Dynamics 365 payment processor advisor for Microsoft Partners
Win More Deals. Avoid Payment Pitfalls. Protect Your SOW.
Payment processing isn’t just a line item—it’s a risk multiplier.
Payment processing is the #1 hidden risk in ERP and Commerce projects.
Yet most partners still treat it as a footnote, or worse, assume the client will figure it out. That’s where Pathfynders come in.
Pathfynder is your go-to Dynamics 365 payment processing consultant.
We simplify selection, reduce risk, and help you win deals, without adding complexity to your SOW.
RISK
De-risk every deal before payments derail it
Payment complexity is routinely underestimated, until it delays go-live or triggers compliance issues. Pathfynder Advisors helps you de-risk ERP and Commerce projects with upstream strategy, vendor-neutral guidance, and implementation oversight.
Flag missteps before they impact timeline, budget, or go-live.
We offer vendor-neutral guidance with no commission agenda.
Simplify
Add clarity and margin to your SOW
Too often, payments are scoped late or left out entirely—leaving revenue on the table and risk in your lap. Pathfynder helps you productize advisory services and bake payment strategy into your delivery.
Add payment advisory to your SOW and capture more value upfront.
The white-label model blends into your delivery motion without disruption.
RESCUE
Resolve payment challenges before they derail delivery
Whether it’s mid-implementation or mid-crisis, we step in to stabilize the payment side—fast. When timelines slip or payments stall progress, we help partners get things back on track.
Rapid intervention
Step in at any stage to fix payment issues before they escalate.
Create confidence
Strengthen delivery credibility with clear, confident payment guidance.
EXPERTISE
Why Microsoft Partners Choose Pathfynder
Our deep knowledge of Dynamics 365 ensures that you receive the best guidance for payment processing needs. We empower partners to navigate the complexities of ERP implementations seamlessly.
Technical Expertise in Dynamics 365
We know D365 F&O, Commerce, and Business Central.
Your Trusted Advisor for Payment Solutions
We don’t push products. We work alongside you as a neutral expert.
Seamless enablement for faster deal closures
Faster sales cycles, smoother launches, better client outcomes.
- Evaluate payment processing needs
- Lead payment gateway selection for Dynamics 365
- Navigate processors, gateways, and connectors
- De-risk ERP implementations before payments derail them
- Negotiate better terms and hardware pricing behind the scenes
ERP payment processing help, without the guesswork
Why Microsoft Partners work with Pathfynder
Transforming retail with strategic payment Solutions. With Pathfynder’s guidance and support from Shift4, they secured a $2.5M implementation subsidy, which dramatically reducing total project costs and accelerating go-live.
Rescuing a 280-store rollout before peak season.
With Pathfynder’s guidance, they overcame critical delays and connector issues, launching a full Dynamics 365 payments solution across 280+ stores just in time for Q4’s retail surge.
Get started with Pathfynder
Unlock the full value of your Dynamics 365 projects with an experienced payments advisor by your side.
Frequently Asked Questions
Here are some common questions about payment processing and our services.
What is Pathfynder Advisors?
Pathfynder is a neutral consulting firm that specializes in payment processing strategy for Microsoft Dynamics 365 projects. We help teams simplify selection, avoid hidden risks, and drive better business outcomes.
How does Pathfynder Advisors benefit Microsoft Partners?
We reduce payment complexity, protect SOWs, and help partners deliver smoother, more successful ERP implementations.
Who is Pathfynder Advisors?
Pathfynder is a collective of Dynamics-savvy consultants, solution architects, and strategic advisors with deep expertise in ERP, retail, and payments. We operate as an extension of your team—unbiased, experienced, and committed to getting it right.
What services does Pathfynder Advisors offer?
Payment strategy, gateway and processor selection, contract negotiations, implementation guidance, and partner enablement.
How can I get started with Pathfynder Advisors?
Reach out for a no-pressure discovery call to explore how we can support your project or proposal.
Still have questions?
We’re here to help.
What we do
Pathfynder is a neutral payment processor advisor for Microsoft Dynamics 365 partners. We help you:
Payment Processor Selection
- Neutral evaluation across all processors and gateways
- Technical fit assessment for your specific D365 environment
- Business case analysis including total cost of ownership
Negotiation & Contract Strategy
- Broker deals for better rates, free devices, funded implementations
- Contract renewal timing and structure optimization
- Identify hidden costs and negotiate transparent pricing
Connector & Integration Advisory
- Navigate Red Maple, New West, Retail Realm, et al. trade-offs
- Assess custom development vs. out-of-box solutions
- Technical risk assessment and mitigation strategies
Project Rescue & Optimization
- Fix payment implementations gone sideways
- Fraud compliance and PCI requirement guidance
- Performance optimization for existing payment systems
ERP payment processing help, without the guesswork
Get a Quote Today
Talk to us about Microsoft Dynamics Payment Processing
RISK
De-risk every deal before payments derail it
Payment complexity is routinely underestimated, until it delays go-live or triggers compliance issues. Pathfynder Advisors helps you de-risk ERP and Commerce projects with upstream strategy, vendor-neutral guidance, and implementation oversight.
Flag missteps before they impact timeline, budget, or go-live.
We offer vendor-neutral guidance with no commission agenda.
Why Microsoft Partners work with Pathfynder
Technical Expertise
We know D365 F&O, Commerce, and Business Central.
Trusted Advisor
We don’t compete. We work with you.
Seamless Enablement
We help close deals faster—without added risk or creep.
Your Trusted Partner in Payment Processing
After decades of technical leadership in Microsoft Dynamics implementations, we’ve built a group of payment processing experts to help you feel more confident about your options. Getting this right can save you millions of dollars in fees, support, and security initiatives. It’s a process that needs expert guidance.
When you have a roadmap and the specialized expertise of a vendor-agnostic guide, you can choose the best-fit payment processor. You can negotiate rates, feel confident in your requirement gathering, and know you’re aligned to your organization’s digital transformation.
Real outcomes
Start Your Selection Process
After decades of technical leadership in Microsoft Dynamics Implementations, we’ve partnered with payment processing experts help mid-sized to enterprise companies feel confident about their payment processing.
Getting this right can save you millions of dollars in fees and support security initiatives. It needs expert guidance.
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Start Your Selection Process
After decades of technical leadership in Microsoft Dynamics Implementations, we’ve partnered with payment processing experts help mid-sized to enterprise companies feel confident about their payment processing.
Getting this right can save you millions of dollars in fees and support security initiatives. It needs expert guidance.
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1
Understand your Requirements
Pathfynder Selection Engagement starts you on the right foot. We help build your requirements and prepare you to meet with each processor.
2
Select the Right Processor
Not all processors are created equal. Work with each to better understand how their service matches your requirements
3
Manage the Transition
We can support you in the switch. From hardware selection at point of sale, to collaboration with banking providers and Microsoft Dynamics configuration, you’re in good hands.