Dynamics 365 payment connector for PayPal
A large portion of online payments for e-commerce transactions is made through PayPal. Microsoft can eliminate the need for custom connectors at each merchant by providing a first-party connector, ensuring that a critical payment need is met out of the box and fully enabled for omnichannel scenarios.
This is a first-party, out-of-the-box PayPal connector to support acceptance of PayPal transactions through the storefront or Commerce SDK for e-commerce. After an order is created, and upon fulfillment, PayPal payments will be captured from the back office as part of invoicing.
In addition to order creation and fulfillment, PayPal payments are supported for omnichannel payment scenarios such as; buy online, pickup in store, and linked refunds.
PayPal Wallet in storefront
The PayPal Wallet, also known as the PayPal button, is supported by the connector for e-commerce payments. Customers will be given the option to pay using the PayPal button when the connector is configured for the online storefront. When a customer selects the PayPal button, they'll be taken to a PayPal Wallet mini-browser window, where they'll be authenticated by PayPal and able to choose their payment method. The customer will be redirected back to the storefront with the PayPal payment loaded into the checkout form after successful authentication and selection of a payment method. The PayPal payment will be included as a payment line on the order and synchronized to Commerce headquarters when the order is placed.
For more information on PayPal Wallet, visit the PayPal Checkout page hosted by PayPal.
Fulfillment
Orders paid with PayPal payment lines are processed in the same way that orders paid with a credit card are. The PayPal payment is added in an Authorized state when an order is created. Upon fulfillment, whether the order is shipped to the customer from a distribution center or picked up in a store, the payment authorization associated with the order is then captured using the same payments SDK requests used to capture credit card payments.
Fulfillment for PayPal orders supports incremental capture. This means that if an order is partially fulfilled and invoiced, a portion of the original authorization will be captured, and instead of obtaining a new authorization for the remainder, the original authorization will be referenced when the order is completed.
Authorization expiration
Orders placed through the PayPal Payment Connector should arrive in 30 days or less. The original authorization will expire if an order cannot be fulfilled or invoiced within 30 days. At this time, the PayPal Connector does not support billing agreements. After the original authorization expires, recurring billing agreements, similar to recurring card references/tokens, are required to automatically generate new authorizations. If an authorization expires, the order will be marked as do not process, and the customer will be contacted to arrange for a different method of payment.
Create a PayPal developer account
To test the PayPal Payment Connector, you must first create PayPal developer credentials and a PayPal sandbox environment.
Go to the Test and go live page provided as part of PayPal's development resources.
Select Get Started on the Test and go live page.
On that page, select Log in to the Developer Dashboard.
If you are prompted to sign in, select Sign up.
Select Business Account, then select Next.
Provide the email address you want to associate with your PayPal account and create a password for your PayPal account.
On the next page, enter contact information details, then read the PayPal user agreement and Privacy statement. If you agree to the terms, select Agree and Create Account.
Note
The terms agreed to for the creation of a PayPal developer account are between the organization or individual creating the account and PayPal. Microsoft is in no way liable and makes no warranty as to the terms specified the agreement. These instructions are for informational purposes only.
After you agree to the terms, specify your business type and select Continue.
Next, go to the PayPal Developer page and select Log in to Dashboard.
Sign in using the credentials used when creating your PayPal account.
In the developer dashboard, select the Default Application in the list of RestAPI apps.
Take a note of the Client ID and Secret for your Sandbox account. These will be used to set up the connector in Dynamics 365 Commerce.
Note
To collect Client ID and Secret for a live environment, select the Live tab for the selected RestAPI app.