Configure an e-Commerce evaluation environment

Important

Functionality noted in this topic is available to targeted users as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see One version service updates FAQ.

This guide provides step-by-step instructions for provisioning and configuring your Microsoft Dynamics 365 Commerce Preview environment. Before you begin, we recommend that you at least skim through the documentation to get an idea of what the process entails and what the guide contains.

Note: If you have not been granted access to the Microsoft Dynamics 365 Commerce Preview yet, you can request preview access from the Commerce website.

Summary

To provision the environment successfully, the project needs to be created with a specific product name and type. The environment and Retail Cloud Scale Unit also have some specific parameters you need to use to start the e-Commerce provisioning later. The instructions in this guide contain all the required steps you need to take and parameters you need to use.

After successful provisioning, there are a few post-provisioning steps you need to take to prepare your Preview environment. Some steps are optional, depending on which aspects of the system you wish to evaluate. Should you later change your mind, you can always run the optional steps later.

If you have any questions about the provisioning steps or you encounter any issues, please let us know on Microsoft Dynamics 365 Commerce Preview Yammer group.

Prerequisites

The following are prerequisites for provisioning your Dynamics 365 Preview environment:

  • You have access to the Lifecycle Services portal (LCS)
  • You have been accepted into the Dynamics 365 Commerce Preview program
  • You have the required permissions to create a project for Prospective presales or Migrate, create solutions, and learn
  • You are a member of the Environment manager or Project Owner role in the project where you will be provisioning the environment
  • You have admin access to your Azure subscription, or contact with a subscription admin who can perform the two steps that require admin permissions on your behalf
  • You have your AAD Tenant Id available
  • You have created a AAD security group to be used as e-Commerce system admins group and you have its ID available
  • You have created a AAD security group to be used as Ratings and Reviews moderator group and you have its ID available (can be the same SG as the system admin group above)

Provisioning preview environment

These instructions cover the provisioning of a Microsoft Dynamics 365 Commerce Preview environment. After successfully completing these steps, you will have a Preview environment that is ready to be configured. All the activities described here take place in the LCS portal.

Please note that the preview access is tied to the LCS account and organization you specified in your preview application. You need to use that same account for provisioning. If you have to use different LCS account or tenant for the Preview environment, you need to provide us with those details. For contact information, please see "Additional resources" below.

Before starting

Grant access to e-Commerce applications

Note: The person logging in needs to be AAD tenant administrator. Without successfully completing this step, the rest of the provisioning steps will fail.

  1. For this step, you need your AAD Tenant Id. You need to authorize e-Commerce applications to access your Azure subscription. The easiest way to accomplish this is to assemble a URL like this:

https://login.windows.net/{AAD_TENANT_ID}/oauth2/authorize?client_id=fbcbf727-cd18-4422-a723-f8274075331a&response_type=code&redirect_uri=https://sb.manage.commerce.dynamics.com/_commerce/Consent&response_mode=query&prompt=admin_consent&state=12345

  1. Do not click the URL directly, instead copy and paste it into your browser or text editor and replace {AAD_TENANT_ID} with your AAD Tenant Id, before navigating to the URL.
  2. You will be presented with the Microsoft AAD login dialog where you will confirm that you wish to grant "Dynamics 365 Commerce (Preview)" access to your subscription.
  3. You will be sent to a page which confirms whether the operation was successful.
Log in to the LCS
  1. Log in to the LCS portal: https://lcs.dynamics.com
  2. Make sure that you are logged in with the same LCS account you used to request access to the Preview.
Confirm that preview features are available and enabled
  1. On the LCS front page, scroll all the way to the right and click the Preview feature management tile.
  2. Scroll down to the "PRIVATE PREVIEW FEATURES" and make sure that the following features are available and enabled:
    1. e-Commerce Evaluation
    2. Commerce Preview Program Environments
  3. If you are unable to see these features in the list, please reach out to us with your work email, LCS account, and tenant details. Please see Additional resources below for information on how to contact us.

Preview management tile

Preview features

Create project

Creating new project
  1. Click + to create a new project.
  2. If you are a partner, choose Migrate, create solutions, and learn.
  3. If you are a customer, choose Prospective presales.
  4. Enter a name, description and industry as you see fit.
  5. For Product name, select Dynamics 365 Retail.
  6. For Product version, select Dynamics 365 Retail.
  7. For Methodology, select Dynamics Retail implementation methodology.
  8. You may import roles and users from an existing project if that is desired.
  9. Click Create.
  10. You are sent to the project view.
Add Azure Connector
  1. If you are a partner, click Project settings from the tools tiles to the far right.
  2. If you are a customer, choose Project settings from the top menu.
  3. Select Azure connectors.
  4. Click + Add to add Azure Connector.
  5. Enter a name.
  6. Enter your Azure Subscription ID.
  7. Enable Configure to use Azure Resource Manager (ARM).
  8. Verify that Azure subscription AAD Tenant Domain (or ID) is correct. Consult your Azure subscription admin, if necessary.
  9. Click Next.
  10. Follow the instructions on the screen to grant the required application(s) access to your subscription. Consult your Azure subscription admin, if necessary:
    1. Log in to the Azure portal: https://portal.azure.com/
    2. Make sure that you have the correct directory selected.
    3. Click Subscriptions from the menu on the left.
    4. Locate the correct subscription from the list and select it. Use search if required.
    5. Choose Access control (IAM) from the menu.
    6. Click Add under Add a role assignment on the right side. The Add role assignment pane opens.
    7. For Role, select Contributor.
    8. For Assign access to, leave as Azure AD user, group, or service principal.
    9. Under Select, enter b96b7e94-b82e-4e71-99a0-cf7fb188acea.
    10. Select Dynamics Deployment Services [wsfed-enabled] from the list.
    11. Click Save.
  11. Click Next.
  12. Follow the instructions on the screen to grant required application(s) access to your subscription. Consult your Azure subscription admin, if necessary.
  13. Click Next.
  14. For Azure region, choose either East US, East US 2, West US or West US 2.
  15. Click Connect.
  16. Your Azure Connector should appear in the list.

Import Extension

  1. Navigate back to your project front page by clicking the project name on the top.
  2. If you are a partner, click Asset library from the tools tiles to the far right.
  3. If you are a customer, choose Asset library from the top menu.
  4. Select Software deployable package from the list on the left.
  5. Click IMPORT from the action pane.
  6. Select Commerce Preview Demo Base Extension from the list of assets under SHARED ASSET LIBRARY.
  7. Click Pick.
  8. You will be returned to the Asset library and you should see the extension in the list.

Project creation - versions

Deploy environment

Note: It is possible that steps 6, 7, and/or 8 will not be shown, as the screens with single option are skipped. When you are in the Environment parameters view, please confirm that you have the text "Dynamics 365 Commerce (Preview) - Demo (10.0.6 with Platform update 30)" directly above the Environment name field. See the screenshot below.

  1. From the top menu, select Cloud-hosted environments.
  2. Click + Add to add an environment.
  3. For Application version, select 10.0.6.
  4. For Platform version, select Platform Update 30.
  5. Click Next.
  6. For environment topology, choose DEMO.
  7. For environment topology, choose Dynamics 365 Commerce (Preview) - Demo.
  8. If you configured a single Azure Connector earlier, that will be used for this environment. If you configured multiple Azure Connectors, you have the option to select which connector you would like to use: East US, East US 2, West US or West US 2 (recommended for best end-to-end performance)
  9. Enter an Environment name.
  10. Adjust the VM size as you see fit. (We recommend VM SKU D13 v2.)
  11. Leave Advanced settings as they are.
  12. After reviewing the pricing and licensing terms on the screen, check the box to indicate agreement.
  13. Click Next.
  14. On the deployment confirmation screen, after verifying that the details are correct, click Deploy.
  15. You will return to the Cloud-hosted environments view and your environment should appear in the list.
  16. Your requested environment will show as queued and then deploying. It will take some time for all of the environment workflows to complete, so please check back after a few hours (approximately 6 – 9 hours).
  17. Before proceeding, make sure that your environment status is Deployed.

Project creation - versions

Project creation - topology 1

Project creation - topology 2

Project creation - environment parameters

Initialize RCSU

  1. While in the Cloud-hosted environments view, select your environment from the list.
  2. From the environment view on the right side of the screen, click Full details. The environment details view will display.
  3. Under ENVIRONMENT FEATURES, click Manage.
  4. From Retail tab, click Initialize. The RCSU initialization parameters view will display.
  5. For REGION, select East US, East US 2, West US or West US 2.
  6. For VERSION, first select Specify a version from the drop down list, then specify 9.16.19262.5 in the text field that appears below. Note: Please make sure to specify the exact version listed here to avoid having to update RCSU later to correct version.
  7. Enable Apply extension.
  8. From the list of extensions, choose Commerce Preview Demo Base Extension.
  9. Click Initialize.
  10. On the deployment confirmation screen, after verifying that the details are correct, click Yes.
  11. You are returned to the Retail management view with the Retail tab activated. Your RCSU has been queued for provisioning.
  12. Wait until your RCSU status is SUCCESS before proceeding (will take approximately 2 - 5 hours).

Initialize e-Commerce

  1. Switch to the e-Commerce (Preview) tab.
  2. After reviewing the Preview consent, click Setup.
  3. Enter a name for e-Commerce tenant name. However, note that this will be visible in some of the URLs pointing to your e-Commerce instance.
  4. For Retail cloud scale unit name, select your RCSU from the list (list should only have one option).
  5. e-Commerce geography is automatically populated and cannot be changed.
  6. Click Next to continue.
  7. For Supported host names, enter any valid domain (e.g. www.fabrikam.com).
  8. For AAD security group for system admin, enter the AAD SG ID that you wish to use as e-Commerce system admin group.
  9. For AAD security group for ratings and review moderator, enter the AAD SG ID that you wish to use as Ratings and Reviews moderator group.
  10. Leave the B2C values empty (7 fields that start with B2C).
  11. Leave Enable ratings and review service enabled.
  12. Click Initialize.
  13. You are returned to the Retail management view with the e-Commerce (Preview) tab activated. Your e-Commerce initialization has started.
  14. Before proceeding, wait until your e-Commerce initialization status is INITIALIZATION SUCCESSFUL.
  15. Under LINKS on the bottom right.
    • Make note of the link e-Commerce site. This is the link to the root of your C2 site.
    • Make note of the link e-Commerce site management tool. This is the link to the site management tool (C1 authoring tool).

Post-provisioning steps

At this stage, the environment has been provisioned end-to-end, but there are still configuration steps that need to be taken care of before you can start evaluating the environment.

Before starting

  1. From the top menu, select Cloud-hosted environments.
  2. Select your environment from the list.
  3. Click Full details from the environment info on the right.
  4. Click Login to open a menu, choose Log on to environment.

Make sure that USRT legal entity is selected (top right corner).

Configure POS

Associate worker with your identity
  1. Using the menu on the left, go to Modules > Retail > Employees > Workers.
  2. In the list, find and select record 000713 - Andrew Collette.
  3. On the Action Pane, click Retail.
  4. Click Associate existing identity.
  5. In the Email field (to the right of Search using email), type your email address.
  6. Click Search.
  7. Select the record with your name.
  8. Click OK.
  9. Click Save.
Activate Cloud POS
  1. Log in to the LCS portal.
  2. Navigate to your project.
  3. From the top menu, select Cloud-hosted environments.
  4. Select your environment from the list.
  5. Click Full details from the environment info on the right.
  6. Click Login to open a menu, choose Log on to Cloud Point of Sale, POS should load up.
  7. Click Next.
  8. Log in with your AAD account.
  9. Under Store name, choose San Francisco.
  10. Click Next.
  11. Under Register and device, choose SANFRAN-1.
  12. Click Activate.
  13. You should be logged out and end up in the POS login screen.
  14. You can now log in to the Cloud POS experience using Operator ID 000713 and password 123.

Site setup

  1. Log in to the site management tool using the URL you noted earlier.
  2. Click on the Fabrikam site to open the site setup dialog.
  3. For domain, select the domain you entered earlier when initializing the e-Commerce.
  4. For default channel, select Fabrikam extended online store. Note: Make sure you select the extended online store
  5. For default language, select en-us.
  6. Leave Path as it is.
  7. Click OK.
  8. You will be sent to the list of pages on the site.

Enable jobs

  1. Log in to the environment (HQ).
  2. Using the menu on the left, go to Retail > Inquiries and reports > Batch jobs.
  3. Perform the following steps for each of the jobs in the list below:
    • Process retail order email notification.
    • Product availability.
    • P-0001.
    • Synchronize orders job.
  4. Use the Quick Filter to search for the job using its name (listed above).
  5. If the Status of the job is Withhold, perform the following steps:
    1. Select the record.
    2. From the action pane, open Batch job-ribbon and click Change status.
    3. Select Waiting and Click OK.

Run full data sync

  1. Using the menu on the left, go to Modules > Retail > Headquarters setup > Retail scheduler > Channel database.
  2. Default channel is selected from the list on the left. Select the other available channel (named scXXXXXXXXX).
  3. Click Full data sync from the action pane.
  4. Enter 9999 as the distribution schedule.
  5. Click OK.
  6. Click OK.

After these steps you are ready to start evaluating your preview environment!

Use the e-Commerce site management tool URL to navigate to the C1 authoring experience and the e-Commerce site URL to navigate to the C2 site experience.

Additional resources

How to find your AAD Tenant Id

AAD Tenant Id is a GUID and looks like this example: 72f988bf-86f1-41af-91ab-2d7cd011db47

From Azure Portal
  1. Log in to the Azure portal: https://portal.azure.com/
  2. Make sure that you have the correct directory selected.
  3. Click Azure Active Directory from the menu on the left.
  4. Choose Properties under Manage.
  5. AAD Tenant Id is shown under Directory ID.
From OpenID Connect metadata

Create OpenID URL by replacing {YOUR_DOMAIN} with your domain, e.g. microsoft.com: https://login.microsoftonline.com/{YOUR_DOMAIN}/.well-known/openid-configuration would become https://login.microsoftonline.com/microsoft.com/.well-known/openid-configuration

  1. Navigate to the OpenID URL with your domain in it.
  2. AAD Tenant Id can be seen in multiple property values.
  3. Locate authorization_endpoint and extract the GUID right after login.microsoftonline.com/.

How to find the ID of your AAD security group

AAD security group ID is a GUID and looks like this example: 436ea7f5-ee6c-40c1-9f08-825c5811066a

This step assumes that the user is a member of the group they are attempting to locate ID for.

  1. Navigate to the Graph Explorer: https://developer.microsoft.com/en-us/graph/graph-explorer#
  2. Click Sign In with Microsoft and sign in using your credentials.
  3. After signing in, click show more samples from the left.
  4. Enable Groups from the right pane.
  5. Close the right pane.
  6. Click all groups I belong to.
  7. Locate your group from the Response Preview text box.
  8. Security group ID is noted under property id.

Test credit card information to perform test purchases

In order to perform test transactions on the site, you can use this test credit card information:

Card number: 4111-1111-1111-1111, Expiration: 10/20, CVV: 737

Note: You should not attempt to use actual credit card information on the test site under any circumstances!

Microsoft Dynamics 365 Commerce Preview support

If you experience issues while performing the provisioning steps, please visit the Microsoft Dynamics 365 Commerce Preview Yammer group for assistance.

If you are having issues accessing the Yammer group, you can also reach us via email at **Dynamics365Commerce@microsoft.com**. This email address is not actively monitored so expect a delay in response.


Prerequisites for optional features

If you want to evaluate the transactional email features, the following prerequisites must be met:

  • You have an email server available (SMTP server), which can be used from the Azure subscription where you provision the preview environment.
  • You have the server's FQDN/IP, SMTP port number, and authentication details available.

If you want to evaluate Digital Asset Management features, specifically ingest new omni-channel images, the following pre-requisites must be met:

  • You need to have your CMS tenant name available. Instructions for finding this name are below.

Configure image backend (optional)

Finding your Media base URL

Note: Before you can complete this step, you must complete Site Setup.

  1. Log in to the site management tool using the URL you noted earlier.
  2. Open the Fabrikam site.
  3. Choose Assets from the menu on the left.
  4. Select any single image asset.
  5. Locate Public URL from the property inspector on the right. It has an URL in it.
  6. Replace the last identifier in the URL (MA1nQC in the example URL above) with the following string: search?fileName=
Updating the media base URL
  1. Log in to the environment (HQ).
  2. Using the menu on the left, go to Modules > Retail > Channel setup > Channel profiles.
  3. Click Edit.
  4. From the Profile properties, replace the property value for Media Server Base URL with the Media base URL you created earlier.
  5. Select the other channel from the list on the left, under Default channel.
  6. Under Profile properties, click + Add.
  7. For the property that was added, choose Media Server Base URL as property key and for property value, enter the Media base URL you created earlier.
  8. Click Save.

Configure email server (optional)

Please note that the SMTP server or email service you enter here must be accessible from within the Azure subscription you are using for the environment.

  1. Log in to the environment (HQ).
  2. Using the menu on the left, go to Modules > Retail > Headquarters setup > Parameters > Email parameters.
  3. Click the SMTP settings tab.
  4. In the Outgoing mail server field, type the FQDN or IP address of your SMTP server or email service.
  5. In the SMTP port number field, enter the port number (default is the 25 when not using SSL).
  6. In the User name field, type a value (if authentication is required).
  7. In the Password field, type a value (if authentication is required).
  8. Click Save.
  9. Click Refresh.
  10. Click the Test email tab.
  11. In the Email provider field, choose SMTP.
  12. In the Send to field, enter the email address where you want the test email to be delivered.
  13. Click Send test email.

Configure email templates (optional)

The email template for each transactional event that you wish to send emails for needs to be updated with a valid sender email address.

  1. Using the menu on the left, go to Modules > Organization administration > Setup > Organization email templates.
  2. Click Show list.
  3. For each of the templates in the list:
    1. In the Sender email field, type the sender email address for this email template.
    2. (Optional) In the Sender name field, type a name that will be used as sender for this email template.
  4. Click Save.

Customizing email templates (optional)

You might want to customize the email templates to use different images or update the links in the template to link back to your Preview environment. The steps below explain how to download the default templates, customize them and update the templates in the system.

  1. Using a browser, download the Microsoft Dynamics 365 Commerce Preview default email templates .zip file containing the following HTML documents to your local computer.
    1. Order confirmation template
    2. Issue gift card template
    3. New order template
    4. Pack order template
    5. Pick order template
  2. Customize the templates using a text or HTML editor. Please see a list of supported tokens below.
  3. Log in to the environment (HQ).
  4. Using the menu on the left, go to Modules > Retail > Headquarters setup > Parameters > Organization email templates.
  5. Expand the list on the left to see all the templates.
  6. For each of the templates you wish to customize, perform the following steps:
    1. Select the template from the list.
    2. Under Email message content, select the appropriate language version from the list (default en-us).
    3. Under Email message content, click Edit, you should see Upload email template pane opening.
    4. Click Browse and locate the HTML file with the customized content.
    5. Click Upload, your template is uploaded to the system and a preview is shown.
    6. Click OK.
    7. (Optional) Customize the Subject property of the template.
    8. Click Save.

Supported tokens in the email template

These tokens will be replaced at email rendering time with the actual values that apply to the customer and their order.

Sales order - The following tokens apply to the overall sales order.

Name of the token Token
Order number %salesid%
Customer's name %customername%
Delivery address %deliveryaddress%
Billing address %customeraddress%
Order date %shipdate%
Delivery mode %modeofdelivery%
Discount %discount%
Sales tax %tax%
Order total %total%

Sales line - The following tokens are populated for each product in the order.

Note: Place the Product list - start and Product list - end tokens at the beginning and end of the HTML block that repeats for every product.

Name of the token Token
Product list - start <!--%tablebegin.salesline% -->
Product list - end <!--%tableend.salesline%-->
Product name %lineproductname%
Description %lineproductdescription%
Quantity %linequantity%
Line unit price %lineprice% (verify)
line item total %linenetamount%
line discount %linediscount%
Ship date %lineshipdate%
Procurement method %linedeliverymode%
delivery address %linedeliveryaddress%
Sales unit of the line %lineunit%