Create an Internal Gift Card Order for Dynamics 365

Definition: Dynamics 365 provides merchants with a gift card module out-of-box. All of the data for these gift cards resides inside the D365 database. The Shift4 connector can be used to pay for these gift cards to activate or add balance. The following steps will walk you through creating a Gift Card order.

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1. Navigate to Modules > Accounts receivable > Orders > All sales orders. 
   
2. Select New.
   
3. Add a customer under Customer account.
   
4. Select OK.
5. Under Sales order header, make sure that a Mode of delivery is selected.
   
6. In the Sales order lines, add the Gift card Item number; in our case, this will be 9999.
   
7. While still in the Sales order lines tab, enter the value you would like to add to the gift card under the Unit price.
   
   
8. Navigate to the bottom of the page and expand the Line details tab, then select Packing.
   
9. Select the preferred method of delivery for the gift card; in our case, we are using Email. Once selected, enter the recipient email and name.
   
10. Navigate back to the top of the page and select Complete to access the Sales order summary page. Then under the Payments section, select Add.
    
11. Enter the customer payment information, and once finished, select OK.
    
12. This will bring you back to the Sales order summary page. From here, select Submit.
13. You may receive a pop-up advising that the order is on hold. If you do, select Close on the popup, then expand the Hold dropdown and select Order holds.
    
14. This will bring up the Order hold screen. From the top of the screen, navigate to Clear hold and select Clear hold.
    
15. Upon performing this action, the payment will be authorized to the credit card chosen previously, and you will be brought back to the Sales order screen. At this point, the order will need to be invoiced for the gift card to be created and the balance to be added to it. To do so, navigate to Invoice at the top of the page and select Invoice under Generate.
    
16. Under Quantity, select All.
    
17. Once finished, select OK.
    
18. Once this is completed, the gift card number will be generated, the balance will be added to the card, and the card authorization will be captured. To view the gift card number, scroll back down to Line details > Packing.
    
19. You can also navigate to Retail and Commerce > Channels > Stores > Gift cards > All gift cards to view all of the gift cards and their activity.