Installation and Setup for Authorize.Net

This page provides step-by-step instructions for getting started with Authorize.Net for Connect 365

Prerequisites

IMPORTANT: Before beginning setup of Authorize.Net for Connect 365, please ensure that the following setup steps have been completed:

Dynamics 365 Solutions Import

Import the following solutions into Dynamics 365:

  1. AdoxioConnect365Base_managed.zip
  2. AdoxioConnect365Payment_managed.zip

Security Role Assignment

Add the Connect 365 Application User to the following security roles:

  1. Connect 365 Application – Payment

Connect 365 Settings

In the Dynamics 365 web client, navigate to Connect 365 > Payment > Authorize.Net Settings

For more information about settings for the hosted payment page, please see: https://developer.authorize.net/api/reference/features/accept_hosted.html#Hosted_Form_Parameter_Settings

The following settings are supported:

Feature Name Type Value
Authorize.Net API Login ID Single Line of Text Required. The merchant API Login ID provided in the Authorize.Net Merchant Interface under Settings > API Credentials & Keys
Authorize.Net Transaction Key Single Line of Text Required. The merchant Transaction Key provided in the Authorize.Net Merchant Interface under Settings > API Credentials & Keys
Authorize.Net Payment Page Url Single Line of Text The url for the Authorize.Net hosted payment page.
  • Testing Payment Page URL: https://test.authorize.net/payment/payment
  • Production Payment Page URL: https://accept.authorize.net/payment/payment
If this value is not provided, the Testing Payment Page URL above will be used.
Authorize.Net Return: Cancel Button Text Single Line of Text Text for the "Cancel" button in the hosted payment page.
Default: "Cancel"
Authorize.Net Return: Continue Button Text Single Line of Text Text for the "Continue" button in the hosted payment receipt page.
Default: "Continue"
Authorize.Net Button: Submit Button Text Single Line of Text Text for the "Pay" button in the hosted payment page.
Default: "Pay"
Authorize.Net Payment: Show Credit Card Two Options Whether or not to show the credit card payment option in the hosted payment page.
Default: Yes
Authorize.Net Payment: Card Code Required Two Options Whether or not to require Card Code Validation in the hosted payment page.
Default: No
Authorize.Net Payment: Show Bank Account Two Options Whether or not to show the bank account payment option in the hosted payment page. Note that bank account fields will only appear if the merchant has added eCheck.Net to their payment gateway.
Default: Yes
Authorize.Net Security: Use Captcha Two Options Whether CAPTCHA is required on the hosted payment page.
Default: No
Authorize.Net Shipping: Show Address Two Options Determines whether shipping address options will be shown on the hosted payment page.
Default: No
Authorize.Net Shipping: Address Required Two Options Whether shipping address will be required.
Default: No
Authorize.Net Billing: Show Address Two Options Determines whether billing address options will be shown on the hosted payment page.
Default: No
Authorize.Net Billing: Address Required Two Options Whether billing address will be required.
Default: No
Authorize.Net Order: Show Merchant Name Two Options Whether to show the Merchant Name (your company's name) on the hosted payment page.
Default: Yes
Authorize.Net Order: Merchant Name Single Line of Text Your company's name to be displayed on the hosted payment page. If this value is not provided, Show Merchant Name will be set to No.

Dynamics 365 Portal Web Template

In the Dynamics 365 web client, navigate to Portals > Content > Web Templates, and create the following web templates.

Name Website Source
Connect 365 - Widget Choose the appropriate website Download as text
Connect 365 - Payment Choose the appropriate website Download as text

Dynamics 365 Portal Site Settings

If they do not already exist, create the following site settings:

Name Value Notes
Connect365/Url

Enter your provided adoxiocloud.com domain.

e.g. https://contoso.adoxiocloud.com

This site setting may already exist as it is used to load all Connect 365 widgets.

It is referred to by the previously created web templates to generate HTML script elements referring to your Connect 365 instance.

Web Template Usage

  1. On a web page, create and assign an entity form for the invoice entity in Read Only mode, with the invoice ID present as the id query string parameter.
    This functionality will not work in a modal entity form opened from a sub-grid, please ensure it is used on an entity form viewed from a web page.
  2. Use one of the following Liquid code fragments.
Field Type Liquid Code
JavaScript (e.g. Custom JavaScript field of an entity form)
{% include 'Connect 365 - Payment' type: 'script', provider: 'AuthorizeNet', 
    selector: 'div.actions' %}
HTML (e.g. Copy field of a web page)
{% include 'Connect 365 - Payment', provider: 'AuthorizeNet' 
    selector:'div.actions' %}

When viewing the entity form, a Pay Invoice button will be displayed at the bottom of the form. Following payment, the user is redirected back to the same web page and a success or failure message will be displayed at the top of the form.