Payment strategy and selection for Microsoft Dynamics 365 clients
Save money, avoid costly mistakes, and choose the right-fit processor for your Dynamics 365 project without the trial and error.
Payments touch everything—but they’re often the least understood part of ERP.
RISK
Protect your investment by considering payments from the start
Payments are often overlooked. But choosing a provider just because you’ve always had it can lead to delays, extra costs, and frustrated teams. Pathfynder helps you plan ahead—so payments don’t become a problem.
SIMPLIFY
Cut through complexity and choose the right-fit 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 choice
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
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 Microsoft Partners work with Pathfynder
How a retail client saved millions on payment processing a national retailer migrating from AX 2012 R3 to D365 Commerce faced a high processing cost 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.
How a multi-SKU retailer streamlined payments across a 280-store rollout a national retailer implementing D365 Commerce faced complexity across payments, gateways, and integrations. Pathfynder clarified requirements, guided processor selection, and enabled a smoother rollout across 280 stores—without disrupting timelines or internal teams.
Get neutral payment advisory for Dynamics 365
Pathfynder helps you select the right payment processor, protect your project timeline, and reduce total cost, without adding complexity.
Frequently Asked Questions
Here are some common questions about payment processing and our services.
What is Pathfynder Advisors?
Pathfynder Advisors is a neutral consulting firm that helps Microsoft Dynamics 365 clients evaluate, select, and integrate the right payment processing solutions—without vendor bias or sales pressure.
How does Pathfynder Advisors help during an ERP project?
We help you make informed, strategic payment decisions early in your D365 implementation. That includes choosing the right processor, avoiding scope creep, reducing fees, and ensuring payment workflows align with your ERP architecture.
Do you replace our Microsoft Partner or handle implementation?
No—we work alongside your Dynamics partner. Our role is to support payment planning, processor evaluation, and contract guidance so your implementation team can stay focused and deliver with confidence.
What kinds of companies do you work with?
We support mid-market and enterprise organizations implementing Microsoft Dynamics 365 Finance, Commerce, or Business Central—especially those in retail, manufacturing, or B2B environments with complex payment needs.
How can Pathfynder save me money?
We help you uncover hidden subsidies, negotiate better processor terms, and avoid costly delays or rework—often leading to six-figure savings over the life of your ERP project.
When should we involve Pathfynder?
The earlier the better—ideally during pre-sales or project planning. But we can step in mid-project or post-go-live to resolve issues or realign payment strategies.