Secure Credit Card Processing Inside Microsoft Dynamics CRM

Process and refund credit card payments directly within CRM using Authorize.Net integration—secure, fast, and compliant with leading industry standards.

Credit Card Processing

Secure Credit Card Processing Overview

Credit Card Processing for Microsoft Dynamics CRM enables seamless and secure payment transactions directly from within CRM entities such as Orders and Invoices. The add-on integrates with Authorize.Net, allowing merchants to accept and refund payments without switching systems. With support for AVS (Address Verification Service) and Authorize.Net’s CIM (Customer Information Manager), organizations can ensure PCI-compliance while simplifying sales and billing workflows.

Benefits

Simplifies payment collection within CRM workflows

Increases transaction speed & accuracy with fewer steps

Enhances compliance with Visa and PCI standards

Reduces fraud risk and processing fees using AVS

Improves customer satisfaction with fast, secure refunds

Eliminates need to re-enter payment information for repeat customers

Features

In-CRM Payments

Accept credit card payments directly from Order or Invoice forms

Refund Support

Issue refunds directly from Account or Contact records

Secure Storage

Credit card data stored with CRM field-level security or via Authorize.Net CIM

CIM Integration

Optional cloud-based tokenization removes data storage liability

AVS Support

Reduce fraud risk and lower processing rates with Address Verification Service

Multi-Version Support

Compatible with Microsoft CRM 2013, 2015, and CRM Online

Recurring Billing Support

Use stored payment methods securely for repeat transactions

Processor Integration

Built-in connectivity with Authorize.Net for all major credit cards

How It Works

Add Precision and Performance to
CRM Time Tracking

1.

Install the Credit Card Processing add-on in your Dynamics CRM environment

2.

Link to your Authorize.Net merchant account

3.

Use payment buttons on Order or Invoice forms to process transactions

4.

Securely store payment information using CRM or Authorize.Net CIM

5.

Issue refunds or process repeat transactions from Account or Contact entities

6.

Enable or disable AVS per transaction based on business needs

Pricing & Licensing

This is a one-time payment, not a recurring yearly or monthly fee

1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support

Base Price

$499.00

Base per CRM Organization

Enabled User

$10.00

Per CRM Licensed/Enabled User

Downloads & Documentation

Get the latest solution packages, setup files, and detailed user manuals for all our Secure Credit Card Processing add-ons

Note – Unzip files before uploading to CRM. For licensing, please email us with your company email signature.

Support &
Maintenance

At MTC CRM, our values are more than just words they guide every decision, every product, and every partnership.

Email-based or Live Web Installation & Usage Support

One Hour of 24/5 Implementation Support included

Annual maintenance covers all feature updates and customer support

Talk with our sales team to see how MTCCRM can fit your needs

For technical or billing support, visit our Help Center

Contact Our Sales Team

    CRM Credit Card Processing – FAQ

    Which CRM entities can process credit card payments?

    Payments can be processed from Order, Invoice, Account, or Contact entities.

    It can be stored securely with CRM field-level security or optionally offloaded to Authorize.Net CIM for PCI compliance.

    Currently, it integrates with Authorize.Net for processing Visa, MasterCard, and other major cards.

    Yes, AVS can be toggled on/off and helps lower transaction fees and fraud risk.

    Yes, refunds can be processed from Account or Contact records in CRM.

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