Configure an online store

Important

This topic applies to Dynamics 365 for Retail and Dynamics 365 for Finance and Operations, Enterprise edition.

This article provides links to topics that will help you centrally configure and manage an online store.

The topics listed in the following table help you configure Retail components and the Retail online store in the client.

Configure an online store

Task Details Topics
Configure Retail components. Set up and maintain information for retail operations. This information includes stores, taxes, products, gift cards, promotions, and discounts. Setting up and maintaining Retail (TechNet content for Microsoft Dynamics AX 2012)
Configure a retail channel navigation hierarchy. Create a retail channel navigation category hierarchy to set up a category structure for products that you offer through an online store. You define the category hierarchy, and assign products, product attribute groups, and attribute values to the categories. You then assign the category hierarchy to an online store. Set up a retail hierarchy (TechNet content for AX 2012) Set up attributes and attribute types (TechNet content for AX 2012) Set up retail attribute groups (TechNet content for AX 2012)
Add the online store to the organization hierarchy. Before you can assign product assortments or fulfill orders for the online store that you created, or generate reports that include information from that online store, you must assign the store to one or more organization hierarchies. At a minimum, you must assign the online store to an organization hierarchy that includes product assortments. Set up an online store (TechNet content for AX 2012)
Add modes of delivery to the online store. Select the delivery methods that the online store offers. Set up an online store (TechNet content for Microsoft AX 2012)
Map attributes, and add metadata. Select the options that indicate how the attributes for each category or channel product should behave in the online store on the Microsoft SharePoint site. Set up an online store (TechNet content for AX 2012)

Configure online store products

Task Details Topics
Add assortments to the online store. Add the assortments that include the products that you offer in an online store. Set up an online store (TechNet content for AX 2012)
Manage catalogs. Use product catalogs to identify the products that you want to offer in your stores. Key tasks: Create retail product catalogs (TechNet content for AX 2012)
Manage prices. Set up and use price groups, which are the central link between prices and discounts, and channels, catalogs, affiliations, and loyalty programs. Setting up prices using price groups (TechNet content for AX 2012) Setting up taxes (TechNet content for AX 2012)
Manage discounts. Set up and manage price adjustments and four kinds of discounts. Setting up price adjustments and discounts (TechNet content for AX 2012)
Manage shipping charges. Set up and manage the shipping charges that are specific to the online store. Set up shipping charges for online stores (TechNet content for AX 2012)
Manage modes of delivery. Manage the modes of delivery that the online store offers. Set up modes of delivery (TechNet content for AX 2012)

Set up data exchange between Microsoft Dynamics 365 for Retail and the online store

Task Details Topics
Set up channel integration profiles. Profiles enable the components of Retail to communicate with each other. Set up profiles before you configure data exchange settings. Set up a Real-time Service profile (TechNet content for AX 2012) Set up a channel profile (TechNet content for AX 2012)