Key Deliverables
What we built
Case Study
Dynamics 365 & SimplePin Integration
A business operating on Microsoft Dynamics 365 needed a seamless integration with the SimplePin platform to automate critical financial and customer management processes - eliminating manual intervention between CRM operations and the payment ecosystem.
100%
Automation Achieved
5+
Core Processes Integrated
Real-Time
Payment Synchronization
Our Client
Lorem ipsum dolor sit amet consectetur adipisicing elit. Possimus voluptatem provident laudantium error suscipit sint ea officia tempore delectus animi.
200+
Projects Delivered
50+
Enterprise Clients
300+
Tech Specialists
15+
Countries Served
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.
icon
- Automated User Creation & Synchronization
- Customer Creation & Management
- Invoice Generation & Validation
- Payment Request Automation
- Real-Time Payment Status Sync
- Role-Based Access Governance
Challenges
Key Challenges We Solved
The organization faced critical operational hurdles that required a unified, automated approach to CRM and payment management.
icon
Disconnected Systems
Customer and invoice information lived in Dynamics 365 while payment processing occurred in SimplePin, creating data silos and forcing users to work across multiple platforms.
icon
Manual User & Customer Management
Creating and maintaining users and customers in separate platforms resulted in duplicate efforts, inconsistent records, and higher administrative overhead.
icon
Delayed Payment Processing
Payment requests and invoice communications often involved manual processes, increasing turnaround times and negatively impacting customer experience.
icon
Lack of Real-Time Visibility
Business users had no direct access to payment status updates within Dynamics 365, making it difficult to track payment progress and trigger follow-up actions.
icon
Need for Controlled Governance
The client required support for multiple business roles — Owners, Managers, Customer Care, and Accounting users — while maintaining secure access and operational control.
icon
Data Inconsistency
Duplicate records and inconsistent customer data across platforms led to billing errors, communication gaps, and reduced trust in the system.
Proposed Solution
How We Delivered the Integration
A custom managed solution was developed within Dynamics 365 to serve as a connector between Dynamics 365 and SimplePin APIs 2.0, enabling end-to-end automation.
icon
Company Management
Configuration of company information already registered in SimplePin with centralized management of API authorization tokens and company-level integration settings.
- API token management
- Centralized configuration
icon
User Management
Automated creation and synchronization of users between Dynamics 365 and SimplePin with support for multiple roles and duplicate account detection.
- Owner, Manager, Customer Care, Accounting
- Duplicate account detection
icon
Invoice Management
Automated invoice creation from Dynamics 365 with validation and synchronization of invoice records with SimplePin for secure invoice processing.
- Automated invoice generation
- Record validation & sync
icon
Payment Request Automation
The integration automated the complete payment request lifecycle from customer retrieval to invoice URL distribution via email.
- Retrieve & sync customer info
- Generate & send payment URL
icon
Customer Management
Automated customer creation and synchronization of customer information to support seamless payment processes across both platforms.
- Auto customer creation
- Bi-directional data sync
icon
Payment Status Sync
Dynamics 365 initiates status requests to retrieve payment status from SimplePin, automatically updating CRM records and triggering workflows.
- Real-time status updates
- Workflow triggers for success/pending
Solution Architecture
How the Integration Works
A robust architecture leveraging Dynamics 365 managed solutions, plugins, workflows, and custom entities integrated with SimplePin APIs 2.0.
Dynamics 365
Managed Solution
C# Plugins &
Workflows
Custom Entities &
API Controller
SimplePin
APIs 2.0
icon
Entity Mapping
Controller classes for seamless data mapping
icon
Secure Auth
Authentication framework with token management
icon
Custom Entities
Tailored data structures for integration
icon
Workflow Automation
Triggered actions for payment lifecycle
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.
icon
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.
icon
Faster Payment Collection
Automated payment requests and direct invoice URL distribution accelerated customer payment processing and significantly reduced delays in the collection cycle.
Single Source of Truth
Dynamics 365 became the central platform for customer, invoice, and payment-related information — improving data consistency, visibility, and trust across the organization.
icon
Better Financial Visibility
Real-time payment status updates enabled business users to monitor payment progress, quickly identify pending payments, and take proactive follow-up actions.
icon
Scalable Framework
The managed solution architecture created a reusable integration model that could be extended for future SimplePin capabilities and additional business requirements.
Technology Stack
Technologies We Leveraged
A powerful combination of Microsoft Dynamics 365 capabilities and modern integration patterns to deliver a robust, enterprise-grade solution.
icon
Dynamics 365
icon
C# Plugins
icon
Workflows
icon
Custom Entities
icon
SimplePin API 2.0
icon