Configure Gift Cards for Call Center for Dynamics 365

Description: This guide will cover the required steps to configure the Shift4 Payment Connector to work for external gift cards with Microsoft Dynamics 365.

Enable Necessary Features
Create a New Item Model & Style Group
Create an External Gift Card Product
Create a Trade Agreement Journal for Gift Card Pricing
System Set up for External Gift Cards
Add External Gift Cards to Call Center Channel

Enable Necessary Features

Navigate to System administration > Workspaces > Feature management.
Select All, search for “Enable advanced external gift card” and Enable it.
Ensure the “Omni-channel payments” feature is also enabled.

Create a New Item Model & Style Group

An item model and style group will need to be specific to the product variants for the external gift card product. These variants will represent the pre-defined amounts for the gift card.

Navigate to Inventory management > Setup > Inventory > Item model groups.
Select New to add a new Item model group.
Give your group an ID and a name.
Note: There are no particular required settings for the Item model group. These should be chosen based on the business requirements.
Navigate to Retail and Commerce > Products and categories > Variant groups > Style groups.
Select New to add a new Style group.
Enter a Style group and Description specific to the product variants for the external gift card product. These variants will represent the pre-defined amounts for the gift card.
Note: In this example, we have made six variants: GC25E, GC50E, GC100E, GC25P, GC50P, and GC100P. These represent gift cards for $25, $50, and $100, separated into ‘E’ for electronic gift cards and ‘P’ for physical gift cards. This is just an example of possible gift card values, but any names and values are supported.

Create an External Gift Card Product

Once your Item model and Style groups are created, they must be assigned to an actual product and released to the Company that will be using them.

Navigate to Product information management > Products > Product masters.
Select New to add a new Product for external Gift cards.
Select the following options from the New product window:
- Product type: Service
- Product dimension group: Style
- Configuration technology: Predefined variant
- Fill in the rest as desired based on your specific store conditions
  Note: All gift cards sold will be linked to one of these product variants, with the gift card number being assigned after processing payment from the Sales order.
Once the product is created, select Gift from the Style group dropdown.
From the header, select Release variants.
Select Variant suggestions.
You should see the styles from the Style group created previously. Select Suggest all from Variant suggestions, then Select all from Suggested variants. Once done, select Create. This will add all variants from the Style group to the product master.
Select Release products to release your products to your store.
Make sure your product is added then select Next.
Select the product variants to release, toggle the option to Include product master, and ensure that all of your product variants are selected.
Select the desired Company that this product will be made available to, then select Next.
Confirm your Selection is accurate, toggle the option to Run in batch, then select Finish.
Select OK on the confirmation prompt.
Once your product master and predefined variants are released, navigate to Cost management > Inventory accounting > Released products.
Filter the external gift card product and select the Item number.
Add the gift card item model group to the product from the General section.
Scroll down and expand the Commerce section to change the Blocked at register toggle to Yes.

Create a Trade Agreement Journal for Gift Card Pricing

To ensure that pricing is consistent for each of the gift card variants, it is recommended to create a trade agreement journal to define the price for the variants.

Navigate to Retail and Commerce > Pricing and discounts > Trade agreements > Trade agreement journals.
Select New to create a new Retail Trade Agreement journal.
Select your product Name from the dropdown, then select Save. This will automatically assign a Price/discount journal number.
Select Lines at the top navigation bar.
Select Add Products.
From the pop-up, filter your options to locate your external Gift card product, then select Add variants.
This will open the Variant matrix form, select all Gift card variants, and add them to the Trade agreement journal in bulk.
Once added, you’ll be returned to the previous screen with the Product variants shown under Add selected products. Select OK.
This will bring you back to the Journal lines, trade agreement. From here, listing a site and warehouse for each variant is mandatory. You can then set the trade agreement price for each of these.
Once prices are added for the variants, select Post to post the trade agreement journal.

System Set up for External Gift Cards

Next, we will enable external gift cards as a payment method in the system so that they can be used as a form of payment from the Sales order form.

Navigate to Retail and Commerce > Channel setup > Payment methods.
Select New to create a new payment method for external gift cards.
Enter a name for the payment method and select Card from the Default function dropdown.
Navigate to Retail and Commerce > Channel setup > Payment methods > Card numbers.
Create a new mapping for external Gift cards. The Card number from and Card number to fields are mapped to the first digits of the Gift card.
Note: In this example, we have "Card number from" and "Card number to" set to 0002 with "Digits" to identify set to 4. This means that the system will expect external gift cards to have the following format 0002############ where digits after 0002 can be any numeric values.
Navigate to Retail and Commerce > Channel setup > Payment methods > Card types.
Add External gift cards as an electronic payment method, assign it an ID that matches the one you configured previously in the Card numbers, give it a unique Electronic payment name and Issuer, and select Gift card from the Type dropdown.
Once created, select it and select Card numbers to ensure that the card numbers specified from the header of this form match the format for external gift cards you configured previously.

Add External Gift Cards to Call Center Channel

This process's final step is adding the external gift cards to the Call center channel. You must navigate to the Call Center channel and configure it using its dedicated payment methods.

Navigate to Modules > Retail and Commerce > Channels > Call centers > All call centers.
Select the desired Call Center from the form.
Select the Set up tab, and then select Payment Methods.
Select New to create a new record and select the appropriate Payment method you created, assign it the same Payment method name used before, and enter Card as the Function.
Under the Commerce section, select Pay gift card as the Operation name and Shift4Connector for Connector name.
Under Gift card item number, ensure that the external Gift card product you created previously is selected.
Ensure an appropriate Account number and Account type is chosen from the drop-down options.
Add the Shift4 Program ID (Exclusive to TCC for Allocating Digital Gift cards).
Select Save, then navigate to Electronic payment setup at the top navigation bar.
Select New to add a new record, and select the EXTGC payment method created previously, assign it the same name as before, and under General, ensure that your settings match the business requirements.