Integrations / Microsoft Dynamics CRM

FAQ’s

FAQ’s

Accept credit, debit, and eCheck payments inside of Dynamics CRM

Accept credit, debit, and eCheck payments inside of Dynamics CRM

Give your sales team the ability to accept payments directly on sales calls – inside of Microsoft Dynamics CRM. No development needed and easy to install.

Dynamics CRM Integration

  • Accept Credit, Debit & eCheck

  • Native to Microsoft

  • Certified Microsoft Partner

  • Guaranteed Cost Savings

Watch a quick 90-second video above

Save time by managing your incoming payments in Dynamics CRM

  • Accept credit, debit, and eCheck payments directly on contact. Take payments immediately without creating an invoice.

  • Automatically creates invoices and syncs payments back into your Microsoft Dynamics ERP or accounting system.

  • Cuts down on user error and puts time back in your day by eliminating double data entry.

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Get paid faster with simplified payment options

Email Payment Links

Send emails with secure payment links to collect invoices online. No customer login is required.

Email invoice payment links from inside of Dynamics CRM

Safely store customer credit card information for quick and convenient payment on future invoices.

Save customer credit cards for future payments

Easily view all transaction history, in one centralized place.

View transaction history inside of Dynamics CRM

Take payments, generate orders, and manage invoices right from your phone.

Accepts payments on the go from your phone