Add Payment Methods to Store Channel for Dynamics 365

Description: Payment methods must be set for each channel using the payment connector. This is done from the Online Stores form. This may already be performed previously when creating a new store but should be verified before proceeding with the setup process.

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From the Online Stores form, add all payments for that specific channel and for any other channels that will be used.

1. Navigate to Modules > Retail and Commerce > Channels > Online Stores.

2. Select the desired store from the form.
3. Select Payment Methods under the Setup tab.
4. Select New.

5. Add a new payment operation for Credit cards. 

Note: If one already exists, you may use that one instead and verify that the following information is accurate.

6. In the Posting section, under ACCOUNT, select the Account type and Account number used for this store.

7. Select Electronic payment setup from the top of this form.

8. From Electronic payment setup, ensure that an Account type previously selected is set for every card type present.
9. Repeat for any desired payment methods.

Configuring the Store’s Time Zone

Transactions done with the Shift4 Payment connector will always default to the time of the cloud-hosted server, which can differ from the time zone of the actual store. These settings are also configured from the All call centers form. The steps below will walk you through this process.

1. Navigate to Modules > Retail and Commerce > Channels > Call centers > All call centers. 
2. Select the desired call center from the form. Once you do, you will see a Time zone setting in the General section. If you do, change this to the desired time zone.

3. If you do not see the time zone form in the General section, right-click anywhere in General and select Personalize: General.

4. Select + Add a field and add the store time zone.

5. Change the time zone settings from here, then save.