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
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
Additional resources
Organizations and organizational hierarchies overview