Using Microsoft Dynamics Retail Management System (RMS)

Welcome to your one-stop source for information and tools to help you customize, deploy, maintain, and use your Microsoft Dynamics Retail Management System (RMS) solution. You can find links to public and password-protected content here. Check back often to see new information as it becomes available.


Frequently requested information

Microsoft Dynamics RMS 2.0 Service Pack 3 is now available

Microsoft is pleased to announce the release of Microsoft Dynamics RMS 2.0 Service Pack 3. This service pack includes several performance enhancements, reports updates, a Microsoft Dynamics Online Payment Services add-in (for more payment processing choices), a rollup of hotfixes since SP2, and Help updates. Service Pack 3 is available for download from Microsoft Dynamics CustomerSource.
Download the service pack (requires login)

How Microsoft Dynamics RMS can help with PCI compliance

If you accept credit card payments in your store, you are required to comply with the Payment Card Industry (PCI) Data Security Standard. This standard has been adopted by most major card brands, including Visa, MasterCard, American Express, Diners Club, Discover Network, and JCB. It sets out twelve requirements that merchants must meet in order to protect cardholder information.
How Microsoft Dynamics RMS can help with PCI compliance

Automatic Update available for Microsoft Vista Service Pack 1 and Windows XP Service Pack 3 issue

The fix for the issue that impacts users of Microsoft Dynamics RMS who install Windows Vista Service Pack 1 or Windows XP Service Pack 3 is now available as an automatic update.
Download the update
View the Knowledge Base article on this issue
View the Hot Topic on this issue (requires login)

Weights and measures certification

Microsoft Dynamics RMS has received National Type Evaluation Program (NTEP) certification from the National Conference on Weights and Measures (NCWM). In Service Pack 3, you can view the certificate number in the About box in Store Operations POS. Or you can view the entire certificate on the NCWM Web site.
View the NTEP certificate
PDF icon Portable Document Format file


Featured topic: Promotions

During recessions, customers have less money to spend and are much more careful about spending it. Among the tactics retailers can pursue to survive downturns, it’s essential that they proactively refocus on the importance of customers and customer service. Get to know customers, build relationships, and provide the value that customers need and are searching for.

Promotions can help you provide value and it’s easy to set up and manage them in Microsoft Dynamics RMS. The featured article discusses how to put items on sale, provide gifts with purchases, and set up discount schedules:

Managing promotions with Microsoft Dynamics RMS

Live chats

Miss a live chat? View the transcript
Have an idea for a future live chat? Send us your suggestion

Featured content from The Retail Owners Institute

Merchandise Planning: Back to the Basics

Sound merchandise management is crucial for the survival and prosperity of your retail business. It’s not just another “paper exercise.” It can mean the difference between strong, positive cash flow and a constant battle to pay your bills. It can keep your operation profitable even in times of less-than-robust sales. Read more at the Retail Owners Institute:

Merchandise Planning: Back to the Basics

Help and how-to articles

We want to hear from you! Tell us what else you would like to find in this section.

Layaway tips
Setting up payment processing
Tutorial: Adding hardware to a register
Inventory Management Series


Visit the Article Archive


White papers and technical tips

We want to hear from you! Tell us what else you would like to find in this section.

Creating custom buttons for frequently used items
Working with POS receipts and reports
Headquarters Best Practices

PDF icon 159 KB Portable Document Format file

Optimizing Headquarters performance

requires PartnerSource login

Visit the Article Archive


Additional resources

Help when you need it

Microsoft Certified Partners are available worldwide to help retailers of all sizes select and implement Microsoft Dynamics RMS—and to provide support through future business change. Find a partner

Creative solutions for your store

Use Microsoft Solution Finder to search for solutions developed by Microsoft Certified Partners to meet the unique needs of your business or industry. Find a solution

Information on demand

CustomerSource is a password-protected site for customers using Microsoft Dynamics products, provided as a benefit of a service plan. Use it to search the Knowledge Base, download updates, view online training, and find other information resources virtually 24 hours a day (requires login). See a preview and find out more about CustomerSource

Our quarterly newsletter

Check out The Register—our new quarterly newsletter just for retailers running Microsoft Dynamics RMS. In addition to articles and resources, the newsletter includes a calendar of important dates. Learn more

Tips and tools from The ROI

The Retail Owners Institute® serves independent retailers worldwide, 24/7, offering proven self-help resources—by retailers, for retailers—that is available nowhere else. Get information that is focused exclusively on retail owner business issues, including controlling your inventory, debt, cash, and profits. Plus, view performance benchmarks for 50 separate retail segments and see how you compare. Get answers at The ROI


Training and support

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Support and maintenance information
E-learning
CustomerSource

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Microsoft Dynamics Knowledge Base

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On This Page
Frequently requested informationFrequently requested information
Featured topic: PromotionsFeatured topic: Promotions
Live chats Live chats
Featured content from The Retail Owners InstituteFeatured content from The Retail Owners Institute
Help and how-to articles Help and how-to articles
White papers and technical tipsWhite papers and technical tips
Additional resourcesAdditional resources
Training and supportTraining and support

Calendar

August 2009

Live Chat: Microsoft Dynamics POS 2009 (view transcript)

May 2009

Live Chat: RMS Service Pack 3 (view transcript)

Release of RMS 2.0 SP3 (requires login)

April 2009

Live Chat: Open Forum (view transcript)

February 2009

Live Chat: Pricing and Discounts (view transcript)

January 2009

Live Chat: Customer orders (view transcript)

December 2008

Live Chat: Open Forum (view transcript)

November 2008

Live Chat: Open Forum (view transcript)

November issue of The Register

October 2008

RMS validated by Visa as a PCI-compliant payment application

September 2008

Live Chat: Tender types, currencies, and payment processing (view transcript)

August 2008

August issue of The Register

Live Chat: Open Forum (view transcript)

June 2008

Live Chat: PCI Compliance and SP2 (view transcript)

May 2008

Release of 2.0 SP2 (requires login)


Community and newsgroups

Visit the Microsoft Dynamics RMS community page
View the Microsoft Dynamics RMS newsgroup
Find other Microsoft Dynamics newsgroups
Find other Microsoft newsgroups

Related links

Submit a suggestion
Microsoft Dynamics CustomerSource
Microsoft Dynamics RMS home page