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hamhus / StripeIntegrationWithCRM

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Some questions #1

Open jaimieji opened 1 year ago

jaimieji commented 1 year ago

Hi there,

thank you for this. some questions.

If we generate a reference number to give it to the customer, how will they use that number on stripe payment page and how will it link back to D365 CE?

Is it possible to do this payment while on the call with customer?

Regards Jaimie

hamhus commented 1 year ago

Not sure if I understand your question properly. The stripe payment is a self-hosted page on your website from where customers can make the payment. On the confirmation page, you can give a reference number to the customer. This payment information (payment reference# and other info) links to the CRM through the stripe integration code. You can also the pass this reference number in the CRM.

jaimieji commented 1 year ago

Hi,

Thank you. Do you think it is possible to host this page within crm? For instance, as a user I create a booking for a customer while on the phone with the person and ask if they like to pay be card.

I can pass the booking id to this page, use stripe to pay and get the payment status to update the booking record as paid.

Regards Jaimie

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From: Hameed Hussain @.> Sent: Wednesday, March 15, 2023 6:50:27 PM To: hamhus/StripeIntegrationWithCRM @.> Cc: jaimieji @.>; Author @.> Subject: Re: [hamhus/StripeIntegrationWithCRM] Some questions (Issue #1)

Not sure if I understand your question properly. The stripe payment is a self-hosted page on your website from where customers can make the payment. On the confirmation page, you can give a reference number to the customer. This payment information (payment reference# and other info) links to the CRM through the stripe integration code. You can also the pass this reference number in the CRM.

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hamhus commented 1 year ago

Yes, it is possible. First, you will need to generate this payment page on Stripe under your account. Then use this page URL to embed within Dynamics. The rest of the process is the same. Let me know if you have more questions.