Description: Workers are the profiles that are used by Dynamics 365 to identify the employees using the Call Center and Retail environments for order processing and POS operations. Learn how to create a worker below.

  1. Navigate to Retail and Commerce > Employees > Worker.

    mceclip0.png

  2. Select New to create an employee.

    mceclip1.png

  3. Fill in all of the employee information, and once done, select Hire and add details, which will bring you to the details page of the employee information.

    mceclip0 (1).png


    Note: If you select "Hire" it will create the employee, but you’ll have to search for it in the Workers list to get to the Employee Details page.

  4. Navigate to the Commerce tab on the header, then select Associate existing identity.

    mceclip1 (1).png

  5. Search for the Email address associated with the User that this worker profile is being created for. Once found, select OK.


    mceclip2.png

    Note    : These external identities refer to users created from the Azure Active Directory (AD), where permissions to the subscriptions that promote the D365 topology are set. If the identity does not appear on the list it is likely due to the fact that one has not yet been created. For more information, visit Microsoft documentation, which expands on this topic further. 
  6. Navigate to the Profile tab.

    mceclip3.png

  7. Select the Address books dropdown under the Profile tab, and select the location this user is associated with. If selecting all locations, select the  next to “Name” to select all.

    mceclip5.png

  8. Navigate to the Commerce tab in the body of the page.


    mceclip6.png

  9. Enter your Language.

    mceclip7.png

  10. Choose how you want your name to be displayed on receipts.

    mceclip8.png

  11. Enter the employee password (PIN) for POS Authentication.

    mceclip9.png
  12. Select the preferred default Screen layout ID for that worker. This ID will determine the default screen layout that the employee will see when they log into the POS.

    mceclip10.png

  13. Up next, we will need to assign a position to the Worker you’ve created. To do so, navigate to Retail and Commerce > Employees > All positions.

    mceclip11.png


  14. Select Create new position and fill in the desired job description for that role.

    mceclip12.png

  15. Expand the Worker assignment panel and select New.

    mceclip13.png

  16. Enter the Worker name this position is being assigned to.

    mceclip14.png

  17. Once this is complete, navigate back to Retail and Commerce > Employees > Workers to complete the Worker setup.

    mceclip15.png

  18. Navigate to the Commerce tab on the header navigation bar and select POS permissions.

    mceclip16.png

  19. Switch Override permissions to Yes and make sure the POS permissions group is set to the desired role.

    mceclip17.png

  20. Once finished, select Save.

    mceclip18.png

  21. Once done, select Save and run a Distribution Schedule task to push the parameter changes to the POS Software module. This is the final step before we get to configuring the POS application. This step must be completed in order for the POS to work.