Creditsafe Microsoft Dynamics 365 Integration

Creditsafe Microsoft Dynamics 365 Integration

Are you looking for a market proven Creditsafe Microsoft Dynamics 365 integration solution to automate your credit referencing processes? Or are you looking for a solution to remove costly, error-prone and repetitive administration associated with credit referencing and data validation?

Codeless Platforms' Creditsafe D365 integration solution automatically checks the financial state of your customers and suppliers via Creditsafe, removing repetitive employee administration time and costs and enabling you to reduce the probability of acquiring bad debt.

Creditsafe Integration Data Sheet

Codeless Platforms’ Creditsafe Integration provides organisations of any size with the ability to automate the flow of important information between Creditsafe and accounting, CRM or ERP systems.

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Creditsafe Microsoft Dynamics 365 BC Integration Scenarios and Benefits

Creditsafe integration scenarios with Dynamics 365 Business Central:

The templated Creditsafe integration solution can pull company information from Creditsafe and place it into your existing business systems, including information such as:

Premier Package

Unlock more features in Creditsafe and gather more in-depth information, such as key financials, CCJs, mortgage summaries, and trade debt/bad debt. Contact us for more information on our Creditsafe Premier Package.

• Automatically pull company information from Creditsafe into D365 Business Central, including company name, trading name, company VAT number etc.
• Automated director reports, including details such as first name, surname, date of birth etc.
• Automatically retrieve ‘New Account’ and prospect credit scores
• Automatic updating of existing customer credit limits in line with company changes, e.g. company profit growth or loss
• Automated synchronisation of changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through Creditsafe integration with MS Dynamics 365 include:

• Reduction in exposure to credit risk
• Removal of repetitive administration tasks and cost surrounding credit referencing and data validation
• 100% accurate and enforced business rules and procedures
• Increased employee and company productivity
• Improved accuracy of business data
• Streamlined and informed decision making process