Resources for provisioning and configuring Microsoft Dynamics Online Payment Services

There are many questions related to utilizing Payment Services within Microsoft Dynamics Online.  The purpose of this blog is to provide the various resources that may be helpful in the provisioning and configuring of Payment Services.  Bookmark this page and check back for continued updates.  If you need additional support beyond these pages, please use the steps at the bottom of this article to open a ticket with the support team.

The Dynamics Online quick information page

Partner and Customer sign in page

Provisioning Microsoft Dynamics Online Payment Services
Details: This video will walk you through the process of creating a new customer account, activating that account, signing up for a payment provider, and then activating the payment service in Dynamics Online.

Customer Source
Payment Services – How to choose a payment provider

Payment Services – How to set up Credit Card Processing in Microsoft Dynamics Online  – (See Blog links for steps on connecting this service to Dynamics AX)

Payment Services – How to Set Up Credit Card Processing (AX 2012 R1)

AX 2012 R2 – Connecting a Dynamics Online payment service to AX accounts receivable

AX 2012 R2 for Retail – Configuring the EFT Service in the Retail Hardware Profile with Dynamics Online Payment Services

AX 2012 R2 for Retail – Configuring POS for test mode with Dynamics Online payment service

Dynamics Online user roles

Dynamics Online Payment Services – Common Errors and Troubleshooting Steps

Dynamics Online Payment Services – Payment Provider Sign Ups

Blogs for customizing the EFT plug-in
AX for Retail: A Better Sample for EFT plug-in (Credit Card processing)

AX for Retail 2012: EFT (Credit Card Processing) Sample is Now Available

Download Center:
Microsoft Dynamics AX 2012 White Paper: Credit Card Processing

PCI Implementation Guide for Microsoft Dynamics AX 2012 R2

Set up payment services
Set up credit card authorizations
Accounts receivable parameters (form)
Credit card types (form)
Customer credit cards (form)
Payment services (form)

Common Errors
Dynamics Online Payment Services – Common errors and troubleshooting steps

Other Resources Related to Credit Card Processing
AX for Retail: A Better Sample for EFT plug-in (Credit Card processing)

AX for Retail 2012: EFT (Credit Card Processing) Sample is Now Available

Microsoft Dynamics AX 2009 Security Hardening Guide

Encrypt/Decrypt in AX 2012

Cryptography API in X++

Versions of AX that support Dynamics Online Payment Services

Microsoft Dynamics AX 2009 SP1 RU7 (with KB 979304) and RU8 – (using a Link account interface)
Microsoft Dynamics AX 2012 – (using a Link account interface)
Microsoft Dynamics AX 2012 R2 – (manually enter service information)
Microsoft Dynamics AX 2012 R3 – (manually enter service information)
NOTE: Other supported products include: GP, NAV, POS 2009, RMS 2.0.

Still having trouble?
If you’re still having trouble, you can get assistance in the following ways:

  • Post your questions on the Microsoft Dynamics Community forum.
  • Contact your partner.
  • If you are enrolled in a support plan directly with Microsoft, enter a new support request with Microsoft Dynamics Technical Support.

Getting Help from Technical Support

If you need to file a request for help setting up or using Payment Services, use the following steps to contact Microsoft Technical Support.

  1. If you are a partner:


    If you are a customer:

  2. In the Regarding which customer? field, select the company the request is for, and then click Next.
  3. Under New Support Incident, click the name of the product that you want to use Payment Services with, such as Microsoft Dynamics AX Business Value (2012).
  4. In the Support Topic list, select Company-Wide Features (GAB, Workflow, Number Sequences, and so on).
  5. In the Sub-topic list, select Dynamics Online (site, commerce, and credit card, and then click Next.
  6. Review details for accuracy in the Contact information, Support contract information, and Product information areas and make any necessary updates.
  7. In the Please tell us about your problem area, provide our support team with details about the issue you are having.
  8. Click Submit.

We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!