Integrating Payment Express with CRM Dynamics & Portals

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Hi,

We are looking at integrating our current CRM Dynamics Portal with Payment Express so that Users can pay online through the portal.

Has anyone done this before? We are interested in what kind of development would be needed time wise - the payment express guide seems pretty straightforward but we have been given a large estimate for development and integration. Is there a standard expectation of hours required or has can anyone speak from experience based on DPS integration Framework and Integration Implementation on Portal?

Thanks

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Nick.Doelman 1,947 Most Valuable Professional on at

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I have not worked with payment express specifically but we have integrated with some different online payment gateways. Since you can't modify the backend code directly for Dynamics 365 Portals it makes it a bit more tricky but still possible.

Essentially you can create a "companion" web app hosted ideally in Azure that would talk to the API of your payment gateway and also talk to D365 directly via the SDK.

From the D365 portal, you add a link or a "pay now" button that would pass over information (invoice #, amount, etc) to the companion app where the user could enter in credit card info and submit.

The payment gateway would send info back which your companion app would call Dyn365 SDK methods to update info (e.g. marked as paid).

You would need to consider security and authentication. I recommend you download and look at Adoxio's dynamics portal companion app as a method to persist the authentication between the portal and the payment interface/companion app.

github.com/.../dynamics-portal-companion-app

Another approach is to take a look as this presentation as George Doubinski shows an example of integrating the portal with stripe payments.

channel9.msdn.com/.../ARCH332a

In terms of effort, I would say a developer should spend a few days to a week for a simple "pay now and enter a credit card", but with anything, more features would require more effort and it depends on how good Payment Express's API is.

Good luck!

Cheers

Nick

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Community Member on at

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Thanks Nick, I will take a look at those links. Really appreciate you taking the time to share your wisdom!

Cheers

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Rizwan Aarif 480 on at

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Hi Amber,

How did you go with the Payment Integration for Portals?

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Community Member on at

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We have had some developers working on it, looking good - set to go live end of next week!

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Ryan Kim 10 on at

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Hi Amber,

I'm looking into payment gateway options. Can you please share the code? I'd like to see how it is implemented the payment on CRM & portal.

thanks,

Ryan

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Rizwan Aarif 480 on at

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Hi Ryan,

I have implemented it using a companion app. I can demo to you if you want.

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Community Member on at

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Hi Rizwan,

I am attempting to do the same. I would love to see a demo if that is possible.

Tad

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Rizwan Aarif 480 on at

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Hi Tad,

Please share your email or message me on Skype (Skype name - rizwanitarsi) so that I can share the demo link with credentials to test.

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