Channel setup prerequisites

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

Before you create a Dynamics 365 Commerce channel, you must complete several prerequisite tasks. The following lists of prerequisite tasks are organized by channel type.

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