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

July 8, 2026

Microsoft Teams

Virtual

2:00 pm EDT / 11:00 am PDT

Session Overview

Payment processing in Dynamics 365 spans ERP workflows, e-commerce, POS, and external integrations. However, payment decisions are often made early without full visibility into how these systems connect.

This session provides a practical view of where payments occur, how tokenization enables secure, reusable transactions, and what to consider when selecting a payment solution. We’ll also review common implementation challenges and how early decisions impact reconciliation, reporting, and long-term system fit.

Learning Objectives

  • Understand where payment processing occurs across Dynamics 365
  • Learn how tokenization supports secure, reusable transactions
  • Identify key factors when evaluating payment solutions
  • Recognize common implementation challenges

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

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