Do you accept or want to accept credit cards for your services and/or products? Do you use Microsoft Dynamics CRM? If you answered yes to both, please read on.
Let’s say a company has signed up a user for their services, and they want to charge them $20 every month to use that service. Now, with the help of an add-on called PowerCharge, this can all happen right within your CRM system!
To create reoccurring charges within your Microsoft Dynamics CRM using PowerCharge, you will need to first add two fields to the account record. One field will be a currency field, where we input the amount of the reoccurring charge. I’m going to call this field the “Reoccurring Charge” field. The next field we create will be a field called “Primary credit card”, where we will auto-populate the credit card that’s associated to the account. That can be done via a simple workflow.
To start creating the workflow that will actually charge the card, go to Settings > “Processes” and create a new workflow based on the account entity.
Set the workflow to run as an on-demand process and as a child process.
The first step thing we want to check is if the account is an active customer. Click on Add Step > Check Condition. Then set the condition to check if the Relationship Type of the account is a Customer. Save & Close.
Next, click in the row below the condition you just made, and Add Step > Create Record. Set the step to create a credit card transaction and click on Set Properties. Create the credit card transaction as specified below. Save & Close.
Next, we are going to add a wait condition, telling the workflow that we want to wait one more month until we charge the card again. Click on Add Step > Wait condition. We want to set the wait condition to wait 1 month after the last time the process has been run, as shown below. Save & Close.
The next step is to run the process all over again. To accomplish this, we are going to Add a Step, called “Child Workflow”. Before we add this step, we want to make sure to save what we have of the workflow so far. We’re going to start the child workflow based on the Account, and select the name of the Workflow we have been creating in the lookup field. In that way, the charge will run once every month. Once you’re all done, you will end up with a workflow that looks like this:
To start running the reoccurring charges, you will enter a credit card, and associate that credit card to an account. Then you will navigate to that account, enter an amount for the reoccurring charge, and Save. The credit card that is associated will then automatically be pre-populated. Next, go to Run Workflow, and select the workflow you’ve just created. Now, the charge will automatically be run every month until you tell it to stop. You can set up the workflow to run the credit card transaction once every 3 months, or every 6 months if need be.
You may also want to set up additional workflows to automatically send a customer a receipt when a charge is successful, or send them a notification email when the charge is not successful. It may also be a good idea to set up a workflow to notify yourself, or the customer of an expiring credit card. The possibilities are endless with the power of PowerCharge combined with the power of Microsoft Dynamics CRM.
Happy CRM’ing!
JoeCRM
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