Install Shift4 Payment Connector via LCS for Dynamics 365

Description: Lifecycle Services (LCS) is a collaboration portal that helps end-users maintain their Dynamics 365 environments; this is also where the Shift4 Connector packages and demo environments are accessed from. The following steps will walk you through the process of installing the Shift4 Payment Connector from LCS.

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Managing Application Packages in the Asset Library

1. Log into LCS using your Azure credentials.
   
2. Once logged in, navigate to Recent projects and click the one you’re looking to install the Payment Connector to.
   
3. Scroll over to the left, and under "More tools," select Asset library to verify that the latest version of the Shift4 Connector package is listed.
   
4. From the list of Asset types, locate and select Software deployable packages to verify that the Back office package exists.
   
5. Locate and select Retail Self-service package to verify the Store Commerce packages exist.
   
6. Locate and select Commerce Cloud Scale Unit Extensions to verify the Shift4 Commerce Scale Unit package (CSU) exists.
   
   
   

7. To ensure you have the latest Shift4 Connector packages, check your Shift4 Package Deployment project to download and import the latest version into your Project Asset library.
   

Installing Backoffice Package to D365 your Environment

1. Navigate to the Projects screen and select the Environment to which these packages will be applied.
   
2. Select Maintain > Apply updates.
   
3. If prompted, enter a name and a value that you can reference in the future.
   
4. Locate the Backoffice Package and select Apply.
   
   Important: If you’re using D365 with Retail and/or E-Commerce, you must push the Backoffice Package, wait until it is fully deployed, and then push the Commerce Scale Unit & Store Commerce Package. If you’re only using Dynamics 365 for Call Center environments, you are only required to install the Backoffice Package file.
   
   
5. The update will remain loading until it is finished. This can take anywhere from 30 - 45 minutes.

Installing Commerce Cloud Scale Unit Package to your D365 Environment

1. Navigate to the Projects screen and select the Environment to which these packages will be applied.
   

2. Under Environment Version Information, select Manage.
   

3. Select Update extension under the desired scale unit.
   

4. Select the desired version of the CSU package you’d like to install, then select Update.
   
5. You will see an indicator that the update is in progress, this can take anywhere from 10-15 minutes.→
6. Once this update is complete, you may begin working on the Configuration of Shift4 Payment Connector for the modules you’ll be using it in (Store Commerce POS, eCommerce & Call Center).