Configure Commerce parameters

  • 15 minutes

Dynamics 365 Commerce contains several parameter pages:

  • Commerce parameters
  • Commerce shared parameters
  • Commerce scheduler parameters.

Many parameters will automatically become populated with data from the initialize seed data process, while others will need to be manually configured. Not all parameters need to be configured for an implementation, and not all of them are required to be configured to get a working deployment of the Commerce solution.

While some parameters can be changed and updated throughout the implementation as needed, others (such as the number sequences and posting parameters) can radically change how the final data looks in Commerce Headquarters (HQ), so configuring them at the beginning should be approached with great attention.

Commerce parameters

The Commerce parameters page can be found under Retail and Commerce > Headquarters setup > Parameters > Commerce parameters. It contains parameters that are specific for each legal entity:

  • General (initial seed data initialization)
  • Posting (such as invoice ledger accounts and statement posting settings)
  • Replenishment
  • Prices and discounts (such as how to handle overlapping and compounding discounts)
  • Store Commerce authentication
  • Customer orders
  • Channel deployment
  • Transaction validation
  • Workforce management
  • Number sequences
  • Store Commerce search criteria
  • Clienteling and Dynamics 365 Customer Insights connection details
  • Dynamics Fraud Protection

Screenshot of set up the retail parameters for posting page

Commerce shared parameters

The Commerce shared parameters page can be found under Retail and Commerce > Headquarters setup > Parameters > Commerce shared parameters. It contains parameters that are cross-legal entity global configurations:

  • Omni-channel payments (enables external gift cards and omnichannel payments)
  • Bing Maps (enables Bing maps in the Store Commerce, calculation of distances, and customer e-Commerce Bing map integrations)
  • Product recommendations (enables settings such as Bestselling, People also like..., Trending products, New products, and so on)
  • Identity Providers
  • Entity validation template
  • Security
  • Labels
  • Fiscal integration

Screenshot of set up the general commerce shared parameters page

Commerce scheduler parameters

The Commerce scheduler parameters page can be found under Retail and Commerce > Headquarters setup > Parameters > Commerce scheduler parameters. It contains parameters that are specific to each legal entity, and it manages the communication between Commerce Headquarters (HQ) and the Commerce channels through the data distribution framework. The page contains configurations for:

  • Server name
  • Database name
  • Try count
  • SQL Command timeout
  • Retention period in days
  • Current batch job
  • Current batch status

Screenshot of Commerce scheduler parameters page

Additional legal entity-specific parameters are configured in non-commerce specific pages in the system. While not comprehensive, the following list provides a starting point for several of these parameters that you will need while setting up the Commerce solution:

  • Email parameters
  • Organization email templates
  • System parameters
  • Accounts receivable parameters
  • Key vault parameters
  • Document management parameters
  • Document types