Data entities - Retail

This article provides a list of the data entities that are available for Microsoft Dynamics 365 for Retail.

Available data entities

27.1.001 RET Base setup

Suggested sequence Entity name Area Entity type Dependency Comments
1 Retail device types Retail Setup None This entity imports the various Retail device types for the point-of-sale (POS).
2 POS skins Retail Setup None This entity imports the various skins for the POS.
3 Supported country/regions Retail Setup None This entity imports the supported countries/regions.

27.1.002 RET Channel - POS Permissions

Suggested sequence Entity name Area Entity type Dependency Comments
4 Permissions Retail Setup None This entity imports the permissions for the POS.
5 POS permission group Retail Setup None This entity imports the permission groups.
6 POS operations Retail Setup None This entity imports the POS operation details.

27.1.003 RET Channel - POS Images

Suggested sequence Entity name Area Entity type Dependency Comments
7 POS layout images Retail Setup None This entity imports the layout images for the POS.

27.4.001 RET Channel - POS Screen

Suggested sequence Entity name Area Entity type Dependency Comments
8 POS button grid Retail Setup None This entity imports the button grid details for the POS screen.
9 POS button grid buttons Retail Setup None This entity imports the grid button details for the POS screen.
10 POS screen layouts Retail Setup None This entity imports the layout information for the POS screens.
11 POS screen layout zones Retail Setup None This entity imports the screen layout zones for the POS.
12 POS screen layout button grid zones Retail Setup None This entity imports the button grid layout information for the POS.
13 POS screen layout image zones Retail Setup None This entity imports the image layout for the POS.
14 POS screen layout report zones Retail Setup None This entity imports the report layout for the POS.

27.4.002 RET - Receipt Profile

Suggested sequence Entity name Area Entity type Dependency Comments
15 Receipt format Retail Setup None This entity imports the format of the receipts.
16 Receipt profile Retail Setup None This entity imports the profiles of the receipts.
17 Receipt profile line Retail Setup None This entity imports the types of lines for each receipt profile line.

27.4.003 RET - Infocodes

Suggested sequence Entity name Area Entity type Dependency Comments
18 Info codes Retail Setup None This entity imports the infocodes.
19 Info code groups Retail Setup None This entity imports the infocode groups
20 Reference between info code group and info codes Retail Setup None This entity imports the references between the infocode groups and infocodes.
21 Subcode Retail Setup None This entity imports the subcodes.

27.4.004 RET - Payments

Suggested sequence Entity name Area Entity type Dependency Comments
22 Payment methods Retail Setup None This entity imports the various possible payment methods.
23 Payment card types Retail Setup None This entity imports the various payment card types.
24 Payment card numbers Retail Setup None This entity imports the valid payment card numbers for payments.
25 Payment services Retail Setup None This entity imports the various payment services.

27.4.005 RET - Sales tax override group

Suggested sequence Entity name Area Entity type Dependency Comments
26 Sales tax overrides Retail Setup None This entity imports the sales tax code override information.
27 Sales tax override group Retail Setup None This entity imports the group for the sales tax override codes.
28 Sales tax override group member Retail Setup None This entity imports the definitions for the sales tax override code groups.

27.4.006 RET - Trade agreement journal name

Suggested sequence Entity name Area Entity type Dependency Comments
29 Trade agreement journal name Retail Setup None This entity imports the trade journal name and descriptions.

27.4.007 RET - Disposition code

Suggested sequence Entity name Area Entity type Dependency Comments
30 Disposition code Retail Setup None This entity imports the disposition code and descriptions.

27.4.008 RET - Channel profile

Suggested sequence Entity name Area Entity type Dependency Comments
31 POS functionality profile Retail Setup None This entity imports the parameters for the various POS functionality profiles.
32 POS visual profile Retail Setup None This entity imports the parameters for the various POS visual profiles.

Note: The following set of information must be manually added from the UI.

Offline profile Retail Setup This data must be entered manually.
Keyboard mapping groups Retail Setup This data must be entered manually.
Hardware profile Retail Setup This data must be entered manually.
RTS profile Retail Setup This data must be entered manually.
Database connection profile Retail Setup This data must be entered manually.
Data sync interval Retail Setup This data must be entered manually.

27.4.009 RET - Channel master

Suggested sequence Entity name Area Entity type Dependency Comments
33 Retail channel Retail Setup None This entity imports the channel parameters information and description. You can also use the stores or call centers entity individually.
34 Retail store address book Retail Setup None This entity imports the address book information for each store.
35 POS registers Retail Setup None This entity imports the POS parameters information and description.
36 Retail devices Retail Setup None This entity imports the device information and description for the devices.

27.4.010 RET - Channel locator

Suggested sequence Entity name Area Entity type Dependency Comments
37 Retail locator groups Retail Setup None This entity imports the group information of the retail stores.
38 Retail locator group member Retail Setup None This entity imports the grouping information for the stores.
39 Retail locator group owner Retail Setup None This entity imports the store group and owner information for the stores.

27.4.011 RET - Channel master additional setup

Suggested sequence Entity name Area Entity type Dependency Comments
40 Store payment methods Retail Setup None This entity imports the payment method configuration details for the various payment options.
41 Store payment card setup Retail Setup None This entity imports the payment card information and setup for the various payment options.
42 Store section Retail Setup None This entity imports the section configuration details for the stores.
43 Store shelves Retail Setup None This entity imports the shelving setup for the stores.

Note: Manual setup by using the UI is required for channel configuration.

The following group isn’t a set of entities but information that must be manually created in the UI for channel configuration.

Channel profile Retail Setup This data must be entered manually.
Data sync interval Retail Setup This data must be entered manually.
Channel database Retail Setup This data must be entered manually.
Channel database group Retail Setup This data must be entered manually.
Retail shared parameters Retail Setup This data must be entered manually.
Retail headquarters parameters Retail Setup This data must be entered manually.

27.4.012 RET - Merchandising – Assortment

Suggested sequence Entity name Area Entity type Dependency Comments
44 Assortment Retail Setup None This entity imports the assortment ID and description. When you import, open the Microsoft Excel file, and remove any records that have a status of Draft.
45 Assortment product lines Retail Setup None This entity imports the assortment line configuration information.

27.4.013 RET - Merchandising - Price points

Suggested sequence Entity name Area Entity type Dependency Comments
46 Price point group Retail Setup None This entity imports the price point group setup information.
47 Price points Retail Setup None This entity imports the price point setup information.

27.4.014 RET - Merchandising - Periodic discount

Suggested sequence Entity name Area Entity type Dependency Comments
48 Periodic discount Retail Setup None This entity imports the discount setup header information.
49 Periodic discount line Retail Setup None This entity imports the discount line information, together with details about each discount line item.

27.4.015 RET - Merchandising - Discount price groups

Suggested sequence Entity name Area Entity type Dependency Comments
50 Retail discount price groups Retail Setup None This entity imports the discount group information.

27.4.016 RET - Merchandising - Threshold discount

Suggested sequence Entity name Area Entity type Dependency Comments
51 Threshold discount tiers Retail Setup None This entity imports the threshold parameters for discount offering.

27.4.017 RET - Merchandising - Mix and match discount

Suggested sequence Entity name Area Entity type Dependency Comments
52 Mix and match line group setup Retail Setup None This entity imports the mix-and-match discount group information.
53 Mix and match line groups Retail Setup None This entity imports the mix-and-match discount definition information.

27.4.018 RET - Merchandising - Date intervals

Suggested sequence Entity name Area Entity type Dependency Comments
54 Date intervals Retail Setup None This entity imports the various date interval definitions for the program.

27.4.019 RET - Merchandising - Loyalty program

Suggested sequence Entity name Area Entity type Dependency Comments
55 Loyalty program Retail Setup None This entity imports the names of the various loyalty programs.
56 Loyalty tier Retail Setup None This entity imports the tier definitions for the loyalty tiers.
57 Loyalty tier price groups Retail Setup None This entity imports the definition of the loyalty tier price groups.
58 Loyalty schemes Retail Setup None This entity imports the various loyalty schemes for the loyalty program.
59 Loyalty scheme channels Retail Setup None This entity imports the various loyalty scheme definitions in the loyalty program.

27.4.020 RET - Merchandising - Reward points

Suggested sequence Entity name Area Entity type Dependency Comments
60 Loyalty reward points Retail Setup None This entity imports the Retail loyalty reward points information.

27.4.021 RET - Merchandising - Loyalty tier rules

Suggested sequence Entity name Area Entity type Dependency Comments
61 Retail loyalty tier rules Retail Setup None This entity imports the tier rules for the Retail loyalty programs.

27.4.022 RET - Merchandising - Affiliation

Suggested sequence Entity name Area Entity type Dependency Comments
62 Retail affiliations Retail Setup None This entity imports the various Retail affiliations.
63 Retail affiliation translations Retail Setup None This entity imports the language translations for various Retail affiliations.
64 Retail affiliation price groups Retail Setup None This entity imports the price groups for various Retail affiliations.

27.4.023 RET - Merchandising - Catalog

Suggested sequence Entity name Area Entity type Dependency Comments
65 Catalog Retail Setup None This entity imports all the catalog definitions and details.
66 Catalog channels Retail Setup None This entity imports the catalog channel details.
67 Catalog products Retail Setup None This entity imports the products in the catalogs.
68 Catalog price groups Retail Setup None This entity imports the catalog number and price groups relation.
69 Catalog product categories Retail Setup None This entity imports the catalog product category and hierarchy details.

27.4.024 RET - Barcodes

Suggested sequence Entity name Area Entity type Dependency Comments
70 Bar code mask Retail Setup None This entity imports the masking details and information for bar codes.
71 Bar code mask characters Retail Setup None This entity imports the masking character information and details for bar codes.
72 Bar code mask segment Retail Setup None This entity imports the masking segment information for bar codes.
73 Barcode setup Retail Setup None This entity imports the setup parameters for bar codes.
74 Item-Barcode Retail Setup None This entity imports the bar code information for the items.

See also

Data entities and packages framework

Data entities