Integration Hero
Connect™

Cybersource Microsoft + Dynamics CRM Integration

Clarity Connect™ integrates Cybersource Microsoft with Dynamics CRM, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

Get Pricing

See how it works
The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Cybersource Microsoft and Dynamics CRM through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Cybersource Microsoft and Dynamics CRM.

  • Dynamics CRM: Supports custom fields for 'Account', 'Contact', 'Order (Sales Order)', 'Case', 'Invoice' entities to store Cybersource-specific data (e.g., 'Cybersource Transaction ID', 'Fraud Score', 'Payment Token', 'Card Last 4').
  • Cybersource: While not directly customizable for storing custom fields, Cybersource allows passing custom data fields in transaction requests which can then be mapped to CRM.
Implementation Timeline

Go live with Cybersource Microsoft + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Cybersource Microsoft and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Cybersource Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Dynamics CRM: Supports custom fields for 'Account', 'Contact', 'Order (Sales Order)', 'Case', 'Invoice' entities to store Cybersource-specific data (e.g., 'Cybersource Transaction ID', 'Fraud Score', 'Payment Token', 'Card Last 4').
  • Cybersource: While not directly customizable for storing custom fields, Cybersource allows passing custom data fields in transaction requests which can then be mapped to CRM.

Integration Architecture: Cybersource & Dynamics CRM via iPaaS

A modern integration architecture for Cybersource and Microsoft Dynamics CRM centers around a robust Integration Platform as a Service (iPaaS). This architecture ensures secure, scalable, and resilient data exchange, enabling complex workflow orchestration without custom point-to-point coding.

Data Flow Steps

Event-Driven Architecture: Utilizing Cybersource webhooks and Dataverse events for real-time synchronization.

Request-Reply Pattern: For immediate payment authorization requests from CRM to Cybersource.

Batch Processing: For non-real-time operations like daily settlement report ingestion or bulk customer data updates.

Canonical Data Model: Define a standardized intermediate data structure within the iPaaS for entities like 'Order' and 'Customer' to simplify mapping.

API Gateway Pattern: The iPaaS acts as an intelligent API gateway, managing routing, security, and rate limiting.

Data Touchpoints

iPaaS Core: Orchestration engine, runtime, data mapping, transformation, workflow designer.
Cybersource Connector: Pre-built connector for Cybersource APIs and webhook listeners.
Dynamics CRM Connector: Pre-built connector for Microsoft Dataverse Web API and event listeners.
Secure Credential Vault: Stores API keys, client secrets, and authentication tokens.
Message Queues/Event Bus: For asynchronous processing, buffering, and decoupling.
Monitoring & Alerting System: Real-time dashboards, logs, and notification services.
Data Transformation & Validation Engine: Ensures data quality and schema compliance.
AI/ML Module: For intelligent mapping, anomaly detection, and predictive insights.

"The architecture features the iPaaS as the central hub, connecting Cybersource (via APIs and Webhooks) and Microsoft Dynamics CRM (via Web API/Dataverse Events). Data flows bi-directionally, with an emphasis on event-driven communication for real-time updates. A secure credential vault, monitoring, and logging are integral components."

Pricing

Simple, transparent pricing for Cybersource Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Cybersource Microsoft

Integrating Cybersource Microsoft fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Payment Transaction

Cybersource Microsoft Fields

transactionId amount currency status authorizationCode paymentMethod merchantReferenceCode cardType cardLast4

Dynamics CRM Fields

Order Number Total Amount Status Reason Payment Method Transaction ID (custom field) Authorization Code (custom field)

Mapping Notes

Cybersource's Payment Transaction maps to payment-related fields on a Dynamics CRM 'Order (Sales Order)' or a custom 'Payment Record' entity. Key fields like transaction ID, amount, and status are critical for reconciliation.

Next Steps

See Cybersource Microsoft + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated eCommerce Order Payment & CRM Sync

Seamlessly process customer payments via Cybersource for eCommerce orders and automatically update order and payment statuses within Dynamics CRM, ensuring sales and service teams have real-time visibility.

Integration Steps:

Business Outcome

Frequency

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Status Mapping: Cybersource `transaction.status` to Dynamics CRM `Order.StatusReason` (e.g., 'settled' to 'Paid', 'declined' to 'Payment Failed').
  • Currency Conversion: Ensure consistent currency formats and potentially handle conversions if multi-currency operations are in scope.
  • Address Harmonization: Map Cybersource's `billingAddress` and `shippingAddress` components to Dynamics CRM's structured address fields.
  • Reference ID Matching: Use Cybersource `merchantReferenceCode` to lookup and link to the correct `Order Number` or `Invoice Number` in Dynamics CRM.
  • Data Enrichment: Populate additional CRM fields (e.g., 'Payment Method Type', 'Transaction Date') from Cybersource transaction details.
  • Fraud Details: Parse Cybersource `reasonCodes` into a more readable format or map to specific CRM `Case` fields.

🛡️ Error Handling

  • Payment Gateway Timeout: Cybersource API times out; iPaaS retries with backoff.
  • CRM Data Validation Error: Invalid data sent to Dynamics CRM; iPaaS logs error, sends to dead-letter, notifies team.
  • Insufficient Funds: Cybersource returns 'declined'; iPaaS updates CRM 'Order' status to 'Payment Failed', potentially triggers follow-up 'Activity'.
  • Duplicate Transaction: Idempotency not handled; iPaaS detects and prevents duplicate record creation in CRM.
  • API Rate Limit Exceeded: Both systems can impose limits; iPaaS queues requests and retries automatically.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Benefits FAQs

▸ What are the primary benefits of integrating Cybersource with Microsoft Dynamics CRM?
Integrating Cybersource with Dynamics CRM provides a unified view of customer payment history and interactions, automates payment processing and reconciliation, enhances fraud detection by linking alerts to CRM cases, and streamlines subscription billing. This leads to improved operational efficiency, reduced manual errors, and a better customer experience.

Technology FAQs

▸ How does an iPaaS platform facilitate this integration, and what role does low-code play?
An iPaaS acts as the central hub, providing pre-built connectors for both Cybersource and Dynamics CRM. It enables low-code/no-code development with visual workflow designers, drag-and-drop data mapping, and robust transformation capabilities. This simplifies complex integrations, accelerates deployment, and allows business users to participate in automation without extensive coding.

Security & Compliance FAQs

▸ What security considerations are critical when connecting Cybersource and Dynamics CRM?
PCI DSS compliance is paramount. This means utilizing Cybersource's tokenization services to prevent raw cardholder data from entering Dynamics CRM. All communications must use TLS 1.2+, API credentials must be securely stored in an iPaaS vault, and strict access controls (OAuth 2.0 for CRM, request signing for Cybersource) must be implemented. Regular security audits are also essential.

AI & Innovation FAQs

▸ How does AI enhance Cybersource and Dynamics CRM integration workflows?
AI augments these integrations by enabling intelligent data mapping suggestions, real-time anomaly detection for fraud and data quality, dynamic payment routing to optimize success rates, and automated exception handling. For instance, AI can prioritize fraud cases in CRM or suggest optimal payment methods based on customer history.

Data & Entities FAQs

▸ Which data entities are typically synchronized between Cybersource and Dynamics CRM?
Common entities include Cybersource 'Payment Transactions' (mapped to CRM 'Orders' or 'Invoices'), 'Payment Tokens' and 'Customer Profiles' (mapped to CRM 'Contacts'/'Accounts'), and 'Fraud Cases' (mapped to CRM 'Cases'). 'Orders' initiated in CRM can also trigger payment requests in Cybersource.

Workflows FAQs

▸ Can I automate refund processing between Dynamics CRM and Cybersource?
Yes, absolutely. When a refund is initiated in Dynamics CRM (e.g., on an 'Order' or 'Invoice'), the iPaaS can capture this event, orchestrate the refund request with Cybersource using the original transaction ID, and then update the 'Order' or 'Invoice' status in CRM upon successful processing, ensuring end-to-end automation.

Performance FAQs

▸ How does the integration handle API rate limits for both systems?
A robust iPaaS platform manages API rate limits by employing intelligent queuing mechanisms to buffer and process requests within allowed thresholds. It also utilizes batch processing for non-real-time operations and implements retry mechanisms with exponential backoff for transient rate-limit errors (HTTP 429), ensuring continuous and reliable data flow.

Architecture FAQs

▸ What is the importance of an event-driven architecture in this integration?
An event-driven architecture, leveraging Cybersource webhooks and Dataverse events, enables real-time synchronization. This means payment status updates, fraud alerts, or new CRM orders trigger immediate actions across systems, eliminating polling, reducing latency, and ensuring that all teams have the most up-to-date information for critical business decisions.
Pricing

Simple, transparent pricing for Cybersource Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Cybersource Microsoft + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo