E-Commerce Setup in Dynamics NAV
E-Commerce B2B is primarily configured from Dynamics NAV. Except for Storefront design and localization, you use Dynamics NAV to configure all aspects of how E-Commerce B2B works within Dynamics NAV, as well as the behavior of the Storefront.
This page includes the overview of the setup options available.
Base Configuration (initial)
After you have installed the E-Commerce B2B Add-on module, you should configure the solution to fit your anticipated usage scenario.
While you can configure all the aspects manually according to the reference provided in the following sections on this page, it is highly reccomended to start with the base configuration RapidStart package provided by Select Solutions together with the Add-on object files.
See Importing Base Configuration section for the guidance of importing and applying the configuration to your Dynamics NAV.
Dynamics NAV Application Setup
The table below lists the areas of configuration related to how E-Commerce B2B works within Dynamics NAV, e.g. processes orders, and integrates with your current Dynamics NAV setup.
| Configuration Area | Description |
|---|---|
| General | General settings for E-Commerce B2B. |
| Numbering | Numbering of E-Commerce orders and other entities in Dynamics NAV. |
| Order Processing | Settings for e-commerce order taking and processing in Dynamics NAV. |
| Sign-up Templates | Setting up templates to be used for Customer and Contact cards upon processing Sign-ups. |
| Customer E-Mails | Configuration of e-mails sent to your customers from Dynamics NAV. |
| Attachments | Settings for Item image and other attachment handling. |
| Roles and Permissions | User roles and permissions for E-Commerce B2B functionality. |
| Profile for Role Center | Set up E-Commerce Role Center for your e-commerce managers. |
Storefront Setup
The table below lists the areas of configuration related to Storefront behavior, e.g. B2C mode settings and authentication.
| Configuration Area | Description |
|---|---|
| General | General settings for the Storefront. |
| Shipping Methods and Prices | Settings for what shipment methods are available to your e-commerce customers. |
| B2C Behavior | B2C (public) mode settings - whether enabled, and the retail pricing setup. |
| Storefront Administrators | Setting up content administrators allowed to edit content on the Storefront. |
| Notifications and E-Mails | Configuration of e-mails sent to you upon Storefront events, e.g. new orders. |
| Delegated Authentication | Setup for customer authentication using Microsoft, Google, or Facebook accounts. |
Replication
The table below lists the areas of configuration related to data replication between Dynamics NAV and the Storefront.
| Configuration Area | Description |
|---|---|
| Setting Up Replication | Setting up change tracking and Replication Service. |
| Initial Synchronization | Uploading all the relevant data to the Storefront for the first time. |
| Replication Setup | Replication Setup Field Reference. |
| Replicated Data / Entities | Replication data structures and configuration. |