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Dynamics 365 payment data use

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This article provides an overview of the data that's managed by the payment connectors for Microsoft Dynamics 365.

Key terms

Term Description
Card present The term card present describes the use of a payment connector to process transactions where a physical card is present, such as at a point of sale (POS) register.
Card not present The term card not present describes the use of a payment connector to process transactions where a physical card isn't present, such as in call center or e-Commerce scenarios.

Overview

This article provides specific details about the following areas with respect to data that's managed by the payment connectors:

Data used in card-present scenarios

This section describes all data points that the payment connector receives for card-present scenarios. The payment connector might not use the data.

Payment connector request-specific data

BeginTransactionPaymentTerminalDeviceRequest

Field Description
merchantInformation The merchant information that you define on the POS hardware profile page in the finance and operations client.
invoiceNumber The unique invoice number that the POS generates to track the sales transaction.

UpdateLineItemsPaymentTerminalDeviceRequest

Field Description
totalAmount The total amount on the current sales transaction.
taxAmount The tax amount on the current sales transaction.
discountAmount The discount amount on the current sales transaction.
subTotalAmount The subtotal amount on the current sales transaction.
items The list of product-specific details, such as product names, quantities, or units of measure.

AuthorizePaymentTerminalDeviceRequest

Field Description
amount The amount to authorize.
currency The currency for the amount to authorize.
voiceAuthorization The voice approval code that the POS sends if voice authorization is required.

CapturePaymentTerminalDeviceRequest

Field Description
amount The amount to capture.
currency The currency for the amount to capture.
paymentPropertiesXml The content of the PaymentSdkData object that AuthorizePaymentTerminalDeviceRequest or RefundPaymentTerminalDeviceRequest returns. This content supports stateful properties between the requests. For more information, see the Payment SDK data section later in this article.

VoidPaymentTerminalDeviceRequest

Field Description
amount The amount of the payment to void.
currency The currency for the payment to void.
paymentPropertiesXml The content of the PaymentSdkData object that AuthorizePaymentTerminalDeviceRequest or RefundPaymentTerminalDeviceRequest returns. This content supports stateful properties between the requests. For more information, see the Payment SDK data section later in this article.

RefundPaymentTerminalDeviceRequest

Field Description
amount The amount to refund.
currency The currency for the amount to refund.

ActivateGiftCardPaymentTerminalRequest

Field Description
amount The initial amount to add to the gift card during activation.
currency The currency for the initial amount to add to the gift card during activation.

AddBalanceToGiftCardPaymentTerminalRequest

Field Description
amount The amount to add to the gift card balance.
currency The currency for the amount to add to the gift card balance.

GetGiftCardBalancePaymentTerminalRequest

Field Description
currency The currency to retrieve the gift card balance in.

GetPrivateTenderPaymentTerminalDeviceRequest

Field Description
amount The amount that you set on the POS. Typically, use this variable to show the amount on the payment terminal when you retrieve the card number.

Shared data

Payment SDK data

Field Description
ApprovedAmount The amount that you approve for the transaction.
AvailableBalance The available balance on the card.
ApprovalCode The approval code for the transaction.
ProviderTransactionId The transaction identifier of the payment provider.
AuthorizationResult The result of the authorization call.
ExternalReceipt The external receipt data from the payment provider.
TerminalId The unique identifier of the terminal that handled the payment.

Data used in card-not-present scenarios

This section describes data that you send to the payment connector for card-not-present scenarios. The specific data that each connector processes varies, and a given connector might not use all the data that you provide.

Payment connector method–specific data

Authorization

Namespace Field Description
MerchantAccount MerchantId The merchant information that's defined on the POS hardware profile page in the finance and operations client.
PaymentCard Last4Digits The last four digits of the card that's used for the payment.
PaymentCard UniqueCardId The unique randomized identifier of the card that's used for the payment.
PaymentCard ExpirationYear The expiration year of the card that's used for the payment.
PaymentCard ExpirationMonth The expiration month of the card that's used for the payment.
PaymentCard StreetAddress The street of the billing address that's associated with the card that's used for the payment.
PaymentCard City The city of the billing address that's associated with the card that's used for the payment.
PaymentCard State The state or province of the billing address that's associated with the card that's used for the payment.
PaymentCard PostalCode The postal code of the billing address that's associated with the card that's used for the payment.
TransactionData IndustryType The type of channel where the payment occurred (for example, Retail, Direct Marketing, or E-Commerce).
TransactionData AllowPartialAuthorization A value that indicates whether partial authorization is supported.
TransactionData Amount The total amount of the transaction.
TransactionData CurrencyCode The currency code for the transaction.
TransactionData TerminalId The unique identifier of the terminal where the transaction occurred.
PurchaseLevelData L2Data The list of "Level 2" data. For more information, see the L2 data section later in this article.
PurchaseLevelData L3Data The list of "Level 3" data. For more information, see the L3 data section later in this article.

Capture

Namespace Field Description
MerchantAccount MerchantId The merchant information that's defined on the POS hardware profile page in the finance and operations client.
TransactionData Amount The total amount of the transaction.
TransactionData CurrencyCode The currency code for the transaction.
PurchaseLevelData L2Data The list of "Level 2" data. For more information, see the L2 data section later in this article.
PurchaseLevelData L3Data The list of "Level 3" data. For more information, see the L3 data section later in this article.

Void

Namespace Field Description
MerchantAccount MerchantId The merchant information that's defined on the POS hardware profile page in the finance and operations client.
TransactionData Amount The total amount of the transaction.
TransactionData CurrencyCode The currency code for the transaction.

Refund

Namespace Field Description
MerchantAccount MerchantId The merchant information that's defined on the POS hardware profile page in the finance and operations client.
PaymentCard Last4Digits The last four digits of the card that's used for the payment.
PaymentCard UniqueCardId The unique randomized identifier of the card that's used for the payment.
PaymentCard ExpirationYear The expiration year of the card that's used for the payment.
PaymentCard ExpirationMonth The expiration month of the card that's used for the payment.
PaymentCard StreetAddress The street of the billing address that's associated with the card that's used for the payment.
PaymentCard City The city of the billing address that's associated with the card that's used for the payment.
PaymentCard State The state or province of the billing address that's associated with the card that's used for the payment.
PaymentCard PostalCode The postal code of the billing address that's associated with the card that's used for the payment.
TransactionData IndustryType The type of channel where the payment occurred (for example, Retail, Direct Marketing, or E-Commerce).
TransactionData AllowPartialAuthorization A value that indicates whether partial authorization is supported.
TransactionData Amount The total amount of the transaction.
TransactionData CurrencyCode The currency code for the transaction.
TransactionData TerminalId The unique identifier of the terminal where the transaction occurred.
PurchaseLevelData L2Data The list of "Level 2" data. For more information, see the L2 data section later in this article.
PurchaseLevelData L3Data The list of "Level 3" data. For more information, see the L3 data section later in this article.

GetPaymentAcceptPoint

Namespace Field Description
MerchantAccount MerchantId The merchant information that's defined on the POS hardware profile page in the finance and operations client.
PaymentCard Name The name of the cardholder.
PaymentCard StreetAddress The street of the billing address that's associated with the card that's used for the payment.
PaymentCard City The city of the billing address that's associated with the card that's used for the payment.
PaymentCard State The state or province of the billing address that's associated with the card that's used for the payment.
PaymentCard PostalCode The postal code of the billing address that's associated with the card that's used for the payment.
PaymentCard CountryRegion The country/region of the billing address that's associated with the card that's used for the payment.
PaymentCard ShowSameAsShippingAddress A value that identifies whether the billing address is the same as the shipping address.
TransactionData IndustryType The type of channel where the payment occurred (for example, Retail, Direct Marketing, or E-Commerce).
TransactionData AllowPartialAuthorization A value that indicates whether partial authorization is supported.
TransactionData CurrencyCode The currency code for the transaction.
TransactionData TerminalId The unique identifier of the terminal where the transaction occurred.

Shared data

L2 data

Note

L2 data is sent to the connector only if this behavior is explicitly configured through the corresponding connector configuration in the Commerce client.

Namespace Field Description
L2Data OrderDateTime The date and time when the order occurred.
L2Data OrderNumber The order number that's associated with the order.
L2Data InvoiceDateTime The date and time when the order was invoiced.
L2Data InvoiceNumber The invoice number for the order.
L2Data OrderDescription The description of the order.
L2Data SummaryCommodityCode The commodity code that's associated with the product.
L2Data MerchantContact The contact information for the merchant.
L2Data MerchantTaxId The unique tax identifier of the merchant.
L2Data MerchantType The unique merchant identifier that's maintained by the payment processor.
L2Data PurchaserId The unique identifier of the purchaser.
L2Data PurchaserTaxId The unique tax identifier of the purchaser.
L2Data ShipToCity The city of the shipping address.
L2Data ShipToCounty The county of the shipping address.
L2Data ShipToState_ProvinceCode The state or province code of the shipping address.
L2Data ShipToPostalCode The postal code of the shipping address.
L2Data ShipToCountryCode The country/region code of the shipping address.
L2Data ShipFromCity The city of the address that the order ships from.
L2Data ShipFromCounty The county of the address that the order ships from.
L2Data ShipFromState_ProvinceCode The state or province code of the address that the order ships from.
L2Data ShipFromPostalCode The postal code of the address that the order ships from.
L2Data ShipFromCountryCode The country/region code of the address that the order ships from.
L2Data DiscountAmount The discount amount that applies to the specific line item part of the order.
L2Data MiscCharge The miscellaneous charges that apply to the specific line item part of the order.
L2Data DutyAmount The duty amount that applies to the specific line item part of the order.
L2Data FreightAmount The freight amount that applies to the specific line item part of the order.
L2Data HandlingCharge The handling charge that applies to the specific line item part of the order.
L2Data IsTaxable A value that identifies whether the specific line item part of the order is taxable.
L2Data TotalTaxAmount The total tax amount that applies to the specific line item part of the order.
L2Data TotalTaxRate The total tax rate that applies to the specific line item part of the order.
L2Data MerchantName The name of the merchant.
L2Data MerchantCity The city of the address of the merchant.
L2Data MerchantState The state or province of the address of the merchant.
L2Data MerchantCounty The county of the address of the merchant.
L2Data MerchantCountryCode The country/region code of the address of the merchant.
L2Data MerchantZip The postal code of the address of the merchant.
L2Data TaxRate The tax rate that applies to the specific line item part of the order.
L2Data TaxAmount The tax amount that applies to the specific line item part of the order.
L2Data TaxDescription The description of the taxes that apply to the specific line item part of the order.
L2Data TaxTypeIdentifier The type identifier of the taxes that apply to the specific line item part of the order.
L2Data RequesterName The name of the requester.
L2Data TotalAmount The total amount of the specific line item part of the order.
L2Data PurchaseCardType The card type of the purchaser.
L2Data AmexLegacyDescription1 Legacy American Express description field 1.
L2Data AmexLegacyDescription2 Legacy American Express description field 2.
L2Data AmexLegacyDescription3 Legacy American Express description field 3.
L2Data AmexLegacyDescription4 Legacy American Express description field 4.
L2Data TaxDetails[].TaxRate The list of individual tax rates that apply to the specific line item part of the order.
L2Data TaxDetails[].TaxDescription The list of individual descriptions of the taxes that apply to the specific line item part of the order.
L2Data TaxDetails[].TaxAmount The list of individual tax amounts that apply to the specific line item part of the order.
L2Data TaxDetails[].TaxTypeIdentifier The list of type identifiers of the taxes that apply to the specific line item part of the order.
L2Data MiscellaneousCharges[].ChargeType The list of charge types that apply to the specific line item part of the order.
L2Data MiscellaneousCharges[].ChargeAmount The list of charge amounts that apply to the specific line item part of the order.

L3 data

Note

You send L3 data to the connector only if you explicitly configure this behavior through the corresponding connector configuration in the Commerce client.

Namespace Field Description
L3Data SequenceNumber The sequence number of the item for the order.
L3Data CommodityCode The commodity code associated with the product.
L3Data ProductCode The unique code of the product.
L3Data ProductName The name of the product.
L3Data ProductSKU The stock keeping unit (SKU) of the product.
L3Data Descriptor The description of the product.
L3Data UnitOfMeasure The unit of measure of the product.
L3Data UnitPrice The unit price of the product.
L3Data Discount The discount that applies to the product.
L3Data DiscountRate The discount rate that applies to the product.
L3Data Quantity The quantity of the product.
L3Data MiscCharge The miscellaneous charge of the product.
L3Data NetTotal The net total amount of the product.
L3Data TaxAmount The tax amount of the product.
L3Data TaxRate The tax rate of the product.
L3Data TotalAmount The total amount of the product.
L3Data CostCenter The cost center of the product.
L3Data FreightAmount The freight amount of the product.
L3Data HandlingAmount The handling amount of the product.
L3Data CarrierTrackingNumber The carrier tracking number of the product that's being shipped.
L3Data MerchantTaxID The unique tax identifier of the merchant.
L3Data MerchantCatalogNumber The catalog number of the merchant.
L3Data TaxCategoryApplied The tax category that applies to the product.
L3Data PickupAddress The street of the pickup address.
L3Data PickupCity The city of the pickup address.
L3Data PickupState The state or province of the pickup address.
L3Data PickupCounty The county of the pickup address.
L3Data PickupZip The postal code of the pickup address.
L3Data PickupCountry The country/region of the pickup address.
L3Data PickupDateTime The date and time of the pickup.
L3Data PickupRecordNumber The record number of the pickup.
L3Data CarrierShipmentNumber The shipment number of the carrier.
L3Data UNSPSCCode The United Nations Standard Products and Services Code (UNSPSC).
L2Data TaxDetails[].TaxRate The list of individual tax rates that apply to the specific line item part of the order.
L2Data TaxDetails[].TaxDescription The list of individual descriptions of the taxes that apply to the specific line item part of the order.
L2Data TaxDetails[].TaxAmount The list of individual tax amounts that apply to the specific line item part of the order.
L3Data TaxDetails[].TaxTypeIdentifier The list of type identifiers of the taxes that apply to the specific line item part of the order.
L3Data MiscellaneousCharges[].ChargeType The list of charge types that apply to the specific line item part of the order.
L3Data MiscellaneousCharges[].ChargeAmount The list of charge amounts that apply to the specific line item part of the order.

Additional resources

Create an end-to-end payment integration for a payment terminal

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