3. The customer works with the selected payment provider to configure a merchant account in the payment provider’s system. 3


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Microsoft Dynamics® Online

Payment Services—How to set up credit card processing in Microsoft Dynamics Online

Concepts Paper

This document explains how to set up credit card processing for Microsoft Dynamics ERP.

November 2014



Table of Contents

Introduction 3

Overview of Payment Services 3

How to set up credit card processing 3

1.The partner creates a customer account and the payment service. 3

2.The customer activates the service and applies to a payment provider. 3

3.The customer works with the selected payment provider to configure a merchant account in the payment provider’s system. 3

4.The partner activates a payment provider with a provider merchant account and configures payment methods. 3

5.The customer configures Microsoft Dynamics RMS to process credit cards. 3

Step 1: The partner creates a customer account and the payment service 4

1.Go to https://www.dynamicsonline.com. 4

6.Click For Partners. 4

7.Click Sign in. 4

8.Enter the Microsoft account and password for your Partner account, and then click Sign in. 5

9.On the Customer List page, click New Customer. 5

10.In the Create New Customer form, complete the customer information, and then click Create Customer. 6

11.Find the customer that you just created, select the check box next to it, and then click Add Service. 6

12.In the Add Service dialog box, click Payment Services. 7

13.The Company name field is prepopulated with the organization name that you entered in the Create New Customer form in step 6. You can either accept this value, or create a new company and enter a company name for it. 7

14.In the Purpose of account field, select Production (or Demo if no customer account number was entered). 7

15.Click Add Service. 8

16.An overview of some possible next steps appears. Click Close. 8

17.Select the check box next to the service that you just created, and then click Send Activation. 8

18.In the Send Activation form, complete the administrator information. This sets up the initial administrator account for this payment service. 9

19.Click Activate. 9

Step 2: The customer activates the service and applies to a payment provider 9

1.Check your email for an activation message from dynamicsonline@microsoft.com. 9

2.In this email message, click the link to activate the service. 10

20.If you are prompted to sign in, enter the same Microsoft account and password used in step 1.14, and then click Sign in. 11

21.View the Terms of Service Agreement and the Privacy Statement. 12

22.If you agree to the terms of service, select I accept the Terms Of Service Agreement, and then click Activate. 12

23.On the Dashboard page, click the Open button for the payment service. 12

24.In the left navigation pane, click Payment providers. 12

25.Compare the providers, and read the terms. 13

26.Click Sign up now to start the payment provider application: 13

27.Click Sign out to exit the Payment Services portal. 14

Step 3: The customer works with the selected payment provider to configure a merchant account in the payment provider’s system 14

1.The selected payment provider contacts the customer to process the application and configure the merchant account in the payment provider’s system. 14

28.After the customer’s merchant account is configured in the payment provider’s system, the payment provider provides the merchant account information to the customer. 14

29.The customer provides this information to their partner for the next step. 14

Step 4: The partner activates a payment provider with a provider merchant account and configures payment methods 14

1.Go to https://partner.dynamicsonline.com/OrganizationList.aspx. 14

30.Enter the Microsoft account and password for your Partner account, and then click Sign in. 15

31.On the Customer List page, find the customer in the Customers list, and then click the link in the Services column. 15

32.On the Service List page, select the check box next to the service, and then click Open Service. 16

33.In the left navigation pane, click Payment methods. 16

34.Click the Activate link for the selected payment provider account. 17

35.Activate the payment provider by using the merchant account information that the customer provided from the payment provider. 17

36.After the payment provider is activated, assign each type of card that you want processed with that payment provider, and then click Save and Close. 25

37.Click Sign out to exit the Payment Services portal. 25

38.The payment service is now activated and ready to be configured with your ERP software. 25


Introduction


This document explains how to set up credit card processing in Microsoft Dynamics Online for Microsoft Dynamics ERP.

Overview of Payment Services


Payment Services for Microsoft Dynamics ERP accepts a variety of payment types on-premises and online. It lets you select from a marketplace of payment providers and take advantage of lower costs per transaction to help ensure that your transactions remain profitable. Additional savings can be achieved by eliminating multiple payment processing systems and through lower payment provider change costs.

Payment Services is fully integrated with your enterprise resource planning (ERP) solution “out of the box.” Payment data is captured once and flows securely to your business processes in real time. You pay no additional license costs, because Payment Services is available to current Business Ready Enhancement Plan customers through their Microsoft Dynamics ERP solution.

How to set up credit card processing


The following diagram illustrates the process of setting up credit card processing.



There are five steps to configuring credit card processing:

1.The partner creates a customer account and the payment service.

2.The customer activates the service and applies to a payment provider.

3.The customer works with the selected payment provider to configure a merchant account in the payment provider’s system.

4.The partner activates a payment provider with a provider merchant account and configures payment methods.

5.The customer configures Microsoft Dynamics RMS to process credit cards.

Step 1: The partner creates a customer account and the payment service


This step is for customers who do not have an active Payment Services account, or who want to use a new Payment Services account.

  1. Go to https://www.dynamicsonline.com.

6.Click For Partners.



7.Click Sign in.



8.Enter the Microsoft account and password for your Partner account, and then click Sign in.



9.On the Customer List page, click New Customer.



10.In the Create New Customer form, complete the customer information, and then click Create Customer.



You are returned to the Customer List page.

11.Find the customer that you just created, select the check box next to it, and then click Add Service.



12.In the Add Service dialog box, click Payment Services.



13.The Company name field is prepopulated with the organization name that you entered in the Create New Customer form in step 6. You can either accept this value, or create a new company and enter a company name for it.



14.In the Purpose of account field, select Production (or Demo if no customer account number was entered).

15.Click Add Service.

16.An overview of some possible next steps appears. Click Close.



The Service List page for this customer appears.

17.Select the check box next to the service that you just created, and then click Send Activation.



18.In the Send Activation form, complete the administrator information. This sets up the initial administrator account for this payment service.



19.Click Activate.

An email message is sent to the contact email address that you entered, advising the administrator to click a link to activate the payment service. On the Service List page, the status of the service now appears as Invitation Sent.


Step 2: The customer activates the service and applies to a payment provider


The administrator whose information you entered in step 1.14 completes this step.

  1. Check your email for an activation message from dynamicsonline@microsoft.com.

  2. In this email message, click the link to activate the service.



20.If you are prompted to sign in, enter the same Microsoft account and password used in step 1.14, and then click Sign in.



You are redirected to the Microsoft Dynamics Online site to activate the service.



21.View the Terms of Service Agreement and the Privacy Statement.

22.If you agree to the terms of service, select I accept the Terms Of Service Agreement, and then click Activate.

23.On the Dashboard page, click the Open button for the payment service.



24.In the left navigation pane, click Payment providers.

25.Compare the providers, and read the terms.

Note: The customer is responsible for understanding the payment provider’s terms and conditions.



26.Click Sign up now to start the payment provider application:

For First Data (EMPS) offers, the customer’s contact information will be automatically sent to First Data Merchant Services (FDMS). FDMS will then contact the customer to process the application.

For Bank of America Merchant Services offers, the customer’s contact information will be automatically sent to Bank of America. Bank of America Merchant Services will then contact the customer to process the application.

For CyberSource offers, the customer’s contact information will be automatically sent to CyberSource. CyberSource will then contact the customer to process the application.

For offers from all other payment providers (First Data-Vital/TSYS, PayPal), follow the instructions to submit a pre-application.

After the application is completed, you are redirected to the Payment methods page, where your payment provider is listed with a status of In Progress.



27.Click Sign out to exit the Payment Services portal.

Step 3: The customer works with the selected payment provider to configure a merchant account in the payment provider’s system


  1. The selected payment provider contacts the customer to process the application and configure the merchant account in the payment provider’s system.

This process includes steps such as performing a credit check, and discussing and signing a contract between the customer and the selected payment provider, which might take several days. Microsoft is not involved in this process.

28.After the customer’s merchant account is configured in the payment provider’s system, the payment provider provides the merchant account information to the customer.

29.The customer provides this information to their partner for the next step.

Step 4: The partner activates a payment provider with a provider merchant account and configures payment methods


  1. Go to https://partner.dynamicsonline.com/OrganizationList.aspx.

30.Enter the Microsoft account and password for your Partner account, and then click Sign in.



31.On the Customer List page, find the customer in the Customers list, and then click the link in the Services column.



32.On the Service List page, select the check box next to the service, and then click Open Service.



33.In the left navigation pane, click Payment methods.



34.Click the Activate link for the selected payment provider account.



35.Activate the payment provider by using the merchant account information that the customer provided from the payment provider.

First Data Corp (EMPS) or Bank of America Merchant Services

If the payment provider is First Data Corp (First Data [EMPS]) or Bank of America Merchant Services, use the following guidelines to enter the merchant account information provided by the payment provider, and then click Activate.

Field

What to enter

DOPSIdentifier

Always enter DOPSIdentifier.

DOPSPassword

Always enter DOPSPassword.

MerchantCategoryCode

(This four-digit code is also called the MCC code.)

MerchantCity

Enter the merchant’s city.

MerchantCountryCode

Enter the two-letter country/region code, such as US or CA.

MerchantId

Enter the merchant ID.

If there are two merchant IDs, do not enter the Nashville MID value.

Merchant Name

Enter the merchant’s name.

MerchantPostalCode

Enter the merchant’s postal code.

MerchantStateOrProvince

Enter the merchant’s state or province.

MerchantStatus

Always enter 1.

MerchantStreetAddress

Enter the merchant’s street address.

ServicePhoneNumber

Always enter 8884777877.

StoreNumber

If a value is not provided by the payment provider, leave the field blank.

TerminalId

Enter the merchant’s terminal ID.


The following example illustrates how to enter the merchant account information provided by First Data (EMPS) or Bank of America Merchant Services to activate the account.





First Data (TSYS/Vital)

If the payment provider is First Data (TSYS/Vital), no action is needed. A merchant account is activated automatically after the account is created in the payment provider’s system.

Note: If the merchant account is not activated automatically, use the following guidelines to enter the merchant account information provided by the payment provider, and then click Activate.

Field

What to enter

AcquirerBin

Enter the acquirer BIN.

AgentBankNumber

Enter the agent number.

AgentChainNumber

Enter the chain number.

ApplicationCode

If a value is not provided by the payment provider, leave the field blank.

City

Enter the merchant’s city.

Comment

If a value is not provided by the payment provider, leave the field blank.

ConfirmationCode

If a value is not provided by the payment provider, leave the field blank.

Country/Region Code

Enter the three-digit country/region code, such as 840 (US) or 124 (CAN).

Email

Enter the email address provided to your payment provider.

IndustryCode

If a value is not provided by the payment provider, leave the field blank.

LanguageCode

Enter the two-letter language code, such as EN.

LocationNumber

Enter the location number.

MerchantAbaNumber

If a value is not provided by the payment provider, leave the field blank.

MerchantCategoryCode

Enter the merchant category (sic code).

MerchantID

Enter the merchant number.

Merchant Name

Enter the merchant’s name.

MerchantState

Enter the merchant’s state or province.

Postal Code

Enter the merchant’s postal code.

RawProvisionData

Enter any value, such as 123abc.

Reimbursement

If a value is not provided by the payment provider, leave the field blank.

PhoneNumber

Always enter the format ###-#######, such as 888-4777877.

SettlementAgentNumber

If a value is not provided by the payment provider, leave the field blank.

SharingGroup

If a value is not provided by the payment provider, leave the field blank.

State/Province

Enter the merchant’s two-letter state or province.

StoreNumber

Enter the store number.

Street Address

Enter the merchant’s street address.

TerminalId

Enter the merchant’s terminal number.

VNumber

Enter the terminal ID.


The following example illustrates how to enter the merchant account information provided by FDC (TSYS/Vital) to activate the account.





CyberSource or PayPal Flat Rate Plan

If the payment provider is CyberSource (US or Bundle) or PayPal Flat Rate Plan, no action is needed. A merchant account is activated automatically after the account is created in the payment provider’s system.

Note: If the merchant account is not activated automatically, use the following guidelines to enter the merchant account information provided by the payment provider, and then click Activate.

PayPal

Field

What to enter

MerchantId

Enter the ID provided; it will look like this: 123456789abcdef003090300ff0fffff.

ProviderId

If a value is not provided by the payment provider, leave the field blank.

RawRovisionData

Enter any value, such as 123abc.

InvoiceDate

Leave the field blank (hover over the field to view the default format that is used).

InvoiceTime

Leave the field blank (hover over the field to view the default format that is used).

OrderDateTime

Leave the field blank (hover over the field to view the default format that is used).


Note: The date and time formats are case-sensitive. For example, MM is for month, and mm is for minute.



CyberSource

Field

What to enter

MerchantId

Enter the ID provided by CyberSource.

MerchantLoginForCNP

Enter the CNP value provided by CyberSource.

MerchantLoginForCP

Enter the CP value provided by CyberSource.

RawProvisionData

Enter any value, such as 123abc.



36.After the payment provider is activated, assign each type of card that you want processed with that payment provider, and then click Save and Close.



37.Click Sign out to exit the Payment Services portal.

38.The payment service is now activated and ready to be configured with your ERP software.


This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it.

Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred.

This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. You may modify this document for your internal, reference purposes.

© 2014 Microsoft Corporation. All rights reserved.

Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies.

All other trademarks are property of their respective owners.


Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

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