Microsoft Dynamics 365 CRM

A simple, secure solution for credit card processing.

The iSolutions application integrates seamlessly within Microsoft Dynamics 365 Sales, increasing efficiency and simplifying the overall payment acceptance process so you can focus on running your business.  Our solution is available on Microsoft AppSource. You can download it directly from there and add it to your tenant.

Microsoft AppSource




Credit Card processing is done directly inside Microsoft Dynamics CRM

Microsoft Dynamics 365 Sales Credit Card Processing


View Our How-To Guides

Click on the links below to get up and running in a jiffy.

How to Store Credit Card Profiles

How to Process Payments on Sales Orders and Invoices


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Streamlined Process

It’s hard to beat an all-in-one solution. Integrating your card processing system with Dynamics 365 Sales means you’ll no longer have to worry about double data entry or human error. With Dynamics 365 Sales Integration, you can:

  • Accept payment on a Sales Order or Sales Invoice
  • Prebuilt maps to Dynamics ERP
  • Email receipts to customers

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Reduced Costs

You’re in the business to make money, so it can be frustrating seeing all your hard-earned income going toward fees or being drained by inefficiencies. Integration with Dynamics 365 Sales can help:

  • Maximize interchange discounts and reduce transaction fees
  • Qualify cards at the lowest possible rates
  • Prevent downgrades
  • Save money with purchase and corporate card transactions
  • Increase productivity, thereby reducing overhead

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Cutting-Edge Security

Keeping your business’s and your customers’ information safe and secure is of the utmost importance. Our Dynamics 365 Sales Integration helps you minimize any risk or liability with its leading-edge security solutions:

  • Data encryption and tokenization for maximum security
  • PCI compliance to prevent cyber fraud
  • Off-site cloud-based storage for customer card information
  • Ability to set individual user permissions

And The List Goes On

The ways in which Microsoft Dynamics 365 Sales Integration can help your business flourish are almost too many to name! But here are just a few more, to whet your appetite:

  • Process payments through open sales orders or posted sales invoices
  • Easy to setup – get started in minutes
  • Integration with Microsoft Dynamics ERP
  • Utilizes latest tokenization technology to provide PCI compliance
  • CardConnect supports Level 2 and 3 transactions to accept business, corporate, and purchase cards without downgrading them
  • Next Day Funding
  • Certified developers for Microsoft Dynamics 365 Sales
  • Set up customers on a recurring billing schedule
  • Interchange Plus Pricing

About CardConnect

CardConnect (First Data Company) is an innovative provider of payment processing and technology solutions, helping more than 67,000 organizations – from independent coffee shops to iconic global brands – accept billions of dollars in card transactions each year. Since its inception in 2006, CardConnect has developed advanced payment solutions backed by patented, PCI-certified point-to-point encryption (P2PE) and tokenization. The company’s small-to-midsize business offering, CardPointe, is a comprehensive platform that includes a powerful reporting and transaction management portal which extends to a native mobile app.

Interested in learning more?

We could go on and on about all the benefits of CardConnect for Microsoft Dynamics 365 Sales and how it can help streamline your payment processing. But it would help to know a little more about you and your business and goals. Why not give us a call to chat about the best solutions for you?