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PowerCharge is one of many awesome crm add-ons developed by PowerObjects that allows you to process CRM 2011 credit card payments.  To get a background, read more about PowerCharge and creating recurring charges.

addons

In this post, we cover how to run a credit card transaction for an Order in Dynamics CRM.  This same concept could be used to process a credit card on an Invoice or anywhere else in CRM.  For demonstration purposes, this dialog will start from the sales order in CRM and do the following:

  • Prompt the user to select the contact who is placing the order by filtering a list of contacts related to the Account (Customer) on the Order
  • Prompt the user to select the credit card associated with the selected Contact
  • Create a Credit Card Transaction for the charge using the Total Amount of the Order

To accomplish this, we will walk through 6 steps:

  1. Query Contacts Related to the Order (Account)
  2. Create a dialog Page for the user to select a Contact
  3. Query the Credit Cards related to the selected Contact
  4. Create a dialog Page for the users to select the Credit Card
  5. Create a Credit Card Transaction record
  6. Publish and Test your Dialog

Note: See the end of this previous blog on how to initiate a dialog from a button on the Ribbon.

Step 1 – Query Contacts Related to the Order (Account)

  1. To create a new Dialog, go to Settings Processes and click New.
  2. Enter the name of your Dialog, select Entity: Order, and select Category: Dialog and click OK.dialog for CRM 2011 credit card payments
  3. To Start, click Add Step and select Add Stage. Fill in the Description of the stage (Something like “Ordering Contact”) and click where it says Select this row and click Add Step.  Then click Add Step again, and select Query CRM Data.  Fill in a description of the Query (see screenshot below.)
  4. Click Set Properties next to Query.charge credit cards with powercharge
  5. Under Look For, select Contact from the drop down (see screenshot below).
  6. In the query area, select Parent Customer (Note: This is the out-of-the-box name for the Account lookup on the Contact record.  In the example below, it has been renamed to Account.  Your lookup may be called something different, so you may need to look at the Contact record to see what the Parent Account field is called.
  7. Select Begins with as an operator and put Something (Does not matter what you type here) in the parameter field.
  8. Click the Modify Query Variables tab.Microsoft Dynamics CRM and credit card merchant account
  9. Click in the Variable1 field and delete the Something text.
  10. Using the Form Assistant on the right, Under Look For, select the Customer (Account) (Note: this field may also have been named, but you want to look for the field with the Account in parenthesis).  Then from the list of fields on the Account, select the Account Name.
  11. Click Add and then OK on the Form Assistant to pop the token into the Variable1 field.  Click Save and Close.charging credit cards with powercharge

Step 2 – Create a Dialog Page for the user to select a Contact

  1. Back in the Dialog view, click Add Step and click Page.  Click Add Step again and click Prompt and Response.  Put in description of the Page and the Prompt and Response step.
  2. Add description of this step and click Properties.
  3. Insert the Prompt Text you would like the Dialog to read.
  4. For the Response Details, select Response Type: Option Set (Picklist)
  5. Down in the Provide Values section, select Query CRM Data, and select the Ordering Contact query (or whatever you named it). Optional: Using the checkboxes, choose the Columns to display on the right. Click Save and Close.Create a dialog Page

Step 3 – Query the Credit Cards Related to the Selected Contact

  1.  First, repeat steps 3-5 above—this time naming your steps something like Credit Card.
  2. In the query area, select Parent Customer (Note: This is the out-of-the-box name for the Account lookup on the Contact record.  In the example below, it has been renamed to Account.  Your lookup may be called something different, so you may need to look at the Contact record to see what the Parent Account field is called.)
  3. Select Begins with as an operator and put Something (Does not matter what you type here) in the parameter field. Query the Credit Cards
  4. Click the Modify Query Variables tab.
  5. Click in the Variable1 field and delete the Something text.
  6. Using the Form Assistant on the right, Under Look For, select the Ordering Contact (Contact) (Note: this will be called what you named it in the previous step in the dialog).  Then from the list of fields, select the Full Name (See screenshot below.)
  7. Click Add and then OK on the Form Assistant to pop the token into the Variable1 field.  Click Save and Close.Query the Credit Cards

Step 4 – Create a dialog Page for the user to select a Credit Card

  1. Repeat steps 12-16 above.
  2. Down in the Provide Values section, select Query CRM Data, and select the Credit Card query (or whatever you named it). Optional: Using the checkboxes, choose the Columns to display on the right. Click Save and Close.

Step 5 – Create the Transaction record

  1. Click Add Step and fill in a description for the step.  Then click where it says Select this row and click Add Step, click Add Step, and select Create Record
  2. From the Create picklist, select Credit Card Transaction and then click Set PropertiesCreate the Transaction record
  3. Use the Form Assistant on the right to map the proper fields to the Credit Card Transaction.  Some of the attributes will come from the Order and some of the fields on the transaction will come from the “Local Values” or things that were collected during the Dialog, such as the specific Credit Card used (see screenshot).create transaction record
  4. When finished populating the Transaction, click Save and Close.

Step 6 – Publish and Test your Dialog

  1. The Dialog is now Complete.  Click Activate on your dialog.  You may now run this on a test order to test your dialog.  Below are screenshots of the dialog created in this blog.

Publish and Test your Dialog

Publish and Test your Dialog

Publish and Test your Dialog

Publish and Test your Dialog

Publish and Test your Dialog

If you have any questions or feedback, please reach out to our PowerPack Pro.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.