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Connect™

PayTrace Microsoft + Dynamics CRM Integration

Clarity Connect™ integrates PayTrace 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.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links PayTrace 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 PayTrace Microsoft and Dynamics CRM.

  • Dynamics CRM: Add custom fields to 'Account', 'Contact', 'Order', 'Invoice', and 'Case' entities to store PayTrace-specific data like `CustomerVaultID`, `Payment Method Token`, `Last4Digits`, `PayTrace Transaction ID`, `Chargeback Reason Code`.
  • PayTrace: Utilize custom reference fields in PayTrace transactions to store additional identifiers from Dynamics CRM (e.g., `CRM Opportunity ID`, `Campaign ID`).
Implementation Timeline

Go live with PayTrace 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 PayTrace 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 PayTrace 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: Add custom fields to 'Account', 'Contact', 'Order', 'Invoice', and 'Case' entities to store PayTrace-specific data like `CustomerVaultID`, `Payment Method Token`, `Last4Digits`, `PayTrace Transaction ID`, `Chargeback Reason Code`.
  • PayTrace: Utilize custom reference fields in PayTrace transactions to store additional identifiers from Dynamics CRM (e.g., `CRM Opportunity ID`, `Campaign ID`).

Robust Integration Architecture for PayTrace and Dynamics CRM

Our integration architecture for PayTrace and Microsoft Dynamics CRM is built on a scalable, secure, and event-driven iPaaS foundation, ensuring high performance, reliability, and maintainability for critical financial workflows.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks and Dataverse events for real-time synchronization of payment statuses, chargebacks, and CRM updates.

Canonical Data Model: Defining a standardized data structure within the iPaaS for common entities (Customer, Order, Payment) to facilitate mapping between disparate systems.

API-First Approach: Leveraging the RESTful APIs of both PayTrace and Dynamics CRM for all data interactions.

Idempotent Operations: Designing integration flows to prevent duplicate processing of transactions in case of retries or network issues.

Asynchronous Processing: Decoupling payment initiation from CRM updates to enhance performance and resilience.

Data Touchpoints

Integration Platform as a Service (iPaaS): The central orchestration engine, providing connectors, visual workflow design, data mapping, transformation, error handling, and monitoring.
PayTrace API Gateway: For processing payments, managing customer vaults, and retrieving reports.
PayTrace Webhook Service: For real-time, event-driven notifications to the iPaaS.
Microsoft Dynamics CRM (Dataverse) Web API: For CRUD operations on CRM entities.
Microsoft Dynamics CRM (Dataverse) Events/Webhooks: For real-time triggers from CRM to the iPaaS.
Secure Secrets Manager (e.g., Azure Key Vault): For securely storing API keys and credentials.
Monitoring & Alerting System: Integrated within the iPaaS for operational visibility.

"The architecture centers around a modern iPaaS connecting PayTrace and Dynamics CRM. It shows PayTrace webhooks feeding into the iPaaS, and the iPaaS making API calls to both systems. Dynamics CRM Dataverse events also feed into the iPaaS. A separate secrets manager and monitoring dashboard are key components."

Pricing

Simple, transparent pricing for PayTrace 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 PayTrace Microsoft

Integrating PayTrace 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.

Customer / Account / Contact

Harmonizing customer profiles between CRM and payment vault for unified data and recurring payments.

PayTrace Microsoft Fields

CustomerVaultID BillingAddress Email Phone

Dynamics CRM Fields

Account Name Contact (First Name, Last Name, Email, Phone) CustomerID (from CRM/ERP) Billing Address

Mapping Notes

The `CustomerVaultID` from PayTrace is crucial. It must be stored as a custom field on the Dynamics CRM Account or Contact entity to link the CRM customer record with their secure payment profile in PayTrace. Bi-directional sync ensures address updates in CRM reflect in PayTrace vault.

Next Steps

See PayTrace 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.

Integration Steps:

Business Outcome

Frequency

Implementation Timeline

Go live with PayTrace 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 PayTrace 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 PayTrace Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Order ID to PayTrace Reference: Dynamics CRM `Order Number` or `Invoice Number` is mapped to PayTrace's `ReferenceID` for transaction traceability.
  • Customer Mapping: Dynamics CRM `AccountID`/`ContactID` is mapped to PayTrace `CustomerVaultID` for recurring payments and profile management.
  • Status Harmonization: PayTrace payment statuses (e.g., 'Approved', 'Declined', 'Refunded') are transformed to align with Dynamics CRM `Order Status` or `Invoice Status` picklist values.
  • Address Standardization: Billing and shipping addresses are standardized between systems using predefined mapping rules and data cleansing transformations.
  • Amount Conversion: Ensure currency conversion and decimal precision are handled correctly for financial amounts.
  • Chargeback Reason Code Mapping: PayTrace `ReasonCode` is mapped to a specific `Case Type` or `Reason` field in Dynamics CRM for consistent dispute categorization.

🛡️ Error Handling

  • Payment Gateway Downtime: iPaaS retries payment requests and alerts if persistent.
  • Invalid Card Data: PayTrace declines, iPaaS updates CRM order status to 'Payment Failed' and triggers customer notification.
  • CRM Record Not Found: If a PayTrace transaction cannot be linked to a CRM Order/Customer, the iPaaS logs the error and queues for manual review.
  • Data Mapping Mismatch: AI flags incorrect field types or missing required fields during transformation, preventing bad data from entering CRM.
  • Duplicate Transaction: Idempotency ensures that even if a payment request is sent twice, PayTrace processes it only once, and CRM reflects a single payment record.
Pricing

Simple, transparent pricing for PayTrace 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
Support & Information

Frequently Asked Questions

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

Integration Approach FAQs

▸ What is the best way to integrate PayTrace with Microsoft Dynamics CRM?
The most effective way is through a modern iPaaS platform. This enables API-first, event-driven synchronization of payment transactions, customer payment profiles, and settlement data, ensuring real-time AR posting, automated reconciliation, and a unified customer view within Dynamics CRM, while supporting low-code/no-code development.

Security & Compliance FAQs

▸ How can I ensure PCI compliance when integrating PayTrace with Dynamics CRM?
To maintain PCI compliance, always use PayTrace's Customer Vault and tokenization features. When a customer enters payment details, send them directly to PayTrace for tokenization. Dynamics CRM should only store the non-sensitive token, not the actual card data. Our iPaaS orchestrates this secure token exchange and ensures no raw card data ever touches your CRM.

Use Cases FAQs

▸ Can PayTrace and Dynamics CRM integration support recurring billing and subscription models?
Yes, absolutely. By integrating PayTrace's Customer Vault with Dynamics CRM via iPaaS, you can securely store customer payment tokens linked to CRM 'Account' or 'Contact' records. The iPaaS can then trigger automated recurring charges via PayTrace and update subscription details and payment statuses within Dynamics CRM, including managing dunning processes.

Technology Choice FAQs

▸ What are the benefits of using an iPaaS for PayTrace & Dynamics CRM integration over custom code?
An iPaaS offers significant advantages: faster development with low-code/no-code tools, built-in error handling and monitoring, scalability for high transaction volumes, centralized governance, and easier maintenance. Custom code is often brittle, expensive to update, lacks robust features, and can introduce security vulnerabilities compared to an enterprise-grade iPaaS.

AI Capabilities FAQs

▸ How does AI enhance PayTrace and Dynamics CRM integrations?
AI can augment this integration by providing intelligent fraud detection and anomaly scoring for PayTrace transactions, automating exception handling for failed payments, suggesting optimal data mappings between systems, and even predicting cash flow based on payment patterns. This leads to reduced manual intervention, higher data quality, and proactive risk management.

Data Synchronization FAQs

▸ What kind of data can I synchronize between PayTrace and Dynamics CRM?
You can synchronize a wide range of data, including: payment transaction details (sales, refunds, voids), customer payment profiles (tokens, last4digits), settlement report summaries, chargeback notifications, and associated Dynamics CRM Order or Invoice IDs. This data flows bi-directionally for customer profiles and payment method tokens, and one-way from PayTrace for transaction and settlement data.

Error Management FAQs

▸ How do I handle errors and failed transactions in PayTrace and Dynamics CRM integrations?
Our iPaaS implements a comprehensive error handling strategy. This includes logging all API responses, setting up automated retries with exponential backoff for transient errors, using dead-letter queues for persistent failures, and configuring alerts to notify relevant teams for critical issues. AI can also assist in classifying and suggesting resolutions for common errors.

Workflow Automation FAQs

▸ Can I automate refund and chargeback processes with PayTrace and Dynamics CRM?
Absolutely. An iPaaS can automate the entire refund workflow, from initiation in Dynamics CRM (e.g., creating a Credit Memo) to processing in PayTrace and updating the CRM Invoice. For chargebacks, webhooks from PayTrace can trigger automated case creation in Dynamics CRM, pulling relevant order/customer data and initiating predefined dispute response workflows.
Implementation Timeline

Go live with PayTrace 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 PayTrace 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 PayTrace Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for PayTrace 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
Next Steps

See PayTrace 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