Payments using Storefront 365 and Dynamics 365 for Finance and Operations

Storefront 365 uses Dynamics Retail Server provided and distributed by Microsoft Dynamics, for all business logic and calculations. Dynamics 365 for Finance and Operations, or Dynamics 365 for Retail, is used as the single point of administration and the master data system in the solution. Any business rules defined in Dynamics ERP are available and used in Storefront 365 using the Retail Server.

Storefront 365 uses the Retail Server and uses the Commerce Runtime for Dynamics AX 2012 R3.

Dynamics Payment Connector handles payments. It is configured for each of the retail online channels in the system. The payment connector calls the Payment Service Provider (PSP) for each payment method defined for the retail online channel. Dynamics ERP supports payments cards defined in Dynamics ERP. Card supported are gift cards, loyalty cards and credit cards defined in Dynamics ERP. New customized payment providers can be created and used in Dynamics ERP and Storefront 365 by developers if needed. Storefront 365 supports all payment providers that are compatible with the Dynamics Payment Connector Framework.

The Payment Connector is invoked by the Retail Server during the checkout page rendering, the sales transaction creation, and when a payment is captured or refunded by Dynamics 365 for Finance and Operation order fulfilment.

Storefront 365 Payment Connectors

Storefront 365 Starter Site is distributed with the source code of two payment connectors; Stripe, and PayPal. The partner builds the solution and installs the payment connectors in Dynamics 365 for Finance and Operations as described by Microsoft. The payment providers require accounts to be used for test, development and production.

Payment methods

An order can be paid using several payment methods, e.g. some of the order value is paid using a credit card, and some is paid using a gift card or a loyalty card. A gift card can be used to pay an order using only a part of the amount available on the gift card. The same goes for loyalty cards.

The standard function in Dynamics ERP and in Storefront 365 is that an order is paid in one currency.

Gift card payments and Loyalty Card payments do not invoke the payment connector. These payment methods are managed by Dynamics 365 for Finance and Operations payment service.

Gift cards

Gift cards can be sold and used with Storefront 365. A gift card can't be refilled in the webshop without customization. There is no support of refill in the Retail Server for online retail channels.

Loyalty cards

Loyalty cards can be used as a payment method in Storefront 365. The loyalty schema defined in Dynamics ERP will calculate the loyalty score for each customer when a sales transaction is converted to a sales order.

Invoicing

Invoicing is handled by Dynamics ERP and is one of the payment methods that are defined for a retail online channel. Storefront 365 supports all payment methods exposed by Retail Server.

Refunding

Refunding of payments can only be performed in Dynamics ERP.