Store Commerce configuration
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🛈 Important This topic applies only when using the Commerce module of Dynamics 365 and when using Store Commerce |
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Step |
Description |
Notes |
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1 |
Complete the hardware profile |
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2 |
Complete the Card types setup |
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3 |
Complete the Retail store payment properties setup |
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3 |
Complete the Register terminal parameters (Optional) |
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4 |
Configure the Hardware station(s) |
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5 |
Configure POS operations (Optional) |
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6 |
Configure Receipts |
.Checklist
The following list provides key items to double check when carrying out the configuration within Dynamics 365
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Item |
Check |
Notes |
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Hardware profile |
Ensure you have entered all mandatory fields correctly required by the Connector and the Payment provider |
Ensure when copying and pasting you are not pasting any additional spaces or ANSII characters that may be hidden. Some fields may be case sensitive. |
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Hardware profile |
Serial number |
Ensure there is a valid Serial number (license) on each Hardware profile. Refer to the licensing guide |
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Hardware profile |
Supported tender types |
Ensure you have correctly entered and configured the Supported tender types |
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Hardware profile |
Card mapping |
Ensure you have correctly entered and configured the Card mapping |
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Hardware profile |
Test mode |
Ensure you have correctly configured test mode. The possible values are 0 for Production and 1 for Test |
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PIN Pad |
Pin pad settings |
Ensure you have correctly configured the PIN Pad tab. Refer to the documentation for your specific Payment provider and terminal. |
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Card types |
Card types and Card numbers |
Ensure you have correctly configured the Card types and Card numbers (Bin ranges) |
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Register |
Terminal parameters |
Ensure you have configured the Terminal Parameters for the given Register. |
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Store |
Hardware station |
Ensure you have configured the Hardware station for your store/register/hardware profile and you have used the correct Package reference and version. |
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Store |
Payment methods |
Ensure you have setup the Store payment methods for Card processing correctly. Store > Set up > Set up > Payment methods |