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Dynamics 365 Payment Connector for PayPal

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This article provides an overview of the Microsoft Dynamics 365 Payment Connector for PayPal (PayPal connector). It includes a list of supported features and functionality, a guide to setting up and configuring the connector, troubleshooting information, and descriptions of some common issues.

Key terms

Term Description
PayPal Wallet Also known as the PayPal "button", PayPal Wallet describes the customer experience and integration supported by the PayPal Connector.
Wallet A payment type that does not include traditional payment characteristics, such as the BIN range and expiration date, which are used to differentiate among credit and debit card types.

Microsoft Dynamics 365 Commerce offers an out-of-box integration for PayPal Wallet. When the PayPal Connector is configured, the PayPal button is a selectable payment method as part of online order checkout. When users select PayPal, they are directed to complete their payment directly with PayPal and then are returned to the online storefront for order completion.

The PayPal Connector is implemented using the same payments SDK that is leveraged for credit card payments. To better support PayPal payments, support for non-credit card payments has also been enhanced with the addition of support for "wallet" payment types. Specifically, PayPal payments do not return a BIN range. To support PayPal and other wallet payments, a new mapping for payments has been introduced that does not include BIN range. This new mapping can also be used to augment existing BIN range mapping for credit card payment methods. For more details, see Wallet payment support.

The Microsoft Dynamics 365 Payment Connector for PayPal is not available in China. For other locales where Dynamics 365 Commerce is available, there are currently no restrictions.

Functional overview

PayPal Wallet in storefront

The connector supports the use of the PayPal Wallet, or PayPal button, for e-commerce payments. When the connector is configured for the online storefront, customers will be presented with the option to pay using the PayPal button at the time of payment. When the customer selects the PayPal button, they will be redirected to a PayPal Wallet mini-browser window where they will be authenticated by PayPal and can select their method of payment. Upon successful authentication and selection of a payment method, the customer will be redirected back to the storefront with the PayPal payment loaded into the checkout form. When the order is placed, the PayPal payment will be included as a payment line on the order, and it will by synchronized to Commerce headquarters.

For more information on PayPal Wallet, visit the PayPal Checkout page hosted by PayPal.

Fulfillment

Orders with PayPal payment lines are fulfilled in the same manner as orders that are paid using a credit card. When an order is created, the PayPal payment is added in an "authorized" state. 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, rather than getting a new authorization for the remainder, the same original authorization will be referenced when the remainder of the order is fulfilled.

Authorization expiration

Orders made using the PayPal Payment Connector should be fulfilled within 30 days. If an order cannot be fulfilled or invoiced within 30 days, the original authorization will expire. The PayPal Connector does not currently support billing agreements. Recurring billing agreements, similar to recurring card references/tokens are required to automatically generate new authorizations after original authorization expiration. This means that if an authorization expires, the order will fall into a "do not process" state and the customer must be contacted to arrange for an alternate form of payment.

Billing agreement support, which allows for creation of new authorizations upon expiration of the original authorization, will be added in a future release.

Testing the PayPal Payment Connector

Creating a PayPal developer account

To test the PayPal Payment Connector, you must first create PayPal developer credentials and a PayPal sandbox environment.

  1. Go to the Test and go live page provided as part of PayPal's development resources.

  2. Select Get Started on the Test and go live page.

  3. On that page, select Log in to the Developer Dashboard.

  4. If prompted to sign in, select Sign up.

  5. Select Business Account, then select Next.

  6. Provide the email address you want to associate with your PayPal account and create a password for your PayPal account.

  7. 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.

  8. After you agree to the terms, specify your business type, and select Continue.

  9. Next, go to the PayPal Developer page and select Log in to Dashboard.

  10. Sign in using the credentials used when creating your PayPal account.

  11. In the developer dashboard, select the Default Application in the list of RestAPI apps.

  12. Note 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.

Set up the connector in Dynamics 365 Commerce

Map the PayPal wallet payment method to a processor payment method

Note

Some of these steps leverage a new capability for supporting wallet payment methods. For more information on this feature, see Wallet payment support.

  1. Go to Retail and Commerce > Channel Setup > Payment methods > Payment methods.
  2. Select New.
  3. Specify a Payment method ID and Payment method name, such as Wallet. Set the Default function to Wallet, and then select Save.
  4. Go to Retail and Commerce > Channel Setup > Payment methods > Card types.
  5. Select New.
  6. Specify an ID, such as PayPal. Set an Electronic payment name, such as PayPal. Set Type to Wallet, and then specify a name for the Issuer, such as PayPal. Select Save.
  7. Select the entry previously created and select Processor mapping.
  8. On the Processor payment method mapping page, select the previously created PayPal card type. In the middle column, select the Dynamics 365 Payment Connector for PayPal and select Add.

Note

The Processor payment method mapping capability adds a new table that must be synchronized to the channel database. To add this data to the Commerce scheduler, you need to initialize the Commerce scheduler. For details, please refer to documentation related to updating commerce scheduler configurations.

Set up the PayPal Payment Connector in payment services

Follow these steps to configure the PayPal payment connector in Payment Services.

  1. In Commerce headquarters, go to Accounts receivable > Payments setup > Payment services.

  2. On the Action Pane, select New, and then on the Setup tab, enter the following information.

    Field Description Sample value
    Payment service Enter the name of the payment service to configure. PayPal
    Payment connector Select the PayPal Payment Connector. Dynamics 365 Payment Connector for PayPal
    Test mode For the PayPal Connector, in production and test environments you should set this field to False. False
    Default processor for credit cards This should be set to No because the call center uses the default processor. No
    Bypass payment processor for zero transactions Specify whether this payment processor should be skipped for transactions that have a 0 (zero) amount. Yes

  3. On the Payment service account tab, enter the following information.

    Field Description Required Automatically set Sample value
    Assembly Name Auto-populated name of the assembly for the Dynamics 365 Payment Connector for PayPal. Yes Yes Binary name
    Service account ID Auto-populated unique identifier for the setup of the merchant properties. This identifier is stamped on payment transactions and identifies the merchant properties that downstream processes should use (such as invoicing). Yes Yes Guid
    Merchant client ID Enter the Sandbox Client ID collected from the PayPal developer dashboard under Default application. Yes Yes String
    Merchant API key Enter the Sandbox Secret collected from the PayPal developer dashboard under Default application. Yes Yes String
    Supported currencies Enter the supported currencies, semicolon separated, to be supported for the PayPal connector. The default is USD. Yes Yes, but can be edited. USD; CAD
    Supported tender types Other payment connectors may support multiple tender types. For PayPal, the only payment method will be PayPal. Yes Yes PayPal
    Supported payment method variants Other payment connectors may return multiple payment method variants. For PayPal, the only variant will be PayPal. Yes Yes PayPal
    Environment This field is used to specify whether transactions should be sent to Sandbox or Live environments. Yes Yes Sandbox or Live

Note

When testing payments in a Sandbox environment, the Environment field should never be set to live and live environment. Merchant client ID and Merchant API keys must never be used. Sandbox environments are for Sandbox testing only.

Set up the PayPal Payment Connector for the online store

  1. In Commerce headquarters, go to Retail and Commerce > Channels > Online stores.

  2. Select the online store to add the Dynamics 365 Payment Connector for PayPal.

  3. On the Online store page, on the Payment accounts FastTab, select Add.

  4. In Connectors, select Dynamics 365 Payment Connector for PayPal.

  5. Enter the following additional information.

    Field Description Required Automatically set Sample value
    Assembly Name Auto-populated name of the assembly for the Dynamics 365 Payment Connector for PayPal. Yes Yes Binary name
    Service account ID Auto-populated unique identifier for the setup of the merchant properties. This identifier is stamped on payment transactions and identifies the merchant properties that downstream processes should use (such as invoicing). Yes Yes Guid
    Merchant client ID Enter the Sandbox Client ID collected from the PayPal developer dashboard under Default application. Yes Yes String
    Merchant API key Enter the Sandbox Secret collected from the PayPal developer dashboard under Default application. Yes Yes String
    Supported currencies Enter the supported currencies, semicolon separated, to be supported for the PayPal connector. The default is USD. Yes Yes, but can be edited. USD; CAD
    Supported tender types Other payment connectors may support multiple tender types. For PayPal, the only payment method will be PayPal. Yes Yes PayPal
    Supported payment method variants Other payment connectors may return multiple payment method variants. For PayPal, the only variant will be PayPal. Yes Yes PayPal
    Environment This field is used to specify whether transactions should be sent to Sandbox or Live environments. Yes Yes Sandbox or Live

Set up the PayPal payment method for the online store

To set up the PayPal payment method for the online store, follow these steps.

  1. In the online store where the PayPal Payment Connector has been configured, on the Setup tab, select Payment methods.
  2. Select New to add a payment method.
  3. In the Payment method field, select the PayPal payment method that you created earlier.
  4. In the Operation name field, select Pay card.
  5. In the Connector name field, select Dynamics 365 Payment Connector for PayPal.
  6. On the Posting FastTab, specify the posting details.
  7. Select Electronic payment setup, select New, and then, in the ID field, select the card type that you previously created for PayPal.
  8. Select Save, and then close the Electronic payment types and Online stores pages.

Note

When testing payments in a Sandbox environment, the Environment field should never be set to live and live environment. Merchant client ID and Merchant API keys must never be used. Sandbox environments are for Sandbox testing only.

After the above changes have been made in Commerce headquarters, synchronize the changes using the 1070 distribution schedule.

Configure PayPal for the Storefront checkout module

For details related to configuring storefront to use PayPal in the checkout module, see Payment module.

Entering a merchant relationship with PayPal

To create a Live merchant account with PayPal, visit the PayPal Checkout page for self-service or connect with a sales representative to discuss custom rates.

Additional resources