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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Integrate Dynamics 365...
Customer experience | Sales, Customer Insights,...
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Integrate Dynamics 365 with United Tranzaction Payment Gateway

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Posted on by CU11100544-0 6
Hi All,
Can you please help me with integrating the United Tranzaction payment gateway in dynamics crm.
 
You can share your suggestions, blogs and example here.
 
Appreciate in advance.
  • Verified answer
    Hamza H Profile Picture
    Hamza H 2,041 Super User 2026 Season 2 on at
                    Sure! To integrate United Transaction payment gateway with Dynamics CRM, here’s a quick approach and resources to get you started:
    Integration Approach:
    1. Understand United Transaction API:
      • Get their API documentation (REST or SOAP) for payment processing, refunds, and status queries.
    2. Create a Custom Connector or Plugin in Dynamics CRM:
      • Use Custom Workflow Activities or Plugins in CRM to call United Transaction APIs.
      • Alternatively, build a Power Automate (Flow) Custom Connector if you prefer no-code/low-code.
    3. Securely Store API Credentials:
      • Use CRM’s Azure Key Vault or secure configuration entities for API keys.
    4. Trigger Payment from CRM:
      • Add buttons or workflows on entities like Invoice or Opportunity to initiate payment.
      • Handle responses to update payment status fields in CRM.
    5. Handle Callbacks/Webhooks:
      • If United Transaction supports webhooks, create a custom API endpoint (Azure Function or Web API) to receive payment updates and update CRM records via SDK or Web API.
    Useful Resources & References:

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