rollout, but it gets particularly tense when it involves your ERP and point of sale. Since integrating your point of sale with Microsoft Dynamics 365 Business Central touches every area of your business, everyone in your organisation, from the back office to the warehouse to the sales floor is affected by a system augmentation of this magnitude.

That’s why it’s vital to have a realistic and comprehensive plan before you get started.

Checklist for Integrating a POS with Microsoft Dynamics 365 Business Central
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Integration ROI

The benefits to your business from integrating your point of sale and other retail systems with Microsoft Dynamics 365 Business Central are near immeasurable. Talk to any retailer that has successfully navigated the transition from disparate, siloed data to the nirvana of a frictionless retail ecosystem and they will tell you that it has transformed their entire business for the better.

  • Improved operational visibility
  • Strategic analytics and reporting
  • Enhanced shopper experiences
  • Boosts to employee morale
  • Better quality customer interactions
  • Bigger profit margins
  • Less capital tied up in inventory costs
  • Streamlined delivery and fulfillment

Microsoft Dynamics 365 Four Step POS Integration Checklist

Step 1: Planning

The first phase of any implementation is planning. It’s important to take a step back and evaluate your current retail operations. Interview employees to find opportunities for process improvements and identify gaps in your operations that need to be addressed. Then, work with your team to plan your ERP and POS integration.

  • Determine scope and timeline
  • Set project and ROI goals
  • Backup data and know where it is stored
  • Appoint a change management team
  • Document data workflows and business processes

Step 2: Testing

Prior to launching, it’s imperative to test each area the integration will touch to understand how the different elements will interact with each other. There are often hidden domino effects, where a change to one process alters other workflows down the line.

  • Set up a test environment
  • Execute sample transactions
  • Document data fails and discrepancies
  • Consider beta testing a few stores
  • Fix bugs and solve IT issues
  • Address all issues before launching

Step 3: Training

Many new software implementations never realize their full ROI potential because management does not invest enough time and money into training employees and gaining buy-in from the users who have to work with the integrated system on a daily basis.

  • Announce changes to the organisation
  • Create a training timeline
  • Document new procedures
  • Have a resource help center
  • Clearly outline benefits of the new processes
  • Identify success indicators

Step 4: Maintenance

Continued support post-launch is integral to a successful POS integration with Microsoft Dynamics 365. Usually, an internal IT department resource can handle the basic day to day needs but it’s helpful to have a software partner that provides excellent support for the product.

  • Ensure IT support contact information is readily accessible
  • Designate a single internal source to handle post-launch issues
  • Develop a long-term support plan
  • Schedule regular maintenance and data backups

Enlist Professional Help

Hopefully, you’ve partnered with a professional that has done this type of integration many times before, is familiar with Microsoft Dynamics 365 Business Central, and can guide you through the process. They can save you time and money by keeping the implementation within scope and on track to hit your go-live goal.

iVend Retail has a global network of qualified partners that can assist you with your ERP integration. iVend for Microsoft Dynamics 365 Business Central is a Microsoft certified retail management system that features a native connector to attain seamless integration between the two systems. Schedule a demo to learn how it works.
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Use the handy checklist to ensure your Business Central integration is seamless!

Executive Vice President of Global Partners and Alliances for CitiXsys, Paula Da Silva has more than 25 years of experience in information technology. Since 2006, Paula has been instrumental in building iVend Retail into a global market leader in the retail industry and currently spearheads the recruitment of channel partners to expand iVend Retail’s worldwide footprint. As a thought leader she has authored multiple online articles for publications like Apparel, Retail Touchpoints, Total Retail, RIS News and Multichannel Merchant. Frequently invited to speak, she’s made appearances at Retail Now, The Australian Retailer Association and at Sage Partner Community events. Paula’s passion for retail extends to her personal life where she has made shopping an art form, visiting premier shopping destinations around the globe from Sydney to Los Angeles.

Paula Da Silva

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