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Unify Finance & Payments: Microsoft Dynamics 365 & Payeezy Integration

Automate your entire order-to-cash cycle, streamline reconciliation, and enhance fraud prevention with a powerful, real-time integration.

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The Challenge

The Challenges of Disconnected Payment & ERP Systems

Managing payments and financial operations across disparate systems like your ERP and payment gateway leads to significant inefficiencies, data inaccuracies, and compliance risks. Without a robust integration, businesses face a myriad of challenges that hinder growth and operational agility.

  • Manual data entry and reconciliation between payment reports and ERP ledgers.
  • Delayed visibility into payment statuses, impacting order fulfillment and cash flow forecasting.
  • Increased risk of human error in financial postings and chargeback management.
  • Complex PCI DSS compliance burden due to handling raw card data.
  • Ineffective fraud detection due to siloed transaction data.
  • Slow refund and chargeback processing, leading to poor customer satisfaction.
  • Lack of a unified view of customer payment history and financial health.
Integration Diagram
Solution Illustration
The Solution

Streamlined Operations with Microsoft Dynamics 365 & Payeezy Integration

Our powerful integration solution bridges the gap between Microsoft Dynamics 365 and Payeezy, creating a unified, automated, and intelligent payment processing ecosystem. Leverage an advanced iPaaS to orchestrate real-time data flow, automate complex financial workflows, and secure every transaction.

  • Bi-directional data synchronization for payments, orders, and customer information.
  • Real-time payment authorization, capture, and void capabilities.
  • Automated refund and chargeback processing.
  • Daily settlement report fetching and reconciliation with Dynamics 365.
  • Secure payment tokenization for PCI DSS compliance.
Implementation Timeline

Go live with Dynamics 365 + Payeezy: Streamline Payments & ERP 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 Dynamics 365 and Payeezy: Streamline Payments & ERP, 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 Dynamics 365 + Payeezy: Streamline Payments & ERP deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for payments, orders, and customer information.
  • Real-time payment authorization, capture, and void capabilities.
  • Automated refund and chargeback processing.
  • Daily settlement report fetching and reconciliation with Dynamics 365.
  • Secure payment tokenization for PCI DSS compliance.
  • AI-enhanced fraud detection and anomaly alerting.
  • Customizable workflows for unique business requirements.

Technical Integration: Connecting Dynamics 365 and Payeezy

This integration leverages an advanced iPaaS to provide a robust, scalable, and secure bridge between Microsoft Dynamics 365 and Payeezy. By utilizing a combination of APIs and webhooks, it ensures real-time data synchronization and event-driven automation for critical payment and financial workflows.

Data Flow Steps

Establish Connectivity: Securely connect the iPaaS to Microsoft Dynamics 365 using its native API connectors (e.g., Dataverse Web API, OData) and to Payeezy via its OAuth 2.0 authenticated APIs.

Define Data Models: Create canonical data models within the iPaaS that can represent common entities (e.g., 'Payment Transaction', 'Order', 'Customer') harmonizing schema differences between D365 and Payeezy.

Design Workflows: Use the iPaaS's visual designer to create event-driven and scheduled integration flows based on business logic (e.g., 'New Payment' in Payeezy triggers 'Update Sales Order' in D365).

Implement Data Mapping & Transformation: Map fields between source and target systems, applying necessary transformations (e.g., currency conversion, status code mapping, data enrichment) using low-code tools.

Configure Webhooks & API Calls: Set up Payeezy webhooks to push real-time events (e.g., transaction status change, chargeback) to the iPaaS. Configure iPaaS to make API calls to D365 (e.g., to create payment journal entries) and Payeezy (e.g., to initiate refunds).

Implement Error Handling & Monitoring: Design robust error handling, retry mechanisms, dead-letter queues, and real-time monitoring dashboards within the iPaaS to ensure data integrity and operational continuity.

Deploy & Test: Utilize CI/CD pipelines to deploy integration flows across development, QA, and production environments, with comprehensive testing at each stage.

Data Touchpoints

Microsoft Dynamics 365: Sales Order, Customer, Invoice, Payment Journal, General Ledger, Accounts Receivable, Credit Memo, Bank Account, Case.
Payeezy: Payment Transaction (Authorization, Capture, Sale, Void, Refund), Customer, Order, Payment Method Token, Refund, Chargeback, Settlement Batch, Webhook Notification.

"Customer (eCommerce) -> Order/Payment Request -> iPaaS -> Payeezy (Process Payment & Tokenize) -> Payeezy Webhook -> iPaaS -> Microsoft Dynamics 365 (Update Sales Order, Create Payment Journal, Reconcile GL) <- iPaaS <- Payeezy (Daily Settlements)"

Pricing

Simple, transparent pricing for Dynamics 365 + Payeezy: Streamline Payments & ERP.

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
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics 365

Integrating Dynamics 365 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

Key Data Entities & Field Mappings

Understanding how core entities map between Microsoft Dynamics 365 and Payeezy is crucial for a successful integration. Our iPaaS provides visual mapping tools and AI-assisted suggestions to ensure accurate and consistent data flow.

Payment Transaction

Represents a single financial interaction with Payeezy (authorization, capture, refund, void) and its corresponding record within Dynamics 365.

Dynamics 365 Fields

Payment Journal (Document Number, Account, Amount, Currency, Payment Reference) Customer Ledger Entry (Document Type, Document Number, Amount, Remaining Amount) Sales Order (Payment Status, Payment Method)

Payeezy: Streamline Payments & ERP Fields

transactionId (key) amount currency transactionType transactionStatus orderId paymentMethodType timestamp paymentMethodToken

Mapping Notes

Crucial to map `Payeezy.transactionId` to a unique identifier in Dynamics 365 (e.g., `Payment Journal.PaymentReference` or a custom field) for reconciliation. `Payeezy.transactionStatus` must accurately update `D365.Sales Order.PaymentStatus` and `D365.Payment Journal.Status`.

Next Steps

See Dynamics 365 + Payeezy: Streamline Payments & ERP 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.

Real-time eCommerce Order-to-Cash

Seamlessly connect your online sales channel to Dynamics 365 and Payeezy. When a customer makes a purchase, the payment is processed instantly via Payeezy, and the order, payment status, and customer details are automatically synced to Dynamics 365 for immediate fulfillment and accurate financial record-keeping.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce site.
  2. 1 eCommerce platform sends order details and payment request to iPaaS.
  3. 2 iPaaS orchestrates payment authorization/capture with Payeezy, receiving a secure token and transaction ID.
  4. 3 Payeezy confirms payment, sends webhook notification to iPaaS.
  5. 4 iPaaS creates/updates Sales Order in Dynamics 365 with payment status and token.
  6. 5 iPaaS posts Payment Journal entry in Dynamics 365.
  7. 6 Dynamics 365 triggers fulfillment workflow.

Business Outcome

Instant order processing, accurate financial data, reduced manual order entry, faster fulfillment, improved cash flow.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Boost Operational Efficiency
Automate manual payment processing and reconciliation, freeing up finance teams to focus on strategic initiatives instead of repetitive tasks.
Accelerate Cash Flow & Financial Close
Real-time payment capture and automated daily settlement reconciliation ensure faster access to funds and quicker financial reporting.
Enhance Data Accuracy & Visibility
Eliminate data silos with bi-directional synchronization, providing a 360-degree view of payment data within Dynamics 365 for better decision-making.
Strengthen Security & Compliance
Leverage Payeezy's tokenization to significantly reduce your PCI DSS scope and protect sensitive cardholder data.
Mitigate Fraud Risks
Implement AI-enhanced fraud detection leveraging real-time Payeezy transaction data to proactively identify and prevent suspicious activities.
Improve Customer Experience
Faster order processing, seamless refunds, and accurate payment communication lead to higher customer satisfaction and loyalty.
✨

Boost Operational Efficiency

Up to 40% Reduction in manual effort

📋 What You Get

Automate manual payment processing and reconciliation, freeing up finance teams to focus on strategic initiatives instead of repetitive tasks.

💼 Business Impact

This benefit directly contributes to Up to 40% improvement in Reduction in manual effort, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST/GET/PATCH /data/SalesOrders Create, retrieve, or update sales orders with payment status and details.
GET/POST/PATCH /data/Customers Retrieve or update customer records linked to payment transactions.
POST /data/GeneralLedgerJournalEntry Post financial entries for payments, refunds, and settlements.
POST/GET /data/CustomerPaymentJournals Create and manage customer payment journal entries.
POST/GET /data/CreditMemos Create and retrieve credit memos for refund processing.

⚡ Transformation Logic

  • Currency Conversion: Automatically convert transaction amounts to/from different currencies as required by Dynamics 365's multi-currency support.
  • Status Mapping: Map Payeezy's payment statuses (e.g., 'approved', 'captured', 'declined') to Dynamics 365's corresponding payment states (e.g., 'Paid', 'Pending', 'Failed').
  • Data Enrichment: Enrich Payeezy transaction data with D365 customer or order details for comprehensive reporting and fraud analysis.
  • Schema Normalization: Transform Payeezy's flat transaction structure into Dynamics 365's hierarchical entity relationships (e.g., linking a payment to a Sales Order, Customer, and Payment Journal).
  • Fee Allocation: Automatically parse Payeezy fees from settlement reports and post them to the correct expense accounts in Dynamics 365 General Ledger.

🛡️ Error Handling

  • Payeezy API downtime: iPaaS retries with exponential backoff.
  • Invalid payment data from D365: Transaction rejected, error logged, alert sent to D365 user.
  • Failed D365 API call (e.g., network issue): iPaaS retries, if persistent, moves to dead-letter queue.
  • Webhook delivery failure: Payeezy retries webhooks, iPaaS ensures idempotency.
  • Reconciliation mismatch: Transaction flagged, alert sent to finance team for manual review.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is Payeezy and why is integration important for my Dynamics 365 business?
Payeezy is a comprehensive payment processing platform by Fiserv, enabling secure online transactions. Integration with Microsoft Dynamics 365 is crucial because it connects Payeezy's payment capabilities with your core ERP and accounting functions. This automates financial workflows, ensures real-time data synchronization, reduces manual errors, accelerates your order-to-cash cycle, and centralizes financial visibility directly within Dynamics 365. This leads to improved operational efficiency, better financial insights, and an enhanced customer payment experience.

Technical FAQs

▸ How does an iPaaS enhance Dynamics 365 and Payeezy integration?
An iPaaS (Integration Platform as a Service) acts as a central hub to orchestrate complex workflows involving Payeezy and Dynamics 365. It provides pre-built connectors, visual mapping tools, and workflow automation features that leverage both systems' APIs and Payeezy's webhooks. This enables real-time data flow, low-code/no-code integration development, robust error handling, and scalable automation, making Payeezy exponentially more valuable by unifying your enterprise ecosystem and providing a single source of truth within Dynamics 365.
▸ How do I handle Payeezy API rate limits in my integration with Dynamics 365?
To manage Payeezy API rate limits effectively, your iPaaS implementation will include strategies such as exponential backoff for retries, batching multiple requests where feasible, and using asynchronous processing with queues for high-volume operations. These built-in capabilities help manage and monitor API call rates, preventing your integration from being throttled and ensuring continuous operation.

Security & Compliance FAQs

▸ Is Payeezy PCI DSS compliant, and how does that affect my Dynamics 365 integration?
Yes, Payeezy is designed to be PCI DSS compliant. For your integration, it's critical to use Payeezy's tokenization services. This means you replace sensitive customer card data with a non-sensitive token within your Dynamics 365 system, significantly reducing your own PCI DSS scope and compliance burden. Your integration strategy must prioritize secure data handling and communication protocols (e.g., HTTPS, TLS 1.2+) at all times.

Advanced Features FAQs

▸ Can I automate fraud detection with Payeezy and Dynamics 365 integrations?
Absolutely. By integrating Payeezy's real-time transaction data via webhooks into an iPaaS, you can feed this information to AI/ML services for anomaly detection and fraud scoring. The iPaaS can then trigger automated alerts within Dynamics 365, flag suspicious transactions for review, or even automatically decline payments based on predefined risk thresholds, significantly enhancing your fraud prevention capabilities and protecting your revenue.
▸ What is the role of AI in enhancing error handling and exception management for this integration?
AI can significantly enhance error handling by analyzing logs and transaction data to identify common error patterns, suggest root causes, and even automate resolution for known issues. For exceptions like failed payments or chargebacks, AI can prioritize cases within Dynamics 365, recommend next steps, and provide insights for proactive prevention, transforming reactive problem-solving into intelligent, predictive management.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Payeezy with Dynamics 365, and how are they solved?
Common challenges include synchronizing transaction statuses in real-time, accurately mapping payment data to Dynamics 365 ledger accounts, handling refunds and chargebacks consistently, ensuring data integrity across systems, and reconciling daily settlements. A robust iPaaS helps overcome these by providing consistent data transformation, error handling, visual workflow orchestration, and automated reconciliation routines, all managed centrally.

Data & Mapping FAQs

▸ What data entities are typically involved in a Payeezy-Dynamics 365 integration?
Key data entities typically include Payeezy's Payment Transactions (authorizations, captures, refunds), Orders (from eCommerce/CRM linked to D365 Sales Orders), Customers, Payment Method Tokens, Settlement Batches, and potentially Products. These entities need to be harmonized and mapped accurately between Payeezy and your Dynamics 365 system to ensure consistent financial records and operational visibility.
Pricing

Simple, transparent pricing for Dynamics 365 + Payeezy: Streamline Payments & ERP.

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 Dynamics 365 + Payeezy: Streamline Payments & ERP 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