1.eShop Installation Guide
The purpose of this document is to guide you through the Installation and Setup of eShop for Dynamics 365 Business Central. This document assumes that the eShop App has been downloaded from Microsoft AppSource onto your Dynamics 365 Business Central.
2.eShop Account Registration
Upon successfully downloading the app from Microsoft Appsource, eShop creates two Icons on the home page > ACTIONS area of the Dynamics 365 Business Central – +eShop Account Registration and +eShop Setup Card.
NOTE: Alternatively, you can access the +eShop Account Registration from the Notification area just under the Website’s header.
• +eShop Account Registration – Will be used to collect information from you to create necessary URLs and share.
• +eShop Setup Card – a place where you’ll configure the URLs and default settings to apply for the new site created.
TO START: Go to Dynamics 365 Business Central Dashboard > click on the +eShop Account Registration and follow the onscreen instructions to register with us. This opens the ESHOP SETUP WIZARD.
Follow the prompts in the ESHOP SETUP WIZARD to set up the ESHOP ACCOUNT REGISTRATION information.
Fields with a red asterisk are required fields and must be completed to move forward.
After completing the ESHOP ACCOUNT REGISTRATION form with all the required fields > click Submit. You will receive an email confirmation from Dynamics eShop within 24 hours of successfully submitting your ESHOP ACCOUNT REGISTRATION form > click Finish.
NOTE: Dynamics eShop will setup a website and email you the Website’s URL. (For Microsoft Team Please check the test accounts document).
3.eShop Setup Card
Once you have your credentials on hand, you are ready to proceed with the Installation.
Begin by accessing Dynamics 365 Business Central > +eShop Setup Card. There are 3 steps you must complete on this page:
1. Enter your eShop URL in the field under General. The eShop Admin URL field will be automatically populated
2. Run Default Setup
3. Get Web Service Login info
NOTE: If for any reason you are not able to see the +eShop Setup Card in your ACTIONS area, this means the User ID you are using for your login does not have the required permission to access eShop. But you should still be able to get into the +eShop Setup Card via Notification Link.
Enter your eShop URL > tab over the eShop Admin URL and the Web Service URL fields as they will be auto populated. Should the fields not autofill – and for future reference – our email confirmation will contain both the eShop Admin URL and the Web Service URL to fill in those fields.
Run Default Setup
On the eShop setup card Page > Click on the RUN DEFAULT SETUP Icon located on the Ribbon . This will configure the default settings, auto generate the necessary fields within the Numbering section of the eShop setup card and setup the WEB SERVICE LOGIN INFO.
Web Service Login Info
When you click on the WEB SERVICE LOGIN INFO Icon, you will be directed to your Dynamics 365 Business Central User Information Page. Make note of the User Name and the Web Service Access Key information field(This information will need to setup by accessing your Website’s backend. You can access the backend by logging into your Website with your administrative email and Password).
Once you have completed this, the setup in Dynamics 365 Business Central will be complete.
Your new Website is now ready with the Standard theme implementation.
4.eShop Admin Setup
Your next step is to connect the Website to your Dynamics 365 Business Central. To do this, follow the steps below.
o You will need your new Website URL and credentials provided to you in your original eShop email. You can either type or copy and paste the Website URL into your internet browser as you would to access any other website. When the page appears, login using the credentials from that same email. You will then be able to access the backend of the Website by clicking on the ADMINISTRATIVE link which will be located on the top of your homepage.
o On the eShop Setup Card > click on the eShop Admin URL link. It will take you directly to the backend of your Website.
From the eShop Admin Setup Page > Select ERP Webshop Services on the left-hand side panel.
Enter the following information into each of the 3 fields encased within the red box.
• UserName: Your Dynamics 365 Business Central Login UserName
• Password: The Web Service Access Key which you can find in the Web Service Access section of the eShop Setup Card
• ERP Web Service Path: Refer to the Web Service URL from the General section of the eShop Setup Card
Once the above 3 fields are Completed > Click the “TEST CONNECTION” Button to test the connection to your website. If your connection is successful you will see the ‘connection successful’ message and your website is ready with Real-Time integration to Dynamics 365 Business Central.
5.User Guide to Setting up the Data
Once the Website is Live, prepare the Website with data for testing Integration. This means publishing the data from Dynamics 365 Business Central to the Website. There are 2 ways of accomplishing this: 1) Manually by publishing each product individually, or 2) Mass publish by using our One Click Install functionality. Below is a procedure to setup the data individually. Start with publishing a category and then the Item so every Item created can be associated to their respective category.
5.1.Create and Publish Category
From the Dynamics 365 Business Central Homepage > click on +eShop Setup Card
From the eShop Setup Card page > Click on the eShop Categories Tab.
Provide a unique CATEGORY ID, NAME and PARENT CATEGORY ID. To begin > click New on the Ribbon to add an empty line of fields to begin. You can then click into the empty CATEGORY ID field to begin typing your first unique ID then > through and complete all 3 fields.
NOTE: The Default for the ESHOP CATEGORY LIST is to allow you to make edits – notice that the Edit List Icon is highlighted in grey . Once on the form, you can click on this tab and the form will change to view only mode.
NOTE: If you are creating a parent category, leave the PARENT CATEGORY ID field blank. For example, say you are selling women’s clothing. Women’s clothing would be the parent category with its own unique CATEGORY ID. Within women’s clothing, you will have subcategories such as dresses, blouses and skirts, etc., all with their own unique CATEGORY ID. However, these subcategories will need the PARENT CATEGORY ID. Which will be the CATEGORY ID you used for Women’s clothing.
ESHOP ENABLED will need to be checked to publish the category to the website. When you check the ESHOP ENABLED check box for a new category, you will get a pop-up box alerting you to Push the Publish Button > click OK.
On the Ribbon > Click Actions > Click the eShop drop-down menu > Select Publish.
You will receive a pop-up confirming that your Category has been published > click OK.
NOTE: The ESHOP ID field will be auto populated with a unique number once the category is
TO TEST: Go to your Website. The category you just published should show on the homepage.
You can also look for it under the products section from the main Ribbon.
5.2.Create and Publish an Item
From the Dynamics 365 Business central Home page go to the +eShop setup card and > Click the “ITEM LIST “ Icon .
The eShop Item List will appear .Here you can either select, edit or add items to your inventory Categories . If you want to create/add a new item > click the +New Icon.
You can Edit an existing item > click anywhere on its picture or its name.
If you are creating a new item, you will need to fill in all the mandatory fields for your item. Mandatory fields are indicated with a red asterisk. Specifically, as the Description, Base Unit of Measure, General Product Posting Group and Inventory Posting Group, Unit price etc.
The item is now enabled and ready to push to your Website.
From the Ribbon > Click on Navigate > Click on eShop the drop-down menu > Click the Publish Icon.
The eShop ID is auto populated. This will occur once the Item has been published and you have received a confirmation popup stating same.
TO TEST: Go to your Website, search for the new published Item in the search field or in the products tab from the Ribbon, you will find the Item listed under its respective category.
5.3.Create an eShop User
5.3.1.B2B User: created in Dynamics 365 Business Central
From the Dynamics 365 Business central Homepage > Click on +eShop Setup Card > ACTIONS then > Click the eShop Users Icon.
Click on +NEW to create a new eShop User.
NOTE: The default for ESHOP USERS is to allow for editing – notice that the Edit List Icon is highlighted in grey. Once on the form, you can click on this tab and the form will change to view only mode.
To create a user, enter the following information for all the mandatory fields:
Click the > Publish Icon. Once Published, the ESHOP ID number will be auto populated and inserted into the field.
TO TEST: Go to your Website > Click on the LOCK Icon at the top of your screen > Click LOG IN . Enter your email address and Password in the RETURNING CUSTOMER area. If your eShop user was created successfully, you will be logged into your Website.
5.3.2.B2C User: created on your Website
Typically, customers are encouraged to Register (create an account) on your Website. That way they can check to see if their account information is in the system. They will also be able to view their transactions, open orders and close orders. To create a customer account:
Go to the Website > Click on the LOCK Icon and > Select REGISTER > enter all the mandatory fields on the page and > Click the REGISTER Button. This will create a web customer entry in Dynamics 365 Business Central.
TO TEST: After you have created the Account > logout > Click on the LOCK Icon > Click on the LOGIN Icon > enter your email address and password into the RETURNING CUSTOMER area. If an account was created successfully, you will be logged in.
6. Create an Order
Log into the Website with your user Credentials (email and password) you just created.Then go ahead a browse the website.Select an item and add it to your cart.You can preview what is in your shopping cart by hovering over SHOPPING CART at the top of your screen then > click on the GO TO CART Button.
Click on the CHECKOUT Button.
Here you will follow 6 steps before completing your order as you would any regular online purchase:
This creates a real-time sales order in the Dynamics 365 Business Central.
TO TEST: Note the Order Number and to Dynamics 365 Business Central > Sales Order > search with the Order Number. Verify that the item you purchased shows up as a Lines item.
NOTE: eShop integrates in real-time with most shipping carriers to pull the current shipping prices onto the Website. eShop also provides integration with payment gateways for credit card processing. All this information needs to be setup in the backend by keying in your administrative credentials (administrative email and password). Once the basic functionality has been tested to your satisfaction, eShop can help with advanced setup of the Website and mass publishing of your data to the Website.