Configure the Commerce Scale Unit for Dynamics 365

Description: Learn how to set up the Commerce Scale Unit from the Backoffice in order to use the Shift4 Connector with your Dynamics 365 Finance & Operations environment.

• Configure the Commerce Scale Unit
• Configure Commerce Shared Parameters
• Configure the Channel Profile

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Configure the Commerce Scale Unit

1. Navigate to LCS to obtain the Cloud POS & Commerce Engine URL and your Scale unit ID by performing the following steps:
   • Scale Unite ID
     
     1. Navigate to your Environment.
     2. Select Manage under Commerce.
     3. Navigate to System information and copy your Scale unit ID.
   • Commerce Engine & Cloud POS URL
     
     1. Navigate to your Environment.
     2. Select Manage under Commerce.
     3. Select Commerce Engine URL.
     4. Select Cloud POS URL.
     5. Copy the URLs.
2. Keep a record of these values, as they will be needed later on.

Configure Commerce Shared Parameters

1. From the Backoffice, navigate to Retail and Commerce > Headquarters setup > Parameters > Commerce Shared Parameters.
   
2. From the left panel, select Identity Providers.
   
3. Select Add to add a new Identity Provider and fill in the following fields:
   
   • Issuer: Paste your Commerce Engine URL and append /auth at the end
   • Name: Enter your Scale unit ID
   • Type: Select Open ID Connect
4. Once your CSU Identity Provider is added, create two new entries under Relying Parties for Cloud POS and Modern POS using the following values:
   
   • ClientId: Cloud POS & Modern POS
   • Type: Public
   • UserType: Worker

Configure the Channel Profile

1. Once these values are added, navigate to Retail and Commerce > Channel setup > Channel profiles.
   
2. Select New to add a new Channel profile record and enter your Scale Unit ID for the name.
   
3. Once your Channel profile is created, select Add under Profile properties to add 2 new records for Cloud POS URL and Retail Server URL.
   
   • Cloud POS URL: Cloud POS URL from LCS
   • Retail Server URL: Commerce Engine URL from LCS and append /Commerce at the end
4. Once these steps are completed, you can proceed to the next section to configure your Store and Registers to accept Payments.