Installation and Setup for Chase E-xact

This page provides step-by-step instructions for getting started with Chase E-xact for Connect 365.

Chase E-xact is available for use in North America. Contact us if you need payment processing in other regions.

Prerequisites

IMPORTANT: Before beginning setup of Chase E-xact 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 > Chase Settings

Create new setting records with the following values:

Feature Name Type Value
Chase Hosted Page URL Single Line of Text The url for the Chase E-xact pay page. https://checkout.e-xact.com/payment for prod, https://rpm.demo.e-xact.com/payment for dev/testing
Chase Payment Page ID Single Line of Text The Payment Page ID for your hosted pay page configuration.
Chase Transaction Key Single Line of Text The unique HMAC-MD5 hash key for the request to your pay page. This can be located under "Security" in the E-xact payment page configuration. This needs to be kept safe.
Chase Response Key Single Line of Text The unique key for validating the MD5 hash in the response. This can be located under "Security" in the E-xact payment page configuration. This needs to be kept safe.
Chase Test Mode Single Line of Text Process the payment in test mode. Use true for dev/test, and false for production.

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.
    The selector parameter is a CSS selector to control the placement of a Pay Invoice button. Use web browser developer tools to view the HTML structure of the web page and choose the exact placement if the default location as documented doesn't work or needs to be customized.
Field Type Liquid Code
JavaScript (e.g. Custom JavaScript field of an entity form)
Template "Connect 365 - Payment" not found.
HTML (e.g. Copy field of a web page)
Template "Connect 365 - Payment" not found.

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.