DHRP is offering a payment solution that integrates seamlessly within Microsoft Dynamics 365 FO. It will enhance efficiency and simplify the payment acceptance process and meanwhile, you can focus on other operations of the business. It will make it easy to store and tokenize the credit cards on the customer card for frequent customers.
We understand your confusion right now and to answer all of your questions for a better understanding of the system, keep reading with us!
Let’s see how dynamics 365 finance and operations implementation with the integrated payment solution can solve your problems.
How to Create Credit Card Tokens
Credit card processing in d365 f&o is easy, simply navigate to the customer record in Microsoft Dynamics 365 finance & operations. There are profiles of credit cards. Select “ADD” and make a new profile for future use.
It will have all the information, match up the zip code and address the information on the file by the bank. Finally, click “SAVE”. The profile is stored for future use.
How to Authorize and Capture
An open sales order in Microsoft Dynamics 365 and select “Payments”. Once the card is selected, just click authorize. You can authorize multiple cards at a time. Then, once the invoice is posted, it will automatically capture the credit card.
How to Pay Multiple Invoices
Go to collections management, select invoices that you want to pay with a credit card, next select payments. Once you complete the process, select the capture.
So, you have now a basic understanding of the payments. Let’s how the solution is benefiting you in other ways.
Features of the Payment Solution by DHRP
Microsoft dynamics payment gateway is a fine solution for business owners. Check out the benefits to learn more about it before getting started.
STREAMLINED PROCESS
It is reducing as many errors as possible. Manually, you might be facing double-entry of the data or other human errors. Well, using the solution in Microsoft Dynamics 365, you can avoid them.
- Accept payment
- Post payments automatically
- Mark them as paid
- Automate the process from recurring billing to the emailing receipts to the customers
REDUCED COSTS
Business is about profit and reducing costs to increase the profit seems like a fair deal. So, when you are using the automatic payment solution, you are no more letting your money go into the fees. The integration with Microsoft dynamics 365 is helping in:
- Maximizing the interchange discounts.
- Qualify cards at possibly lower rates.
- Prevent any downgrades
- Save money with corporate card transactions.
- Reduce overhead by increasing the productivity
CUTTING-EDGE SECURITY
Giving your customers the satisfaction of the safety of their data is more crucial and integration of our solution with d365 f&o implementation is a great help.
- Data encryption and tokenization minimizing the stealing risk
- PCI compliance will prevent any cyber fraud
- Cloud-based structure for storing customer’s information
- Individual user permissions
Bottom Line
DHRP is providing all the benefits you have been looking for to streamline the payment process. Let us help you integrate the payment connector solution while you can rest and focus on other top priority business operations. We will be working as a dynamics 365 fo consultant by your side to make it happen. So, call now to get started with the Dynamics 365 unified operations.
