Microsoft Dynamics Retail Essentials



Retail Essentials brings a simplified, streamlined user experience that is optimized for organizations that will use only the retail management functions of Microsoft Dynamics AX. It is ideal for companies with less complex requirements that need to manage store-only environments. 

Retail-centric user interface

Retail Essentials includes just enough functionality to enable POS operations, provide retail user rights, and perform other functions that retailers require. Users of Retail Essentials see only one area page when they open AX 2012 R3. This area page is designed to provide access to all the components that are required for retail management from one location. Users do not have to be familiar with other areas of the product or access other modules. Additionally, some forms have been simplified so that they show only fields, functions, and labels that are relevant to retail.

Easier deployment

A Retail deployment requires setup in many areas that aren't directly related to retail. By contrast, the initialization process for Retail Essentials automatically configures reference data in over 40 areas of Microsoft Dynamics AX. Therefore, deployment time is significantly reduced, and forms and fields that are used only for initial setup can be omitted.

Integration with existing accounting systems.

If you already have an accounting system, Retail Essentials makes it easy to provide critical financial data to the primary accounting system. For example, you can use accounting export functionality to provide account-level sales data to your accounting system. By using built-in accounts, you can create profiles to map totals from Retail Essentials to an account in the accounting system. At required intervals, account activity can be exported to a directory that is available to the accounting system. The accounting system can then obtain the totals and post to the appropriate accounts.

System Expansion Capability

Retail Essentials can support your future software requirements and new business endeavours. Management of multiple systems in a complex environment can be expensive, and systems become obsolete over time. By using Retail Essentials, you can decide when and how system consolidation occurs. Retail Essentials has Microsoft Dynamics AX at its core. All the capabilities that are provided through Microsoft Dynamics AX are available to Retail Essentials, and you can easily enable these capabilities by modifying the user interface.

Data migration from another retail system

Retail Essentials uses the Microsoft Dynamics AX Data Import/Export Framework to provide an easy way to import retail-specific data. By default, entities are mapped for users who are migrating from Microsoft Dynamics Retail Management System (RMS). To import RMS data into Retail Essentials, you must add the Data Import/Export Framework to your Retail Essentials installation, create an ODBC connection to the RMS headquarters database, and then use Data Import/Export Framework entities to migrate the data.

To migrate data from a third-party retail system, you must create entity mappings that are specific to the data in the third-party system. However, the architecture is optimized so that this data can be mapped to staging tables in Retail Essentials. The data import/export framework then creates the data correctly.

Retail Stores

  • Organizations and Organizational Hierarchies
  • Sites and Warehouses
  • Address Books

Inventory Management

  • Vendors
  • Purchase Orders
  • Transfer Orders
  • Stock Count
  • Cross Docking
  • Buyers Push
  • Terms of Delivery
  • Units Conversion
  • Replenish Inventory
  • Bar Codes
  • Print Labels


  • Customers and Customer Groups
  • Sales Orders
  • Customer Invoices
  • Quotations


  • Sales tax, payments, and charge codes
  • Accounting exports
  • Point-of-sale posting
  • Retail store transactions and posting
  • Credit Memo
  • Gift Cards
  • Currency
  • Payment Methods

Data Synchronization

  • Scheduler Jobs for Assortments
  • Scheduler for Data Distribution for Retail Stores
  • Data Import/Export Framework to migrate data
  • Migrate Data from MS Dynamics Retail Management System
  • Batch Jobs
  • Synchronize Online Orders


  • Assortments
  • Retail Products – Stock and Service type products
  • Retail Product Catalogs
  • Prices, Price Adjustments and Discounts
  • Retail Product Hierarchy
  • Supplemental Hierarchy
  • Product Master and Product Variants


  • Reporting Services (SQL Server Analysis Services)
  • Excel Reporting
  • Retail Reports

                o             Retail Store Metrics

                o             Sales Performance by Category by Store

                o             Sales Performance by products

                o             Sales Performance by Retail Product Category


  • Permission Groups and Operations
  • Retail Workers
  • Users
  • Time and Attendance

Pricing and Discounts

  • Pricing\Discount Agreement Journals
  • Discounts
  • Mix and Match Discounts
  • Quantity Discounts
  • Price Adjustments


  • Screen Layouts
  • Button Grids
  • Images
  • Receipt Formats
  • Operations
  • Info Codes
  • Keyboard Mapping


  • Offline profiles
  • Functionality profiles
  • Receipt profiles
  • Hardware profiles
  • Visual profiles
  • Custom Fields


  • Retail Store Setup Checklist

 Download Retail Realm Essentials Full Feature List

Back to the top