Credit & Risk Connect
Automated credit and risk monitoring for Dynamics 365 Finance & Operations
(Release - 2020 Q4)
Automate credit and risk management
Built to connect Dynamics 365 with market leading credit and risk platforms, allowing you to automatically update credit and risk data for your customers and suppliers. Ensuring that you are in full control of liabilities and are not trading with parties that are politically sensitive.
The connector will also make sure that your master data is always updated and accurate, by comparing it to the information held on the companies in the credit and risk platforms.
Some of the functionality that’s included in the product is.
- Company search functionality
- Control of master data
- Automated credit limits
- Automated credit ratings
- Automated update on critical business events
For verified solution providers, we provide full documentation including recommended mappings, on how to setup the expense system and Expense Connect in AX2012 & D365 Finance and Operations.