BPA Platform

Data Integration & Synchronisation

Creditsafe Microsoft Dynamics 365 Integration

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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.

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Creditsafe Microsoft Dynamics 365 BC Integration Scenarios and Benefits

Common Creditsafe Integration scenarios with Dynamics 365 Business Central that our customers look to implement include:

  • Automatically pull company information from Creditsafe into D365, 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

Microsoft D365 Integration

Learn more about Creditsafe, Microsoft Dynamics 365 connectors.

Creditsafe Microsoft Dynamics 365 Integration starts from

Connector Pricing

CreditSafe

One time purchase

£750

BPA Platform

MS Dynamics 365 Base Server

Starts from:

£2,750

Configuration day(s) required subject to requirement.

Data Integration & Synchronisation

Data Integration & Synchronisation

Integrate applications, systems and web services via easy-to-use, graphical tools.

Drag and drop experience

A full drag and drop user experience so integration steps are visually represented within a wider automated process.

Transformation functions

A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

Hundreds of connectors

Access hundreds of data connectors via one easy-to-use platform.
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