External Gift Card Operations for Microsoft Dynamics 365

Description: Learn to process Gift Card orders for Microsoft Dynamics 365.

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Unlike Internal Gift Cards, Dynamics 365 supports third-party Gift Card Providers, typically supported by the Payment Connector. Dynamics 365 refers to these Gift Card integrations as “External” because they are External to D365 and not supported out-of-the-box. In our case, the Shift4 Payment Connector supports IYC and TCC integrations with Dynamics 365. The following steps will walk you through creating a Gift Card order for digital and physical Gift cards.

Creating a Gift Card Order

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 External Gift card Item number, in our case this will be 9997.
   
   Note: Shift4 External Gift Card setup must be completed in order for this to show. Refer to Configure Gift Cards for Call Center for Dynamics 365 for additional instructions on how to set up Shift4 External Gift cards.
7. While still in the Sales order lines tab, enter the value you would like to add to the Gift card under Unit price.
    

Digital Gift Card Order

1. From the Variant number drop-down, select the Email/Digital Gift Card variant.
   
2. Scroll down to Line details and navigate to the Packing tab. Ensure that the following information is filled out accordingly.
   
3. Navigate back to the top of the page and select on Complete to access the Sales order summary page, then under the Payments section, select Add.
   
   
4. Enter the customer payment information, once finished, select OK.
   
5. This will bring you back to the Sales order summary page, from here, select Submit
6. You may receive a pop-up advising that the order is on hold, if you do, select Close on the pop up, then expand the Hold dropdown and select on Order holds.
   
7. This will bring up the Order hold screen, from the top of the screen, navigate to Clear hold and select Clear hold.
   
8. 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.
   
9. Under Quantity select All.
   
10. Once finished, select OK.
    
11. Once this is completed, the Gift card number will be generated, the balance will be added to the card, and the Credit Card authorization will be Captured. An email will be sent to the customer containing the Gift Card number. If you need to resend the email, you can do so from the Sales Order Form:
    

Physical Gift Card Order

1. From the Variant number drop-down, select the Physical Gift Card variant.
   
2. 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.
   
   
3. Enter the customer payment information, once finished, select OK.
   
4. This will bring you back to the Sales order summary page, from here, select Submit.
5. You may receive a pop-up advising that the order is on hold, if you do, select Close on the pop up, then expand the Hold dropdown and select on Order holds.
   
6. This will bring up the Order hold screen, from the top of the screen, navigate to Clear hold and select Clear hold.
   
7. 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 Gift Card will need to be Registered to Shift4. To do so, navigate to the Sales order lines and select Shift4 > Register gift card number.
   
8. Enter the Gift Card number to activate then select Ok.
   
9. At this point you can either perform picking/packing and/or invoice the order for the Gift card to have the balance added. In our case we are only going to Invoice, navigate to Invoice at the top of the page and select Invoice under Generate.
   
10. Under Quantity select All.
    
11. Once finished, select OK.
    
12. Once this is completed, the Gift card will be activated/balance will be added to the Gift card, and the Credit Card authorization will be Captured.