This page will provide step-by-step instructions for getting started with Moneris for Connect 365.
Import the following solutions into Dynamics 365:
Add the Connect 365 Application User to the following security roles:
In the Dynamics 365 web client, navigate to Connect 365 > Payment > Moneris Settings.
Create new setting records with the following values:
Feature | Name | Type | Value |
---|---|---|---|
Moneris | Hosted Page URL | Single Line of Text |
The URL of the hosted page where the invoice data is posted to. URLs are documented at https://developer.moneris.com/en/Documentation/NA/E-Commerce%20Solutions/Hosted%20Solutions/Hosted%20Payment%20Page. Canada
USA
|
Moneris | Pay Page Key | Single Line of Text | The hpp_key value shown in the Moneris store. |
Moneris | Pay Page Store ID | Single Line of Text | Use the pp_store_id value shown in the Moneris store. |
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 |
If they do not already exist, create the following site settings:
Name | Value | Notes |
---|---|---|
Connect365/Url |
Enter your provided adoxiocloud.com domain. e.g. |
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. |
id
query string parameter.
Field Type | Liquid Code |
---|---|
JavaScript (e.g. Custom JavaScript field of an entity form |
{% include 'Connect 365 - Payment' type: 'script', provider: 'moneris', selector: 'div.actions' %} |
HTML (e.g. Copy field of a web page) |
{% include 'Connect 365 - Payment' provider: 'moneris', 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.