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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Automating Member Paym...
Microsoft Dynamics CRM (Archived)

Automating Member Payments via a Pay Link on invoices through Dynamics 365 CRM

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Posted on by vdarbha 7

I am looking for a developer who can assist with a simple task of adding a pay link in the invoice generated in Dynamics 365 CRM, integrate a payment gateway, post the payment in GP and mark D365 CRM record as paid.  Thoughts?   

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    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    where is the link to D365 Portals here? can you make sure the tags are correct?

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,603 on at

    I can do this - contact me over my email - vipinjaiswal12@gmail.com

    Design is something like this.

    Once a Pay Link is clicked by a user

    1) A a record in the form of messages (Invoice Payment Activated) is to be created in some custom entity (Invoice Messages), with basic Invoice details.

    2) After we received a payment confirmation from payment gateway, we need to validate the payment gateway success

    3) If payment is failed - Custom messages created above need to be changed to status - Invoice Payment Failed. (No further Action)

    4) If payment is success - Custom messages created above needs to be changed to status - Invoice Payment Done.

    5) On Successful payment, we can trigger a CRM plugin which would post payment in GP and mark invoice as paid. 

    Follow my Blog here : https://vjcity.blogspot.com/

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