Monday, September 8, 2014

What Microsoft Dynamics RMS Users are Doing

Update July 2016: Since many Microsoft RMS point of sale software would like to keep using RMS for another couple of years but still need to deal with the EMV Liability Shift Date, visit this post for more information on the Card Defender EMV add-on for Microsoft RMS versions 1.3 and higher (and HQ as well):

Update July 2016, Retail Management Hero (RMS version 3.X) demo and overview:

Updated information on Retail Management Hero as a direct replacement for RMS as of December 3rd, 2015:

New video discussing options for Dynamics RMS and HQ users as of December 5th, 2015:

Update August 9th, 2015. I have now talked to over 740 stores using RMS. Since the upcoming October 1st 2015 EMV Liability Shift date is a big concern in conjunction with the 'end of life' status for RMS, here is blog post and video specific to the different EMV options for RMS users:

Updated information on the upcoming Retail Management Hero Software (or what I am coining "RMS 3.0 for 2015 and beyond") can be found here:

I have another post (April 2015)  related to what RMS users are actually doing which can be found here.

As we know, Microsoft announced in May 2014 that the end of sales to new customers and mainstream support for Microsoft Dynamics Retail Management Store Operations (RMS) will be July of 2016.  That may seem far away but we have a more pressing issue related to whether RMS will be updated to support EMV hardware by October 2015 which is the deadline for EMV in the US.  Because of this, many RMS users have already started to look at various options to replace RMS with a different solution.

Based on conversations with a lot of RMS users - including businesses and organizations with multiple locations using HQ - this is what I advise (this is also what folks have told me they are doing as well so it is great to obtain so much 'real world' feedback):

Single Location RMS Users:
  • Taking a 'wait and see' approach if everything is running fine
  • Actively searching for an RMS replacement if the system is not currently running or is old enough that the system needs to be replaced anyway
My recommendation to  single location users would be to at least think about replacing your RMS point of sale system. The biggest concern is that you may have to start using a separate credit and debit card terminal which opens the door to user error and also creates extra work since you have to reconcile two different close out reports each day.

RMS Users with HQ and/or Multiple Locations
  • Many of you have already started the process of searching for something to replace RMS/HQ
  • Some of you have started the process to switch to a mobile point of sale system to reduce up front costs while others want to stay with a more traditional computer-based point of sale system that may allow you to utilize your current computers and peripherals
  • Writing your own internal point of sale solution (but several of you have contacted me as your internal system may not be ready for deployment by October of 2015 so you are also searching for short or long term solutions)
My recommendation to RMS users with multiple location and/or are using HQ is that you truly need to start looking now. The complexity of replacing a system for 5-500 stores requires some fairly extensive planning and you can't be left 'behind the curve'. Planning just means that have you have some options ready in case RMS is not EMV 'friendly' come October of next year.

Negative Sentiment towards Microsoft

Many of you have also stated your disappointment with the lack of communication from Microsoft as well as the lack of clear information on  good RMS/HQ replacements from Microsoft. Dynamics AX POS as well as Retail Essentials are marketed as possible replacements but folks seem to be 'fed up' with Microsoft and not interested in either of these solutions (or really anything from Microsoft at this point).

Discounts for RMS and RMS HQ Users
There are some reputable point of sale companies offering various discounts for RMS and HQ users. In most cases your existing customer, vendor/supplies, and inventory information can be transferred from RMS to a new POS system.

If you are curious about the discounts  you can reach me using the contact form to the right, via email at, or on my cell at 208.340.5632.  I will be doing my best to stay on top of the RMS/HQ situation and will share advice and real world experience as information becomes available to me.

Are you  in the US and in need of no cost retail point of sale advice?  I'm happy to help and can be reached on my cell at 208-340-5632 (I am on Mountain Time) or via email at There is also a contact form to the right that can be used to reach me.

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