Hello
WE are currently evaluating how to implement credit card surcharges within Dynamics 365 Finance & Operations, and I am hoping to learn from others who have already gone through the process. Specifically, I am interested in understanding:
1. Base D365 functionality/customer development
a. Did you leverage standard D365 functionality or build custom logic within the ERP to apply surcharges?
b. How did you ensure state and jurisdiction specific compliance, given the variability in surcharge rules (allowed states, caps, disclosures requirements, etc.)
c. How were you able to identify Credit Card vs. Debit Card.
d. How are surcharges handled across different channels (ERP invoices, customer statements, payments applied post invoice)
2. Third Party service providers
a. Did you use an outside provider to calculate and apply surcharges instead of managing this directly in D365?
b. If so, which provider did you use, and how was the integration structured (real-time vs. batch, ERP vs. payment gateway)
c. Were surcharges, applied directly to customer invoices, or handled externally during the payment processing.
3. Operational considerations
a. How did you manage disclosures, customer communication and auditability?
b. Any lessons learned or pitfalls to avoid (especially around compliance, reporting or customer experience)?
We are weighting the tradeoffs between ERP-based logic versus leveraging a specialized provider and would appreciate any insights, architectures, or recommendations you are willing to share.
Thank you in advance
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