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Dynamic CRM Customer Payment Portal Integration

  • 1.  Dynamic CRM Customer Payment Portal Integration

    Posted 20 days ago
    I'm trying to find a way to take the data from Dynamics 365 CRM (what we are using as our customer & sales database), and have it generate an invoice to email to the client to go pay their bill online.  Has anyone found a good solution for this?  Any customizable out of the box solutions?

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    Kristin Harbak
    Mainstreet Financial Services, Inc
    Seattle WA
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Dynamic CRM Customer Payment Portal Integration

    SILVER CONTRIBUTOR
    Posted 20 days ago
    Hi Kristin,

    for document automation (e.g. invoice) we are using document core pack as long as it is a only D365CE implementation. In more complex environments or as strategic document generation tool we are using Lasernet or Dox42.

    Finally these tools are only for generating invoices. I cannot recommend any special online payment platform and looking forward, what others can recommend. However, integration of an online payment platform does not seem to be a big thing. For example you could integrate a Paypal link into the mail body to your paypal account and put the payment amount in the link.

    I hope this helps.

    Best Regards
    Torsten

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    Torsten Harden
    Solution Architect
    Sycor-Group
    Goettingen / Germany
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Dynamic CRM Customer Payment Portal Integration

    Posted 20 days ago
    We also use documents core pack for invoice generation.  Would love to be able to have this populate into an online portal, where the customer can login using the link we email them and have their invoice available online to approve and pay.  We have our own team to develop something, but I was just trying to see if anyone had found a way to not develop their own solution from scratch.

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    Kristin Harbak
    Mainstreet Financial Services, Inc
    Seattle WA
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Dynamic CRM Customer Payment Portal Integration

    GOLD CONTRIBUTOR
    Posted 20 days ago
    Hi Kristin,

    I wonder if there is any OOB features for this. I developed a plug-in to run financial transactions with other system.

    Thanks,


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    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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