Sure! To integrate United Transaction payment gateway with Dynamics CRM, here’s a quick approach and resources to get you started:
Integration Approach:
Understand United Transaction API:
Get their API documentation (REST or SOAP) for payment processing, refunds, and status queries.
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.
Securely Store API Credentials:
Use CRM’s Azure Key Vault or secure configuration entities for API keys.
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.
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:
United Transaction API docs (contact United Transaction support for access).
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