Microsoft D365 Service Application - Feature Document

Updated at April 16th, 2025

Objective

The purpose of this document is to describe the potential features supported by the Microsoft D365 Service Application platform using Annex Cloud’s Customer Loyalty module.

Supported Versions

Supported Versions	Certified Versions
	N.A.

Microsoft D365 Service Application Supported Feature List

Below is the list of potential features supported on the ‘MSD365 Service App using Annex Cloud.

Loyalty

Feature Name	Description	Pre-Requisites	Configuration Details	Reference Documents
Display of Loyalty Dashboard in Service Application.	Displays the Loyalty Dashboard in the Service Application which shows the information below about a Customer Customer’s Loyalty Profile information ( in fields below) Email Id Full Name Birthday Loyalty ID Loyalty Anniversary Date Current Tier Next Tier Points To Next Tier Available Points Hold Points Lifetime Points Upcoming Points Expiration Date Points Used Points Expired Opted Status Loyalty Activity Details Reward Details Claimed Reward Details. Manage (Credit/Debit) Points	The customer must be a member of the Loyalty Program	N/A	N/A
Enrolling a customer to the Loyalty program from Service Application	The Customer Service Representative can enroll the customer in the Loyalty Program from the Loyalty dashboard of a Service Application.	The customer should not be already a member of the Loyalty Program	N/A	N/A
Remove (Opt-Out) a customer from the Loyalty program from the Service Application	The Customer Service Representative can remove (Opt-Out) the customer from the Loyalty Program from the Loyalty dashboard of a Service Application.	The customer must be a member of the Loyalty Program	N/A	N/A
Credit/Debit points from a customer's Loyalty account in a Service Application.	The Customer Service Representative can Credit/Debit points in the customer’s account Provide the reason for the Credit/Debit points from the Loyalty dashboard in the Service Application.	The customer must be a member of the Loyalty Program.	N/A	N/A
Subscribing a newsletter from a customer’s account in the Service Application	The Customer Service Representative can Subscribe / Unsubscribe to the customer’s account from the Loyalty dashboard in Service Application.	The customer must be a member of the Loyalty Program.	N/A	N/A
Claiming a Reward on Behalf of the customer from customer’s account in Service Application	The Customer Service Representative can Claim a reward from the customer’s account from the Loyalty dashboard in the Service Application.	The customer must be a member of the Loyalty Program. Customers should have available rewards to be claimed.	N/A	N/A
Freeze the account of the customer from the customer’s account in the Service Application	The Customer Service Representative can Freeze the customer’s account from the Loyalty dashboard in Service Application.	The customer must be a member of the Loyalty Program.	N/A	N/A
Update the tier of the customer from the customer’s account	The Customer Service Representative can Update the customer’s Loyalty Tier from the Loyalty dashboard in the Service Application.	The customer must be a member of the Loyalty Program. Appropriate configuration should be done at the Annex Back office.	N/A	N/A

Upcoming Features

N/A.

FAQ