Payment Processing Strategy & Selection for Dynamics 365 Companies
Save money, avoid costly mistakes, and choose the right-fit payment processor for your Dynamics 365 implementation without the trial and error.
Payments touch everything—but they’re often the least understood part of ERP.
RISK
Protect your Dynamics 365 investment by considering payments from the start
Payments are often overlooked. Choosing a provider simply because you’ve always had it can lead to delays, extra costs, and frustrated teams. Pathfynder helps Dynamics 365 companies plan ahead — so payments don’t become a problem.
SIMPLIFY
Cut through complexity and choose the right-fit payment solution faster
Processors, gateways, connectors, hardware — it adds up fast. Pathfynder simplifies the decision process so you’re not limited to the default option or the one that’s simply most familiar, because a better fit may be out there.
NEGOTIATE
Maximize value by looking beyond the obvious payment processor
Many teams default to familiar providers and miss opportunities to save. We help you secure better terms, unlock incentives, and choose a payment solution that delivers long-term value.
Uncover savings, hardware credits, or subsidies you didn’t know to ask for.
EXPERTISE
Work with a payments advisor who speaks Dynamics 365
We’re not a processor, and we’re not here to replace your partner. Pathfynder brings deep Dynamics experience and neutral payments expertise—so your implementation moves forward with clarity, not confusion.
Get recommendations from experts who know F&O, Commerce, and Business Central inside and out.
Partner-aligned approach
Collaborate seamlessly with your Microsoft Partner without stepping on toes or slowing down delivery.
Vendor-neutral advice
Evaluate all your options objectively—no commissions, no bias, just what's best for your business.
Why Dynamics 365 companies work with Pathfynder
CASE STUDY
A national retailer migrating from AX 2012 R3 to Dynamics 365 Commerce faced high processing costs and legacy hardware constraints. With Pathfynder’s guidance and coordination with Shift4, they secured a $2.5M implementation subsidy and reduced total project cost — without delaying go-live.
CASE STUDY
A multi-SKU retailer implementing Dynamics 365 Commerce faced complexity across payments, gateways, and integrations. Pathfynder clarified requirements, guided processor selection, and enabled a smooth rollout across 280 stores without disrupting timelines or internal teams.
Get neutral payment advisory for Dynamics 365
Pathfynder helps Dynamics 365 clients select the right payment processor, protect project timelines, and reduce total cost without adding complexity.
Dynamics 365 Payment Insights
Top 3 Payment-Related Reasons Dynamics 365 Projects Get Delayed
When a Dynamics 365 implementation slips, payment processing is rarely the first thing blamed, but it’s often one of the biggest
Dynamics 365 Payment Processing: What Customers Must Know Before Implementation
If you’re starting a Dynamics 365 implementation, whether it’s Business Central, Supply Chain Management (SCM), Commerce, or Customer Engagement (CE),
Why D365 Payment Processing Isn’t Plug-and-Play
Most Dynamics 365 projects treat payment processing like a checkbox. It shows up as a single line item in the
Frequently Asked Questions
Here are some common questions about payment processing and our services.
What is Pathfynder Advisors?
Pathfynder Advisors is a vendor-neutral payment processing advisory firm for Microsoft Dynamics 365 clients. We help organizations evaluate, select, and integrate payment solutions that fit their ERP architecture without sales pressure or processor bias.
How does Pathfynder Advisors help during an ERP project?
Pathfynder supports Dynamics 365 projects by identifying payment requirements early, validating processor and connector fit, and reducing late-stage surprises. Our guidance helps teams avoid delays, scope creep, and unnecessary cost tied to poorly planned payment decisions.
Do you replace our Dynamics 365 Partner or handle implementation?
No. Pathfynder does not replace your Microsoft D365 or perform system implementation. We work alongside your partner as a neutral advisor, helping clarify payment strategy so your implementation stays on track.
What kinds of companies do you work with?
Pathfynder works with mid-market and enterprise Dynamics 365 clients across retail, distribution, manufacturing, and service-based industries particularly organizations with complex payment, POS, ecommerce, or omnichannel requirements.
How can Pathfynder save me money?
Pathfynder helps clients reduce cost by:
- Selecting the right-fit payment processor
- Avoiding overbuilt or misaligned solutions
- Negotiating better commercial terms
- Preventing rework and late-stage changes
Even small improvements in payment structure can create meaningful savings at scale.
When should we involve Pathfynder?
Ideally, Pathfynder is involved before a payment processor is selected — during pre-sales, planning, or early implementation. That said, we also step in mid-project when payment issues threaten timelines or delivery.