How to integrate into MicroSoft Dynamics 365

Integrating with Microsoft Dynamics 365 involves several steps. Here’s an overview of the process:

  1. Obtain API credentials: To integrate with Dynamics 365, you’ll need to obtain API credentials from Log in to your account and navigate to Account > Settings > API Credentials & Keys to obtain the necessary credentials.
  2. Set up a payment gateway: In Dynamics 365, navigate to Settings > Administration > Payment Methods, and click the “New” button to set up a new payment gateway. Enter the required information, including the API credentials obtained in step 1.
  3. Test the payment gateway: Once you’ve set up the payment gateway, test it to ensure that it’s working correctly. You can do this by creating a test transaction in Dynamics 365 and verifying that the transaction data is correctly transmitted to
  4. Go live: Once you’ve tested the payment gateway, you can enable it for live transactions. Navigate to the payment gateway record in Dynamics 365 and select the “Enable for Payment Processing” checkbox.

That’s a high-level overview of the process. However, the specific steps may vary depending on the version of Dynamics 365 you’re using and the specific configuration of your account. It’s a good idea to consult the official documentation or work with a Dynamics 365 consultant or developer to ensure that the integration is set up correctly.

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