Dynamics 365 trainer: push payment links into CRM records
Dynamics 365 trainer: push payment links into CRM records
Dynamics 365 trainers see CRM paylink requests arrive with blank URL fields, forcing billing to chase links. An external request fills the payment link into the CRM so billing reconciles faster.
Overview
Missed paylink updates stall billing and strain cash flow for small building materials firms. This flow converts incoming payment requests into payment links and writes them into the existing Dynamics 365 paylink record, notifying billing so reconciliation happens with far fewer manual handoffs and missed updates.
Notable Features
- Populate CRM payment link fields
- Generate payment links from incoming requests
- Notify billing and customer service