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Dynamic CRM Customer Payment Portal Integration

  • 1.  Dynamic CRM Customer Payment Portal Integration

    Posted Nov 12, 2020 08:03 PM
    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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  • 2.  RE: Dynamic CRM Customer Payment Portal Integration

    Posted Nov 13, 2020 02:39 AM
    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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  • 3.  RE: Dynamic CRM Customer Payment Portal Integration

    Posted Nov 13, 2020 11:29 AM
    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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  • 4.  RE: Dynamic CRM Customer Payment Portal Integration

    GOLD CONTRIBUTOR
    Posted Nov 13, 2020 07:46 AM
    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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  • 5.  RE: Dynamic CRM Customer Payment Portal Integration

    Posted Mar 05, 2021 12:16 AM

    To solve this problem of integration, CRM Jetty'sDynamics 365 Portal is the best solution. Dynamics 365  portal helps to customize the portal in the way you want to have. Some many features and services are easy to customize as per the requirements. This portal provides a self-service portal solution for customers. It helps to engage with customers, partners, and communities. With a unified space for customers and channel partners. It also provides full data security through Dynamics 365 security model. Many solution experts can customize the portal for you.


    For more information regarding the Dynamics 365 Portal and its cost for customization, kindly visit here



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    Fidel Martin
    CRMJetty
    Santa Ana
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