Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.Braintree Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Braintree + SlackSend a message in Slack for a new transaction on Braintree Read More...
Braintree + QuickBooks OnlineCreate sales receipts in QuickBooks Online for new Braintree transactions Read More...
It's easy to connect Microsoft Dynamics CRM + Braintree without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when you add a new customer.
Triggers when you add a new transaction.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Create a new customer.
I. Introduction:Microsoft Dynamics CRM is a customer relationship management software that is used by the sales team and the customer service team to track and manage their customers. It has many features that are essential for any business, such as lead and opportunity management, account management, contact management, marketing automation, social integration, and web self-service. Braintree is a payment gateway that allows users to accept payments from credit cards on the web or through mobile apps. The payment gateway is available in many different countries and can be integrated with most programming languages.
The integration between Microsoft Dynamics CRM and Braintree is seamless, using the Braintree SDK. After adding the Braintree SDK, you can create an invoice in Microsoft Dynamics CRM, which represents a sale. Once it is created, Braintree charges the customer’s credit card based on your default settings. No additional programming is necessary if you are using Stripe or PayPal as your other payment method. You can also combine the Braintree SDK with your own custom logic to send emails, etc.
The benefits of integrating Microsoft Dynamics CRM and Braintree include:
Braintree is an additional way to accept payments from customers; it works seamlessly with Microsoft Dynamics CRM. If you are already using another payment gateway such as Stripe or PayPal, then there is no need to add Braintree to your platform as well. However, if you want to use multiple payment gateways in your platform, then you should use Braintree, which accepts all major credit cards.
The process to integrate Microsoft Dynamics CRM and Braintree may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.