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OmniPay & Dynamics 365 for Sales: The Most Versatile Payment Platform

June 3, 2018   CRM News and Info

Users of Microsoft Dynamics 365 for Sales now have access to one of the industry’s leading payment platforms. OmniPay, by JourneyTEAM, is already one of the most trusted payment solutions out there. The system is intuitive, versatile, and secure. Now, Microsoft Dynamics 365 for Sales users can take advantage of everything this system has to offer.

Compliance made easy

We understand that compliance is always going to be a major concern when you’re choosing a good payment platform. With OmniPay, there is no need to worry. OmniPay will help insure that you stay in compliance at all times with Payment Card Industry (PCI) standards. It has built-in tokenization, which provides an extra layer of protection for sensitive credit card data. Point-to-point data encryption (P2PE) is also built in. And the “Payments As A Platform” service offers extensive payment capabilities: credit/debit and ACH payments, recurring payments, hosted payments pages for clients, Quickbooks Sync, and a host of others.

Omnipay set-up is simple, straightforward…and free

First-time Omnipay users are often surprised by just how easy the system is to set up. All you have to do is download OmniPay from Microsoft Appsource. Then, contact OmniFund to set up your merchant account and you’re set! You can start receiving credit card payments through Dynamics 365.

Dynamics 365 users will feel at home right away with OmniPay’s common sense functionality. All of your payments will be stored as “activities” in the familiar Dynamics 365 for Sales user interface and are applied against the record-keeping that your business already uses.

Omnipay offers flexible solutions

OmniPay is flexible. Does your business take prepayments against quotes? Do you receive payments against invoices only? OmniPay can be configured to support your requirements. Already integrated with a third-party ERP or other system that needs to use its own IDs for Account, Contact, Quote, Order, Invoice? OmniPay is ready to support this configuration.

OmniPay provides iron-clad security

OmniPay provides you with extra layers of security. We understand that not every user of the Dynamics 365 system should be allowed to create and view payments. That’s why OmniPay uses security roles to control Dynamics 365 records. As the business owner, you will be able to closely control which actions each user can perform.

Want to read more about the features of OmniPay by JourneyTEAM?

Call JourneyTEAM Now

Start receiving credit card payments through Microsoft Dynamics 365 with one of the industry’s leading payment platforms–OmniPay by JourneyTEAM. Our experts can help answer questions and tell you more about OmniPay features. Contact us today to learn more! 800.439.6456

For a limited time, enabling Microsoft Dynamics 365 for Sales to receive payments is free with this Appsource solution.


Article by: Dave Bollard – National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com | 800.439.6456

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CRM Software Blog | Dynamics 365

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