How to Set Up Payments in Dynamics CRM Customer Portal

How to Set Up Payments in Dynamics CRM Customer Portal

Nikita Rohira

October 13th, 2021

A digital platform to accept and send payments online can improve your business performance and customer experience. Having a payment method directly in the customer portal results in frictionless purchases. Here’s how you can integrate payment methods in the Dynamics CRM customer portal.

To set up payment integration, follow the path: Portal Settings → Payment Integrations.

PayPal Configuration

Add the details such as:

  • Client ID: Add client ID for your PayPal account
  • Secret ID: Add a secret ID for your PayPal account
  • Payee Email ID: Add payee email ID PayPal account
  • Merchant ID Add merchant ID for your PayPal account
  • Environment: Choose from the drop-down for sandbox/live account selection

Stripe Configuration

Add details such as:

  • Secret Key: Add the secret key to your stripe account.
  • Publishable Key: Add the publishable key to your stripe account.
  • Environment: Choose from the drop-down for sandbox/live account selection.

Note: Refer to the below image for these configurations.

After configuring the methods, customize the payment settings by following the steps mentioned below.

Form/List Builder Payment Settings

If the entity has a money type field, there is one “Payment Configuration” accordion with payment configuration information.

To enable that, do the below-mentioned settings:

  • Enable Payment: Tick the checkbox to enable payment.
  • Button Label: Set the label of that payment button. It will show the context menu of the list or the payment button label in the form.

  • Redirection URL: Set where to redirect on ‘click on the payment button.’

    (Ideally, it redirects to the payment widget page)

  • Select Amount Field: Choose the field for which you would like to make payments.

    (This field value is the payment amount)

  • Set Conditional Field to Enable Pay Button: Select the conditional field for status.

    (The condition field sets when the Pay button will be visible)

  • Set Conditional Field Value to Enable Pay Button: Select the conditional value field for which payment option will be enabled (multi-select).

    (The condition for which the Pay button is visible)

Transaction Log Settings:

These settings values will help track payment details. Save them for future use:

  • Select Transaction Entity: Set the entity on which we are going to add the transaction data.
  • Select Description Field: Short description of the transaction. Currently, it saves entity, record ID, PayPal sales ID.

  • Select Payment Entity: Payment entity field of the selected transaction entity.

    (The entity name on which the payment is performed)

  • Select Payment Record: Payment record field of the selected transaction entity.

    (The record ID on which the payment is performed)

  • Select Payment Method: Payment method field of the selected transaction entity.

    (It will store the payment method by which the payment is done)

  • Set Amount Field: Payment amount field of the selected transaction entity.

    (It will store the payment amount)

  • Select Payment Transaction Log: Payment transaction log field of the transaction entity.

    (It will store all the payment details as JSON data)

  • Select Payment Status: Payment status field of the selected payment status field.

    (It will store all the payment status – successful or failed)

Payment Widget Settings:

This widget setting only contains the Button Label (only applicable for Stripe). It shows:

  • Two radio buttons for payment method selection
  • Amount field value
  • Pay Now button

The pay button will redirect you to the payment checkout page, where you can make payments. If the payment is successful, it will redirect you to the selected page. Or, it will redirect you back to the page where your payment procedure starts. Meanwhile, all your payment information is saved in your configured payment transaction entity.

With this, you are ready to make payments!

 

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