Beginner’s Guide: Stripe Payment in D365 via Power Automate

Step-by-Step Guide to Make a Payment on Stripe

If you’re looking to integrate Stripe payments into your application or CRM system, Power Automate is a powerful tool that can help you automate the process. Below are the steps to set up Stripe payment integration using Power Automate, starting from creating a Stripe account to executing a payment via a flow.we’ll discuss this in Details How to integrate Stripe Payment in D365 via Power Automate

1. Create a Stripe Account

Before you can process payments through Stripe, you need to have a Stripe account. If you don’t already have one, sign up at Stripe.

2. Make the Account a Test Account

Once your Stripe account is set up, you’ll want to configure it as a test account to safely test payment processing without using real money. In the Stripe dashboard, turn on the toggle button Test mode to enable Test mode. Refer to the image below

3. Copy the Secret Key

After logging in to your Stripe dashboard, go to the API Keys section. Copy the Secret Key; you’ll need this key to authenticate your requests when making payments via Stripe’s API. Refer to the image below

4. Create an Entity in Dynamics 365

Now that your Stripe account is ready, you need to set up an entity in your Dynamics 365 or CRM system that will capture payment details from customers.

5. Add the Needed Fields

Add the necessary fields in your entity to collect information such as the payment amount, currency, customer details, etc.

6. Create a Form

Next, create a form within Dynamics 365 that will allow users to enter the necessary payment details. This form will trigger the Power Automate flow when saved. refer to the image below.

7. Create a Power Automate Flow

To automate the payment process, create a Power Automate flow. This flow should be triggered when a record is saved (e.g., after submitting the payment form).

Key Actions in the Flow:

1. Create an HTTP Action
   • In Power Automate, add a HTTP action to send a request to Stripe’s API.
2. Choose the HTTP Method as POST
   • Set the HTTP method to POST, as we’ll be sending data to Stripe’s server to initiate the payment.
3. Set the URI
   • In the URI field, enter: https://api.stripe.com/v1/payment_intents. This is the endpoint to create a payment intent.
4. Add the Headers
   • In the Headers section, add the following key-value pairs:
     • Authorization: Add your Stripe Secret Key as value.
     • Content-Type: Set its value to application/x-www-form-urlencoded.
5. Add the Body Parameters
   • In the Body section, enter the following parameters:

amount=34.00&currency=usd&payment_method=pm_card_visa&confirm=true&automatic_payment_methods[enabled]=true&automatic_payment_methods[allow_redirects]=never&description=Payment-Description

Here’s a breakdown of the parameters:

• amount: The payment amount to be charged.
• currency: The currency used for the payment (e.g., usd).
• payment_method: In this example, we are using a test card (pm_card_visa). You can adjust this based on the payment method used.
• confirm: Set to true to automatically confirm the payment.
• automatic_payment_methods[enabled]: Ensures that Stripe automatically selects the best payment method.
• automatic_payment_methods[allow_redirects]: Set to never to prevent redirects.
• description: An optional field to describe the payment (useful for tracking purposes).

Refer the image below

6. Save and Test Your Flow

• After configuring your HTTP action, save the flow. You can then test it by adding a record in Dynamics 365. The flow should trigger and attempt to process the payment via Stripe.

7. Verify the Transaction on the Stripe Dashboard

• Once the flow executes, log in to your Stripe Dashboard to verify that the payment was successfully processed. You should see the transaction details under the Payments section.

By following these steps, you can automate Stripe payments directly from Dynamics 365 or any CRM system integrated with Power Automate. This workflow ensures a seamless payment process that can be easily customized to suit your business needs.

Final Notes:

• Always ensure that you’re working in Test Mode when setting up payment flows for the first time.
• Security: Never expose your Stripe Secret Key publicly. Use secure methods to store and retrieve keys when developing applications.
• Test thoroughly with different payment methods and transaction scenarios to ensure everything works smoothly before moving to live payments.

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