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Archives / 2018 / May
  • Credit Card Payments, Refunds, Recurring Billing & More with Credit Card Processing Solution

    Credit Card payments have featured in a big way in everyone’s life. Not only because it eliminates the need to carry the cash but also because of the endless benefits it offers in the form of reward points and other complimentary offers. Visa, MasterCard, American Express are some of the well-known financial services corporations that process wide variety of electronic payments via. debit cards, credit cards, gift cards, travel cards, etc. The volume of transactions using credit cards from these networks have skyrocketed in the last few years because of the advanced security and easy accessibility offered. All companies under the sun have been using credit cards in a big way to make electronic payments. Companies using Microsoft Dynamics CRM are not exception to this, but unfortunately there is no in-built functionality in CRM to support credit card transactions.

    Identifying the opportunity and with a profound goal of filling the gap, MTC has launched Credit Card Processing solution some time ago. Companies received it positively and requested for more features. Today, Credit Card Processing supports a wide variety of features such as refunds and recurring billing. Credit Card Processing solution works in association with Authorize.Net, a trusted payment gateway partner.

    It all starts with a company wanting to make payments to different contacts using their credit cards. API Login Code and Transaction Key must be fetched by logging into Authorize. Net which shall be used for Authorizations inside CRM. A company can select contacts and add credit card information by selecting the Authorize.Net payment Gateway type. Details such as credit card number, CVV, expiry date, etc., must be entered and saved. The credit card number will be immediately encrypted. For making payments, a company has to select the contact and click payments on the ribbon. A window with existing credit card information displays. If there are multiple cards, a company can select the desired credit card from the drop down which only displays the last four digits of the card. The required payment amount has to be entered and Aurthorize Duration can be set before finally clicking Authorize for processing the credit card payment.

    Likewise, payments can be made for invoices too by selecting the appropriate invoice and then clicking Credit Card from the ribbon. Amount, Owner and Invoice Details are then automatically captured. Select the transaction status as Authorized to process the payment.

    For refunds, a company has to select the account/contact for which the refund has to be made. Then click Refund from more commands (…). A refund form opens up with the details of the transaction. Refunds can be done only on Settled Transactions. Once done, the amount will be refunded to the credit card used and the result will be displayed as successful.

    For recurring billing, a company has to select account/contact and click Recurring billing from more commands(…) button. A company can choose to set the frequency of occurrences, start date, subscription type and amount from the Recurring Billing form. Recurring billing saves big on time and effort allowing companies to focus on more important business areas.   

  • Build Image Library and Change CRM Record Display Picture on the Fly with CRM Image Capture

    Ever wondered how you can add a plethora of images into your Dynamics 365 and choose the same to set as display pictures for entities such as Account, Contact or Lead? Or simply using your webcam to capture live images and feed into CRM for displaying pictures for Account, Contact or Lead? Or uploading an image for better data correlation as in the case of service cases where you are recording documents like AC installation, Gas Filling or Breakdown of AC? Isn’t that a good thought?

    Well, what follows next is a brilliant idea from MTC which has combined all of the above use scenarios in the form of an add-on for Dynamics 365 and it is called CRM Image Capture.

    CRM Image Capture is an enhanced version of MTC’s CRM Picture. In it, you will be able to upload images in a jiffy and apply the same as display pictures for CRM entities such as Account, Contact, Lead, etc. Though there is a provision to upload images and set as display pictures for CRM entities, there is no real provision for maintaining image library and select the images of your choice. Also, the conventional way of uploading and setting as display pictures takes a few extra steps which is not desirable. Add to that, you can’t capture live images from webcam to keep your CRM records up to date. On the other hand, CRM Image Capture allows you to capture live images using web cam and preview before applying as display pictures. It is because of this flexibility and usability, CRM Image Capture has been on high demand in the Dynamics Marketplace.  

    CRM Image capture supports two configurations namely Single Picture Configuration and Multiple Picture Configuration. Single Picture Configuration requires addition of a web resource that will allow you to add image anywhere on the CRM entity record. It finds use mostly for service cases where you want to associate images with each of the service case raised.  Multiple Picture Configuration also requires addition of a web resource that allows creation of image library and use of webcam for setting as display pictures for CRM entities such as Account, Contact, Lead, etc

    Key Features & Benefits:

    • Single and Multiple Picture Configuration for additional flexibility
    • Single Picture Configuration for better data correlation
    • Multiple Picture Configuration for easy uploading of images, live capturing of images via webcam and setting the same as display pictures for CRM entities.
    • One click setting of display pictures for CRM entities
    • Users have the flexibility of deleting the images from the image library in the grid.
    • CRM image capture supports .png, .jpg, .jpeg, and .gif photo types.
    • CRM Image Capture also provides the ability to preview the image captured through webcam before setting it as display picture.
    • CRM Image Capture provides the users with low maintenance and more transparent viewpoint.
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