Setting up Microsoft Dynamics 365 Commerce from scratch

Setting up Microsoft Dynamics 365 Commerce from scratch

INFRA related setup/configuration

• PARAMATERS
  • General
    • Counting
    • Category journal name
      • Sales (price)
    • Initialize
    • Default inventory journal
    • Trade agreement pricing
  • Posting
    • Summary
    • Voucher transactions
    • Customer pay journal
    • For cash discrepancy
    • Tax calculation behavior
      • Recalculate
    • Inventory update
    • Aggregation
    • Invoice
    • Account
    • Taxes
  • Customer order
    • Sales order
    • For credit
    • Default FREIGHT/SURCHAGRE
    • Default order type
    • Disposition code
    • Charges
  • Inventory (Replenishment)
    • Use default
  • Prices and discounts
    • Use default
  • Number sequences
    • Populate all using wizard or manually
  • POS authentication
    • Choose requirements
  • Channel deployment
  • Get configuration data
    • Download RetailCdxDataPackage.zip
  • HQ message database
    • What needs to be used for database name
  • Local store number
    • To assign after store setup
  • Exchange rate type
    • Default
  • Allow register association to device
    • Yes
  • Number sequences
    • Populate all using wizard or manually
  • Identity providers
  • Entity validation template
    • Import and assign
  • Channel Database
    • To assign after store setup
  • Retail parameters
  • Retail/Commerce scheduler parameters
  • Commerce shared parameters
• Retail scheduler
  • Working folders
• CHANNEL PROFILE
  • Add media server URL - https://xyz.sandbox.operations.dynamics.com/Commerce/MediaServer
  • Validate
• Verify Scheduler jobs and Scheduler subjobs

CHANNEL

• Category hierarchy
  • Commerce
  • Retail channel navigation hierarchy
  • Setup and activate
  • Associate hierarchy type
  • Publish channel updates
• Warehouse
  • Create new warehouse and enabled it as a store
• Default customer for store
• Operating unit
  • Create new Retail Channel
• Organization hierarchy
  • e.g. Commerce and assign Purpose as
    • Assign Default
    • Assign Default
    • Retail POS posting
    • Retail reporting
    • Retail replenishment
    • Retail assortment
    • Distributed order management
  • Setup new organization hierarchy involving Retail

• Channel categories and product attributes
  • Validate operating unit/store is assigned
  • Assign Category hierarchy to store
• Store
  • Assign store inside Live channel DB
  • Assortments
    • Ensure products have retail category assigned
    • Create new assortment
    • Assign retail channel
    • Assign products
  • Price groups (Retail)
  • Payment connectors (in latest version only)
  • Modes of delivery
    • Add retail channel to Modes of delivery
    • Process delivery modes
  • Income/expense accounts
    • GL for postings
  • Navigation category hierarchy
  • Hardware stations
    • Setup hardware profile
  • Store locator
    • Fulfillment group
  • Payment methods
    • GL for postings
    • Cash
  • Registers
  • Default rounding account
    • GL for postings
  • Language
  • Currency
  • Customer address book
  • Employee address book
  • Channel profile
  • Live channel DB
  • Functionality profile
  • Validation
  • Email notification profile (optional)
  • Store product attributes (optional)
  • Statement/closing
• Registers
  • Theme
  • Backgrounds
  • Layout sizes
  • Button grids
  • Visual profile
  • Screen layout
• Devices
  • Setup new one, select type and link to register
• Employee
  • Create new employee and assign to user
  • Assign employee address book, language and Assign retail defaults
  • External identity

• Create position
  • Assign employee and make it default
• POS permissions
  • Manager and cashier in one
  • Retail-Employees-Permission groups
• Override POS permission on employee-position and use the manger permission group to activate register

• Distribution schedule/Channel data base
  • Run all jobs
• Device Activation
  • DeviceActivation notes
  • Ensure to run jobs 1060 and 1070 and 1090 

• Price