Sourcemash Technologies Private Limited

Dynamics 365 & SimplePin Integration

A seamless CRM-to-payment connector that eliminated manual work between Dynamics 365 and SimplePin — delivering real-time automation for users, invoices, and payments.

100%

Automation Achieved

Core Modules Integrated

Real-Time

Payment Sync

Executive Summary

Seamless CRM-to- Payment Integration

SourceMash designed and implemented a managed solution-based connector within Dynamics 365 that integrated with SimplePin APIs — enabling automated user creation, customer creation, invoice generation, payment requests, and payment status synchronization.

Transforming Fragmented Processes into a Unified Experience

The organization managed customer and invoice information within Dynamics 365 while payment processing activities occurred in SimplePin. This created data silos and required users to work across multiple platforms, leading to inefficiencies and delayed operations.

By leveraging Dynamics 365 plugins, workflows, custom entities, and API integrations, the organization achieved a centralized, scalable, and efficient process for managing customer payments and financial transactions — all within a single unified experience.

Challenges

Key Challenges We Solved

The organization faced critical operational hurdles that required a unified, automated approach to CRM and payment management.

Improved Operational Efficiency

The integration eliminated repetitive manual work for user onboarding, customer management, invoice generation, and payment tracking — freeing teams to focus on higher-value activities.

Improved Operational Efficiency

The integration eliminated repetitive manual work for user onboarding, customer management, invoice generation, and payment tracking — freeing teams to focus on higher-value activities.

Faster Payment Collection

Automated payment requests and direct invoice URL distribution accelerated customer payment processing and significantly reduced delays in the collection cycle.

Business Impact

Measurable Outcomes

The integration transformed fragmented processes into a streamlined and scalable business operation, delivering tangible improvements across efficiency, visibility, and customer experience.

Faster Payment Collection

Automated payment requests and direct invoice URL distribution accelerated customer payment processing and significantly reduced delays in the collection cycle.

Improved Operational Efficiency

The integration eliminated repetitive manual work for user onboarding, customer management, invoice generation, and payment tracking — freeing teams to focus on higher-value activities.

Faster Payment Collection

Automated payment requests and direct invoice URL distribution accelerated customer payment processing and significantly reduced delays in the collection cycle.

Technology Stack

Technologies We Leveraged

A powerful combination of Microsoft Dynamics 365 capabilities and modern integration patterns to deliver a robust, enterprise-grade solution.

Dynamics 365 & SimplePin Integration

Seamless CRM-to- Payment Integration

Transforming Fragmented Processes into a Unified Experience

Key Challenges We Solved

Improved Operational Efficiency

Improved Operational Efficiency

Faster Payment Collection

Measurable Outcomes

Faster Payment Collection

Improved Operational Efficiency

Faster Payment Collection

Technologies We Leveraged

Dynamics 365

Dynamics 365

Dynamics 365

Dynamics 365

Let us build your next integration