Process Credit Cards Inside Dynamics 365 - Take Payments, Issue Refunds, Stay PCI Compliant
Credit Card Pro turns Microsoft Dynamics 365 into a complete payment platform. Accept and refund credit cards directly from Orders, Invoices, Accounts, or Cases — through Authorize.Net or your preferred processor. PCI compliant via tokenization, fraud-protected with AVS, and built for call centers, recurring billing, and Business Central + CRM invoicing workflows. From $10 per user.
Credit Card Processing
CRM Credit Card Processing Overview
Credit Card Pro for Microsoft Dynamics 365 brings full payment processing directly into CRM - no third-party gateway tools, no awkward switching between systems. Take credit card payments and issue refunds from Orders, Invoices, Accounts, Contacts, or Cases. Built on Authorize.Net with support for additional processors, secured through CIM tokenization, and protected by AVS fraud verification. PCI compliant by design.
Credit Card Pro is purpose-built for two common scenarios. Call centers - where agents take payments live during customer calls and need processing inside the customer record without leaving CRM. And mixed Business Central + Dynamics 365 environments - where companies invoice in CRM (to avoid expensive BC user licenses) and need payment capture that fits the CRM-side workflow. Recurring billing, retainer collection, and subscription charges are all supported through stored payment methods.
Features
In-CRM Payments
Accept credit card payments directly from Order, Invoice, Account, or any custom record. Customer data, payment history, and transaction status all in one place.
Refund Support
Issue full or partial refunds in seconds from Account or Contact records. Full audit trail and automatic CRM record updates.
Multiple Processors
Connect to Authorize.Net, plus additional payment processors. Pick the gateway that matches your merchant account and processing rates - no vendor lock-in.
Built for Call Centers
Optimized for inbound payment-by-phone. Agents capture payments while staying on the customer record. No copy-paste, no system switching, no abandoned calls.
PCI Compliant Storage
CIM tokenization stores card data securely on the gateway side, removing PCI burden from your CRM tenant. CRM field-level security on local data.
AVS Fraud Protection
Address Verification Service reduces chargebacks and qualifies you for lower processing rates. Real cost savings on every transaction.
Recurring Billing
Charge stored payment methods on schedule. Perfect for subscriptions, retainers, memberships, and any repeat billing cycle.
Power Automate Ready
Trigger payment workflows from any record event - auto-charge on order approval, send receipt emails, post to Business Central. Zero-code automation.
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$499.00
Base per CRM Organization
User
$10.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Credit Card Processing Flyer
2-page overview (PDF)
Credit Card Processing User Guide for 2013, 2015 and D365
27-page setup & usage guide for CRM 2013/2015/D365 (PDF)
Credit Card Processing User Guide
33-page setup & usage guide (PDF)
Download and License
Credit Card Processing for Dynamics 365
Managed Solution ZIP - Latest version (recommended)
Credit Card Processing Solution 2011
Managed Solution ZIP - Legacy CRM 2011 support
Credit Card Processing Solution 2013
Managed Solution ZIP - Legacy CRM 2013 support
Credit Card Processing Solution 2015
Managed Solution ZIP - Legacy CRM 2015 support
Credit Card Processing Solution 2016
Managed Solution ZIP - Legacy CRM 2016 support
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
Email and live web support for installation, processor setup, and daily usage
One hour of 24/5 implementation support included with every license - help configuring your Authorize.Net account or other processor
Annual maintenance covers all feature updates, fixes, and ongoing customer support
Partner Programs
OEM Partnership Options
Embed Credit Card Pro inside your own Dynamics 365 vertical solution or industry product.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor payment workflows, processor integrations, fraud rules, or vertical-specific billing logic to fit each customer's exact need.
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
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact our sales team
Frequently Asked Questions
How do I process credit cards in Dynamics 365?
Microsoft Dynamics 365 has no built-in payment processing. Credit Card Pro adds that capability — accept payments and issue refunds directly from any CRM record (Order, Invoice, Account, Contact, Case) using Authorize.Net or your preferred processor
Which payment processors does Credit Card Pro support?
Credit Card Pro is built primarily for Authorize.Net, with support for additional payment processors. This means you keep your existing merchant account and processing rates — no vendor lock-in.
Is Credit Card Pro PCI compliant?
Yes. Credit Card Pro uses Authorize.Net’s CIM (Customer Information Manager) for tokenization, which removes the PCI burden from your CRM environment by storing card data on the gateway side. Local fields use CRM’s native role-based and field-level security.
Can call center agents use this for phone payments?
Yes — call centers are one of the primary use cases. Agents stay on the customer record while taking payment-by-phone, eliminating system switching and abandoned calls. PCI-safe entry through tokenization.
Does it support recurring billing?
Yes. Stored payment methods (via tokenization) can be charged on a defined schedule — perfect for subscriptions, retainers, memberships, and any repeat billing model.
Can I use Credit Card Pro with Business Central?
Yes. Many customers run Business Central for accounting but invoice through Dynamics 365 to avoid BC per-user license costs. Credit Card Pro fits this hybrid workflow — process payments in CRM, then sync invoices to BC via Power Automate or your existing integration.
How much does Credit Card Pro cost?
$499 USD as a one-time license per Dynamics 365 organization, plus $10 per CRM-enabled user. First year maintenance is included. Annual maintenance after year one is 25% of the license cost.
What versions of Dynamics CRM are supported?
Dynamics 365 Online, Dynamics 365 On-Premise, Power Platform model-driven apps, and legacy Dynamics CRM 2011, 2013, 2015, and 2016.