Payments in Dynamics 365: Making the Right Choice (Not the Default One)

June 4, 2026

Microsoft Teams

Virtual

Selecting a payment processing solution for Microsoft Dynamics 365 is often treated as a technical decision, but the wrong choice can impact customer experience, payment acceptance rates, compliance, operational efficiency, and long-term costs. In this educational webinar, Dynamics 365 expert and longtime Microsoft MVP Justin Carter explores what organizations need to know before choosing a payment processing strategy.

Whether you’re running Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Sales, or evaluating payment solutions as part of a digital transformation initiative, this session provides practical guidance to help you navigate an increasingly complex payments landscape.

Attendees will learn the fundamentals of modern payment processing, including gateways, processors, merchant accounts, payment tokens, fraud prevention, and PCI DSS compliance requirements. The webinar also examines common implementation pitfalls that can lead to costly rework, security risks, reporting challenges, and poor customer experiences.

You’ll gain insights into how payment processing impacts Accounts Receivable operations, eCommerce, point-of-sale systems, customer portals, subscription billing, and omnichannel payment experiences. The session also covers how organizations can evaluate payment processors based on more than just transaction fees—considering factors such as integration capabilities, scalability, reconciliation, global currency support, security, and total cost of ownership.

Through real-world examples, Justin shares lessons learned from complex Dynamics 365 payment implementations, highlighting how seemingly small decisions can create significant challenges during deployment and post-go-live support. Attendees will also discover how embedded payment solutions can improve operational efficiency, reduce fraud exposure, and create opportunities for revenue growth.

bSelecting a payment processing solution for Microsoft Dynamics 365 is often treated as a technical decision—but the wrong choice can impact customer experience, payment acceptance rates, compliance, operational efficiency, and long-term costs. In this educational webinar, Dynamics 365 expert and longtime Microsoft MVP Justin Carter explores what organizations need to know before choosing a payment processing strategy.

Whether you’re running Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Sales, or evaluating payment solutions as part of a digital transformation initiative, this session provides practical guidance to help you navigate an increasingly complex payments landscape.

Attendees will learn the fundamentals of modern payment processing, including gateways, processors, merchant accounts, payment tokens, fraud prevention, and PCI DSS compliance requirements. The webinar also examines common implementation pitfalls that can lead to costly rework, security risks, reporting challenges, and poor customer experiences.

You’ll gain insights into how payment processing impacts Accounts Receivable operations, eCommerce, point-of-sale systems, customer portals, subscription billing, and omnichannel payment experiences. The session also covers how organizations can evaluate payment processors based on more than just transaction fees—considering factors such as integration capabilities, scalability, reconciliation, global currency support, security, and total cost of ownership.

Through real-world examples, Justin shares lessons learned from complex Dynamics 365 payment implementations, highlighting how seemingly small decisions can create significant challenges during deployment and post-go-live support. Attendees will also discover how embedded payment solutions can improve operational efficiency, reduce fraud exposure, and create opportunities for revenue growth.

Key topics include:

  • Payment processing fundamentals for Dynamics 365
  • How gateways, processors, and merchant accounts work together
  • Payment processor selection criteria and evaluation frameworks
  • Common implementation mistakes and how to avoid them
  • PCI DSS compliance risks and best practices
  • Tokenization, security, and fraud prevention
  • Omnichannel payments and global payment strategies
  • Measuring ROI and total cost of ownership for payment solutions

If you’re evaluating payment processors, planning a Dynamics 365 implementation, or looking to optimize your existing payment infrastructure, this webinar will help you make a more informed decision—and avoid simply choosing the default option.

  • Payment processing fundamentals for Dynamics 365
  • How gateways, processors, and merchant accounts work together
  • Payment processor selection criteria and evaluation frameworks
  • Common implementation mistakes and how to avoid them
  • PCI DSS compliance risks and best practices
  • Tokenization, security, and fraud prevention
  • Omnichannel payments and global payment strategies
  • Measuring ROI and total cost of ownership for payment solutions

If you’re evaluating payment processors, planning a Dynamics 365 implementation, or looking to optimize your existing payment infrastructure, this webinar will help you make a more informed decision and avoid simply choosing the default option.

Questions? Reach out to us at emilie@pathfynder.com.

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