Channel setup prerequisites

This article presents an overview of channel setup prerequisites in Microsoft Dynamics 365 Commerce.

Before a Dynamics 365 Commerce channel can be created, several prerequisite tasks must be completed. The following lists of prerequisite tasks are organized by channel type.

Note

Some documentation is still being written, and links will be updated as new content is published.

Initialization

• Initialize seed data

Global prerequisites required for all channel types

• Define and configure your legal entity structure
• Configure your organizational hierarchy
• Set up a warehouse
• Configure sales tax
• Set up an email notification profile
• Set up number sequences
• Set up a default customer and address book

Retail channel prerequisites

• Info codes and info code groups
• Set up a retail functionality profile
• Set up an employee address book
• Set up a screen layout
• Set up a hardware station

Call Center channel prerequisites

• Call center parameters
• Call center order and refund payment methods
• Call center modes of delivery and charges

Online channel prerequisites

• Create an online functionality profile

Additional resources

Channels overview

Organizations and organizational hierarchies overview

Set up organization hierarchies

Create legal entities

Set up a retail channel

Set up an online channel