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Microsoft Dynamics POS Integration

About

Microsoft Dynamics is a family of AI-powered, interconnected business applications for customer relationship management (CRM) and enterprise resource planning (ERP) under the Microsoft Dynamics 365 umbrella.  

Website: Microsoft Dynamics

Category Details
Integration Type Cloud: Browser Extension, API

Training:
POS+ Extension Training

Installation:
Installing POS+ Extension

API
No video at this time.
Features Card on File
Stored card to quickly recharge a known customer.

Deposit Payments
Take a down payment against an invoice.

Refund
Process refunds directly through the platform.

Split Refund
Refund a partial amount of a purchase.

Void
Void transactions before settlement.
Payment Flows Push to Terminal
Payment Links
Keyed Transactions
Keyed ACH

Important Notes

Once a payment flow has been built for a software, it becomes available to all users.  

Marketing Demo Video

Browser Extension

Browser Extension:

No video yet.

POS+ will assist you with onboarding your account until a demo video becomes available. 

API

API:

No video at this time.

Integration Type

This integration requires the POS+ Browser Extension to be installed and active within your supported browser.

Important:

API integration requires POS+ involvement; please reach out to POS+.

Support 

  1. Turn off two factor authentication where possible. This can prevent POS+ access.  
  2. Ensure the software username and password in the POS+ portal are always up to date. This can prevent POS+ access 
  3. If the integration does not work AND you are on the correct invoice page in the software, please contact POS+.