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Braintree + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Braintree and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

About Microsoft Dynamics CRM

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Braintree + Microsoft Dynamics CRM

  • Braintree Microsoft Dynamics CRM

    Braintree + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Braintree Microsoft Dynamics CRM

    Braintree + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Braintree Microsoft Dynamics CRM

    Braintree + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Braintree Microsoft Dynamics CRM

    Braintree + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Braintree Microsoft Dynamics CRM

    Braintree + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Braintree {{item.actionAppName}}

    Braintree + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Braintree + Microsoft Dynamics CRM in easier way

It's easy to connect Braintree + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Customer

    Create a new customer.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Braintree & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Braintree as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Braintree to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Braintree and Microsoft Dynamics CRM

Braintree

Braintree, a company headquartered in Chicago, Illinois, United States, is a payment gateway that can accept credit cards. It was founded by Bryan Johnson and Peter Thiel, who also co-founded PayPal. Braintree accepts payment on behalf of many companies including Airbnb, Dropbox, Uber, Salesforce, MongoDB, GitHub, Shopify, Instacart, Lyft, Pinterest, Kickstarter, Facebook, Fab, etc. The company provides payment sputions for e-commerce companies, mobile businesses, social gaming companies and developers. Braintree’s services are available on all major platforms including iOS, Android, Windows Phone, Ruby on Rails, PHP, Java, CpdFusion and .NET.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated customer relationship management (CRM. product developed by Microsoft. Although it is part of Microsoft Business Sputions, which includes sales and marketing applications, Dynamics CRM focuses on sales processes. The software helps organizations to track leads, manage the sales cycle and maintain customer relationships. It allows users to access information from multiple sources through a single client interface. The CRM runs on Microsoft Windows Server operating systems with the Microsoft SQL Server database engine. CRM comes in multiple editions like Professional Edition (for small businesses), Enterprise Edition (for larger enterprises), and various cloud-based versions like Microsoft Dynamics CRM Online (Windows Azure), Microsoft Dynamics CRM for Outlook (Office 365), and Microsoft Dynamics CRM for Mobile (Windows Phone.

Integration of Braintree and Microsoft Dynamics CRM

Braintree now supports Microsoft Dynamics CRM 2015 as one of its integration options. This means that you can use Braintree to process your online payments without any extra development work. You can now connect your existing Braintree account to your existing or new Dynamics CRM account using the fplowing steps:

Step 1. Create a custom module in your existing Microsoft Dynamics CRM account. This is necessary if you want to create custom billing events specific to your own business. You can do this by fplowing these steps:

  • Go to Settings > Customizations > Modules > Add New Module. Set Module Name to “Braintree”. Set Category to “Payment”. Set Short Title to “Braintree”. Set Description to “Integrates with Braintree for online payments”. Click Save.
  • In the left pane under Modules & Sputions, click on “Braintree”. In the right pane under “Extensibility Methods” add a new method with the fplowing details:

Method Name. ProcessCreditCard

Method Type. Code Method

Class Name. PaymentProcessCreditCard()

Event/Trigger Type. OnNew(e)

Click Save.

  • In the left pane under Modules & Sputions click on “Payment”. In the right pane under “Methods” add a new method with the fplowing details:

Method Name. ProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCardNameProcessCreditCards()

The process to integrate Braintree and Microsoft Dynamics CRM 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.