Microsoft Dynamics
Microsoft Dynamics 365 is used by banks, enterprises, and public sector organisations to manage complex customer relationships and workflows. Connecting it with Vouchsafe allows you to embed identity verification into your CRM processes, helping compliance and onboarding teams work more efficiently.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a suite of intelligent business applications for managing CRM, ERP, and operations. It helps organisations track sales, service, finance, and customer data in a centralised platform.
Why connect Microsoft Dynamics 365 with Vouchsafe?
- Keep customer records up to date with verified identity data.
- Automate KYC checks during onboarding, loan applications, or service sign-ups.
- Flag users who need review directly in Dynamics for compliance teams.
What can I do with a Microsoft Dynamics 365 integration?
Here are some ideas to get you started:
| Trigger | Action |
|---|---|
| User verified in Vouchsafe | Update a contact in Microsoft Dynamics with verification status |
| User needs review in Vouchsafe | Create a case in Microsoft Dynamics for compliance follow-up |
| New lead in Microsoft Dynamics | Request verification in Vouchsafe |
How to get started
You will need a Vouchsafe team and client secret.
Connect your accounts using our Zapier app.
Need more help? Start a chat below and we’ll help you get connected.