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
Documentation
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
- Explore the right solution to match your business vision
- Receive customized pricing that fits your needs
- Uncover smarter ways to align and streamline team workflows
For technical or billing support, visit our Help Center
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
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.
Is credit card data stored in CRM?
It can be stored securely with CRM field-level security or optionally offloaded to Authorize.Net CIM for PCI compliance.
Which payment gateways are supported?
Currently, it integrates with Authorize.Net for processing Visa, MasterCard, and other major cards.
Is AVS (Address Verification) supported?
Yes, AVS can be toggled on/off and helps lower transaction fees and fraud risk.
Can I issue refunds directly from CRM?
Yes, refunds can be processed from Account or Contact records in CRM.