Customer Registration

Customer Onboarding Automation

Manual customer registration slows down operations and increases the risk of errors, impacting compliance, and customer experience. BaffleSol’s Customer Onboarding Automation for Microsoft Dynamics 365 Finance & Supply Chain digitizes the entire onboarding process—eliminating inefficiencies and ensuring accuracy from start to finish.

This solution automates customer registration, validates PAN, Udhyam, and GST in real time, and manages documents through a structured approval workflow—significantly reducing onboarding time. Built natively within Dynamics 365, it seamlessly integrates with your ERP while ensuring full auditability and regulatory compliance.

Why Choose Customer Onboarding Automation?

✔ Accelerates Onboarding – Faster customer creation with minimal manual effort

✔ Automated Compliance – Instant PAN, Udhyam, and GST validations

✔ Structured Workflow – Built-in approval routing and status tracking

✔ Efficient Document Management – Secure storage and easy access

✔ Error-Free Process – Improved data accuracy and consistency

✔ Embedded in D365 – Native experience within Microsoft Dynamics 365

When Should You Use It?

➡ High Customer Volume – Ideal for businesses onboarding customers at scale

➡ Compliance-Driven Industries – Ensures adherence to tax and regulatory requirements

➡ Multi-Entity Operations – Supports customer creation across multiple legal entities

➡ Audit-Focused Environments – Complete traceability with approvals and logs

Core Features & Capabilities:

• Digital Customer Registration – Capture customer details through guided online forms
• Automated Validations – PAN, Udhyam, and GST checks via integrated APIs
• Workflow & Approvals – Configurable approval routing for governance and compliance
• Document Management – Secure document upload, version control, and retrieval
• Real-Time Dashboards – Monitor onboarding status, pending approvals, and SLAs
• Role-Based Security – Controlled access to protect customer data

Integration Technologies:

• Microsoft Power Automate – Automated alerts for approvals and validation issues
• Azure Logic Apps – Integration with external compliance and customer systems
• Custom APIs – PAN, GST, Udhyam verification and third-party integrations
• Power BI – Visualisation of onboarding KPIs such as cycle time and compliance status