Configure a Dynamics 365 Commerce evaluation environment

This topic explains how to configure a Microsoft Dynamics 365 Commerce evaluation environment after it's provisioned.

Overview

Complete the procedures in this topic only after your Commerce evaluation environment has been provisioned. For information about how to provision your Commerce evaluation environment, see Provision a Commerce evaluation environment.

After your Commerce evaluation environment has been provisioned end to end, additional post-provisioning configuration steps must be completed before you can start to evaluate the environment. To complete these steps, you must use Microsoft Dynamics Lifecycle Services (LCS) and Dynamics 365 Commerce.

Before you start

  1. Sign in to the LCS portal.
  2. Go to your project.
  3. On the top menu, select Cloud-hosted environments.
  4. Select your environment in the list.
  5. In the environment information on the right, select Log on to environment. You will be sent to Commerce headquarters.
  6. Make sure that the USRT legal entity is selected in the upper-right corner.

During post-provisioning activities in Commerce headquarters, make sure that the USRT legal entity is always selected.

Configure the point of sale

Associate a worker with your identity

To associate a worker with your identity, follow these steps in Commerce headquarters.

  1. Use the menu on the left to go to Modules > Retail and commerce > Employees > Workers.
  2. In the list, find and select the following record: 000713 - Andrew Collette.
  3. On the Action Pane, select Commerce.
  4. Select Associate existing identity.
  5. In the Email field to the right of Search using email, enter your email address.
  6. Select Search.
  7. Select the record that has your name.
  8. Select OK.
  9. Select Save.

Activate Cloud POS

To activate Cloud POS, follow these steps in LCS.

  1. On the top menu, select Cloud-hosted environments.
  2. Select your environment in the list.
  3. In the environment information on the right, select Log on to Cloud Point of Sale.
  4. Select Next to open the Before you start dialog box.
  5. Leave the Server URL field as it is. Select Next.
  6. Sign in by using your Microsoft Azure Active Directory (Azure AD) account.
  7. Under Store name, select San Francisco, and then select Next.
  8. Under Register and device, select SANFRAN-1.
  9. Select Activate. You're signed out and taken to the POS sign-in page.
  10. You can now sign in to the Cloud POS experience by using operator ID 000713 and password 123.

Set up your site in Commerce

To start to set up your evaluation site in Commerce, follow these steps.

  1. Sign in to site builder by using the URL that you made a note of when you initialized e-Commerce during provisioning (see Initialize e-Commerce).
  2. Select the Fabrikam site to open the site setup dialog box.
  3. Select the domain that you entered when you initialized e-Commerce.
  4. Select Fabrikam extended online store as the default channel. (Make sure that you select the extended online store.)
  5. Select en-us as the default language.
  6. Leave the value of the Path field as it is.
  7. Select OK. The list of pages on the site appears.

Enable jobs

To enable jobs in Commerce, follow these steps.

  1. Sign in to the environment (HQ).

  2. Use the menu on the left to go to Retail and commerce > Inquiries and reports > Batch jobs.

    The remaining steps of this procedure must be completed for each of the following jobs:

    • Process retail order email notification
    • Product availability
    • P-0001
    • Synchronize orders job
  3. Use the Quick Filter to search for the job by name.

  4. If the status of the job is Executing, follow these steps:

    1. Select the record.
    2. On the Action Pane, on Batch job tab, select Change status.
    3. Select Canceling, and then select OK.

Optionally, you can also set the recurrence interval to one (1) minute for the following jobs:

  • Process retail order email notification job
  • P-0001 job
  • Synchronize orders job

Run full data synchronization

To run full data synchronization in Commerce, follow these steps in Commerce headquarters.

  1. Use the menu on the left to go to Modules > Retail and commerce > Headquarters setup > Commerce scheduler > Channel database.
  2. Select the channel that is named scXXXXXXXXX.
  3. On the Action Pane, select Full data sync.
  4. Enter 9999 as the distribution schedule.
  5. Select OK.
  6. Select OK.

Test credit card information to do test purchases

To perform test transactions on the site, you can use the following test credit card information:

  • Card number: 4111-1111-1111-1111
  • Expiration date: 10/20
  • Card verification value (CVV) code: 737

Important

Never, under any circumstances, try to use actual credit card information on the test site.

Next steps

After the provisioning and configuration steps are completed, you can start to use your evaluation environment. Use the Commerce site builder URL to go to the authoring experience. Use the Commerce site URL to go to the retail customer site experience.

To configure optional features for your Commerce evaluation environment, see Configure optional features for a Commerce evaluation environment.

Additional resources

Dynamics 365 Commerce evaluation environment overview

Provision a Dynamics 365 Commerce evaluation environment

Configure optional features for a Dynamics 365 Commerce evaluation environment

Configure BOPIS in a Dynamics 365 Commerce evaluation environment

Dynamics 365 Commerce evaluation environment FAQ

Microsoft Lifecycle Services (LCS)

Retail Cloud Scale Unit (RCSU)

Microsoft Azure portal

Dynamics 365 Commerce website