CreditSolution
2Dynamics
Your economic and creditworthiness data for Microsoft Dynamics 365 Business Central & NAV
CreditSolution
Delivery against invoice or prepayment?
How are our business partners developing?
Where can we quickly obtain well-founded information on companies at home and abroad?
More and more companies are opting for a risk assessment:
Business information from CRIF
But how and where do you optimally integrate the use of valuable information into your company processes and company data? It makes sense to do this where all other commercial data is
data is recorded and used: In your ERP system Microsoft Dynamics 365 Business Central, which becomes even more effective as a result.
Your business information
for Microsoft Dynamics Business Central 365
1
They are all retrieved and managed directly from your customers, vendors or contacts
2
Research, enter and correct your business partner addresses with the phonetic online search as an integrated service: no more tedious typing and errors
3
Safety thanks to the individually configurable traffic light warning system
4
Automatic time-controlled update
5
Research orders and foreign inquiries
6
Storage of historical entries as a development overview for your business partners
In addition to information from Germany, they receive full Skyminder integration
1
Fast access
Company information from more than 200 million companies in over 230 countries and regions
2
High quality reports
also from regions where obtaining information is a major challenge, e.g. Asia, the Middle East, Africa and Latin America
3
Globally standardized layout
of the reports with impressive depth of information
4
Intelligent search logic
for quick and easy
identification of the companies
5
Identification
and comprehensible risk assessment of companies
6
Determination
the ownership structure and shareholdings
7
Structuring the information
for a quick analysis of the
most important data
8
High flexibility
thanks to the availability of different solutions depending on the respective needs
9
Collection
of financial information
(balance sheets, key figures, etc.)
10
Continuous monitoring
of risk assessments and credit recommendations
11
Examination
the acting persons/management
12
Regardless of data availability
The optimum monitoring solution is always automatically offered to you in the individual countries. Price transparency and disclosure
of information suppliers with choice
13
Simple administration
of changes and
updates in the portfolio
14
Individual support
by a team of international specialists in every information search, from routine
routine queries to complex searches
In a global environment
...in which changes at your customers and suppliers can have a significant impact on business relationships, you need up-to-date and reliable information quickly. In order to make well-founded decisions, it is important to always be informed about the current situation and future developments at your business partners.
Uniform structure
The display and retrieval of data is identical throughout the Dynamics contact, customer, vendor and information entry. All information is stored in independent information entries.
entries. The most recent entry can be viewed directly in the corresponding contact, customer and/or vendor,
older entries can be called up from there as a history. This simple but powerful structure ensures optimum integration, quick learnability and high employee acceptance.
Monitoring
The Monitoring solution offers you the most comprehensive depth of information. The prerequisite for activating monitoring is a previously obtained full report. If you have activated Monitoring, you will receive an automatic notification about the type of change and the area affected. An updated, free report is also available to you.
This makes CreditSolution
2Dynamics perfectly into existing processes
- All information available at a central location, directly at the relevant process (e.g. offer)
- Avoidance of costly errors, double entry and duplicate queries
- Automatically updated information and monitoring of your business partner development
- Configurable authorization structure for queries and entries
- Enforcement of a uniform credit policy is facilitated
- Greater security and considerable reduction in workload
CreditSolution2Dynamics
Traffic light system
The traffic light system allows you to determine the credit rating index or score at which your company is warned. Through individual customization, automated actions can be triggered in NAV when certain conditions occur, e.g. delivery block, etc.
Planned Revision
Standing order
The Planned Revision solution involves automatically obtaining an updated report within a specified period. The prerequisite for activating Planned Revision is a previously obtained credit report. Planned Revision is a standing order and is suitable if you need an up-to-date snapshot of the company at regular intervals. This allows you to assess whether the company's situation has changed or not. The following update intervals are available: monthly, quarterly, semi-annually or annually.
Suitable information
for every need
Credit Solution saves credit reports in Dynamics either simultaneously or in four different ways:
Text entry: the traditional form - easily reusable via editor.
PDF: The perfectly laid out presentation of the data in the form of an exposé, which often comprises 10 pages or more for large companies
Fields & symbols (traffic light etc.): Directly in the contact, debtor, creditor and credit reference entry. Sensible selection from the available information, which is directly visible, structured and filterable.
Can be individually extracted from XML: Any information in structured form (often over 100 characteristics with their characteristics), for automated further processing.
FAQ
All about
CreditSolution
2Dynamics
General questions
CreditSolution2Dynamics is the interface management of mse Software GmbH. It allows you to manage all interface connections to Microsoft Dynamics Business Central provided by mse Software GmbH with minimal effort.
Technical
The data is provided via Skyminder and comes from CRIF. They obtain the data from local providers. You can view the exact provider in each report.
