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
CRM Activity Calendar 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 manual steps
Enhances compliance with Visa and PCI standards
Reduces fraud risk and processing fees using AVS
Improves customer satisfaction with fast, secure refunds
Improves customer satisfaction with fast, secure refunds
Features
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
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
The Most Honest
Pricing in the world
1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support
- Salesteam@mtccrm.com
- 1800-3433-4342
Base Price
$250
Base per CRM Organization
Enabled User
$10.00
Per CRM Licensed
Downloads & Documentation
Get the latest solution packages, setup files, and detailed user manuals for all our Dynamics 365 add-ons
Documentation
Credit Card Processing Flyer – 1 Page PDF
Credit Card Processing User Guide – 30+ Page PDF
Downloads
Credit Card Processing for Dynamics 365
Payment Integration Solution – 2013
Payment Integration Solution – 2015
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
Trusted by the world’s leading businesses
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.