Introduction

Discover the synergy between Microsoft Dynamics365 Business Central and IdentityCheck to enhance your business operations. Microsoft Dynamics365 Business Central is designed to streamline your financial, operational, sales, and customer service tasks with a mission to help businesses simplify their everyday processes. When integrated with IdentityCheck, this powerful ERP solution gains an additional layer of security and efficiency, allowing you to verify identities seamlessly for more secure and compliant business operations.

Why Connect IdentityCheck to Microsoft Dynamics365 Business Central

Integrating IdentityCheck into Microsoft Dynamics365 Business Central adds significant value by ensuring robust ID verification and compliance. Firstly, it enhances the security of financial transactions and customer data handling in Dynamics by providing real-time identity verification. Secondly, businesses can accelerate customer onboarding by automating the identity check process, saving time and reducing operational costs. A real-world example of this success is encapsulated in Wardle Partners’ case study, where businesses realized a 5–10x ROI, saving significant time per client.

Setting Up the Integration

1. Navigate to the Dynamics365 Business Central admin dashboard.
2. Access the Extensions area to find IdentityCheck.
3. Install IdentityCheck and configure it with your existing systems.
4. Authorize the connection by providing necessary API credentials.
5. Customize the integration settings to match your business needs.
6. Verify that the integration is active by running a test identity check.

How It Works in Microsoft Dynamics365 Business Central

Once IdentityCheck is integrated, initiating an identity verification process becomes intuitive. For example, during a client onboarding process, you can seamlessly activate a KYC check from the client’s profile tab. IdentityCheck then processes the check in real time, updating the client’s status in Dynamics365. This ensures that your team always works with verified and compliant data, streamlining operations and customer interactions.

Frequently Asked Questions

• How is data stored with IdentityCheck? IdentityCheck securely stores data using industry-standard encryption practices.
• Can I customize the identity verification process? Yes, IdentityCheck offers customizable options to tailor the KYC workflow according to your business needs.
• What happens if a check is incomplete? IdentityCheck alerts you immediately and provides steps to resolve incomplete checks swiftly.

Final Thoughts

Integrating IdentityCheck with Microsoft Dynamics365 Business Central significantly elevates your operational security and efficiency. By automating identity verification, you ensure compliance and build trust with your customers, ultimately streamlining your business processes.