Creditsafe Connect for Dynamics 365 CE
by Creditsafe Services Limited
Gain access to credit reports from over 200 countries in Microsoft Dynamics 365 Customer Engagement
Make sure that the information you hold on your customers and suppliers is correct by utilising Creditsafe’s app to append accurate and up to date information, including company address and credit details to your records in Dynamics 365 Customer Engagement.
Our database of more than 460 million business reports in over 200 countries worldwide provides unrivalled financial and credit data, always ensuring your finance teams have all the information they need to work as efficiently as possible.
Creditsafe business reports are powered by intelligent, live data from thousands of trusted sources to ensure your business decisions are made on accurate information. Our database is continuously updated, offering you up-to-date information at your fingertips to effectively minimize risk and maximize opportunities.
One of the major contributors to poor data quality is errors made during the data entry process. Poor data quality can affect every aspect of your business ranging from the speed of day-to-day activities, to getting paid on time as well as the effectiveness of your marketing campaigns.
Make sure that the information you hold on your Accounts and Leads is correct by utilising Creditsafe’s app to append accurate and up to date information including company address and credit details to your records in Dynamics 365 Customer Engagement.
For existing accounts, you have the option to refresh and update data as required, speeding up data entry and ensuring ongoing accuracy and minimizing credit risk.
With Creditsafe Connect for Dynamics 365 CE, your customer data can be kept up-to-date and you can be assured that your customers meet the credit policy defined for your company. New customers are checked upon entry and your existing customers are checked on a scheduled basis. If you like, you can implement own approval workflows for opportunities where the customer is not approved in the credit check.
Supported Countries
Canada, Denmark, Germany, Norway, Netherlands, Sweden, The United Kingdom, USA.
