Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
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 IntegrationsBraintree + Microsoft Dynamics CRM
Create Lead to Microsoft Dynamics CRM from New Customer in Braintree Read More...Braintree + Microsoft Dynamics CRM
Create Account to Microsoft Dynamics CRM from New Customer in Braintree Read More...Braintree + Microsoft Dynamics CRM
Create Contact to Microsoft Dynamics CRM from New Customer in Braintree Read More...Braintree + Microsoft Dynamics CRM
Create Opportunity to Microsoft Dynamics CRM from New Customer in Braintree Read More...Braintree + Microsoft Dynamics CRM
Create Case to Microsoft Dynamics CRM from New Customer in Braintree Read More...It's easy to connect Braintree + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new customer.
Triggers when you add a new transaction.
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 a new task is created.
Triggers when a lead is updated.
Create a new customer.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
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(2 minutes)
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 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.
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:
Method Name. ProcessCreditCard
Method Type. Code Method
Class Name. PaymentProcessCreditCard()
Event/Trigger Type. OnNew(e)
Click Save.
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.