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Secure, PCI‑Compliant Payments for
ERP‑Generated Orders

A link-based checkout flow that bridges ERP systems and modern payment infrastructure—without compromising security or usability.

Infinite Electronics

Industry: Retail • Size: 10,000+ employees

The client is a fast-paced distribution company processing more than 700 purchase orders per day. To meet their same-day shipping commitment, orders must be entered and confirmed in their ERP system (Microsoft Dynamics NAV/Business Central) the same day they’re received. Their customer service team works in NICE CXone, which serves as the central hub for customer communication and case tracking.  

Infinite Electronics

THE CHALLENGE

Payments inside ERP systems created serious risk

StartFragmentCustomer Service and Accounting teams needed a secure way to collect credit card payments for ERP-generated orders—without exposing sensitive card data to internal users or legacy ERP systems.


Orders were created in Dynamics NAV 2016 and Business Central 14, but there was no modern, customer-friendly checkout experience tied to those orders. Existing processes increased PCI exposure, introduced manual workarounds, and slowed down order release—especially when customers needed a fast and simple way to pay.


The challenge was to design a solution that eliminated risk at every layer, without disrupting ERP workflows or adding operational complexity.EndFragment

Status

Card data being handled inside ERP systems and internal tools

Status

No guarantee only the correct customer could pay for an order

Status

Payment links susceptible to misuse or reuse

Status

No clean integration path with existing Azure infrastructure

Status

Manual processes slowing order release for urgent payments

Legacy Payment Process

BEFORE

ERP System

ERP System

NAV 2016/BC14

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PCI RISK
Manual Card Collection

Manual Card Collection

Phone/Email/Internal form

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EXPOSURE
Card Data Enters ERP

Card Data Enters ERP

Stored or typed by stuff members

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Manual Order Release

Manual Order Release

Delayed, error-prone process

THE SOLUTION

A secure, link-based checkout bridge for ERP

We built a secure, link-based checkout flow that connects ERP systems directly to modern payment infrastructure—with full PCI isolation, customer authentication, and automated post-payment processing via Azure Service Bus.

AFTER - SECURE FLOW

ERP System

ERP System

NAV 2016/BC14

Secure Link

Secure Link

Time-Limited - Single-Use

Auth Gate

Auth Gate

Order-specific verify

Braintree

Braintree

Hosted Fields - PCI safe

Service Bus

Service Bus

Azure event publish

Order Release

Order Release

Automated processing

STEP 01

Faster Processing

ERP users generate a unique, time-limited checkout link directly from NAV 2016 or Business Central. Each link is tied to a specific order and customer and delivered via branded email automatically.

STEP 02

Customer Authentication & Trust

Before accessing payment, customers authenticate using order-specific information, ensuring only the intended recipient can proceed. Links are validated for authenticity, expiration, and single use.

STEP 03

PCI-Safe Checkout Experience

Customers complete payment through a responsive, mobile-friendly checkout interface using Braintree Hosted Fields / Drop-in UI. Card data never touches ERP systems or internal services.

STEP 04

Reliable Post-Payment Automation

On successful authorization, payment details (non-sensitive only) are published to Azure Service Bus, enabling ERP systems to automatically continue order processing and release—no manual steps require

Architecture — PCI Isolation Boundary

ERP LAYER

Dynamics NAV 2016

Link generation

Business Central 14

Link generation

APP LAYER

Secure Link Service

Token validation

Auth Gateway

Customer verification

Checkout UI

Braintree Hosted Fields

PAYMENT

Dynamics NAV 2016

Link generation

EVENTS

Azure Service Bus

Non-sensitive payment confirmation event

PCI Isolation Boundary Active

Card data never enters ERP

Azure-native infrastructure

THE RESULT

From manual risk to automated confidence

Before this solution, collecting payments for ERP-generated orders was a friction-filled, high-risk process. Staff handled card details manually, orders stalled waiting on payment confirmation, and the business carried unnecessary PCI compliance exposure every single day.

The ERP Secure Checkout changed that entirely. By replacing manual workflows with a secure, automated payment flow, the team gained speed, reduced risk, and delivered a better experience for customers—all without touching the core ERP systems they relied on.

THE RESULT

Measurable security andoperational improvements

Reduced PCI Exposure

Reduced PCI Exposure

Card handling was completely removed from ERP systems and internal tools, dramatically reducing PCI scope and compliance risk.

Faster Order Release

Faster Order Release

Automated, event-driven payment confirmation via Azure Service Bus eliminated manual processing delays and bottlenecks.

Improved Customer Experience

Improved Customer Experience

Customers now complete payments through a simple, secure, self-service checkout—mobile-friendly and available on any device.

Operational Efficiency

Operational Efficiency

Customer Service and Accounting teams no longer handle card details manually, freeing time and eliminating human error risk.

Scalable Foundation

Scalable Foundation

The solution creates a repeatable pattern ready for future enhancements—SMS delivery, multi-brand support, and new ERP platforms.

Reusable Architecture

Reusable Architecture

Built as an extensible pattern for securely collecting payments from ERP systems—ready to deploy across brands and future platforms.

Most importantly, the solution created a repeatable pattern for securely collecting payments from ERP systems—ready to be reused across brands and future platforms.

DEPLOYED WITH

PCI-Compliant

Powered by Braintree

Azure-Native

Microsoft ERP

CLIENT FEEDBACK

We no longer handle card details manually. The checkout just works—our team can focus on customers instead of chasing payment information.

J

John Doe

Global Digital Manager, Fairview Microwave