Integration of Creditsafe with Microsoft Dynamics 365 via API
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£1.6k(approx. $2.0k)
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Mobile Web Development Dynamics CRM SharePoint Machine Learning Blockchain salesforce
Indore
.Net Development,SharePoint Development,Mobile App Android & IOS, Angular.js,Node.js,Dynamic CRM,PHP,Laravel,WordPress, Magento1&2.
Ahmedabad
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Description
Experience Level: Expert
We have recently started using Microsoft Dynamics and our credit authorisation provider Creditsafe has an API that can be used for this purpose.
https://anypoint.mulesoft.com/exchange/portals/creditsafe/40c645fa-b474-4553-b8f4-cab2c9805b49/creditsafe-connect/
We want to achieve two objectives:
1) With the entry of a company registration number and a single click, populate key fields in an account record including Legal name, fiscal year end month, date of incorporation, company type, registered address and creditsafe URN (safe Number)
2) With another click and using the Safe number obtained in step 1, query current credit information and write into account fields including : suggested credit limit, days beyond terms, contract limit, credit score. Ideally we would like the data from each query to be written to a seperate table with associated records displayed.
Also we are new to Dynamics and there is a lot of business process that we want to build in. We are looking for a reliable contractor for a long-term relationship who we can use to help us leverage the platform. We already work with a Microsoft Gold Dynamics partner but their day rates are likely to be a limiting factor on how much we can achieve.
https://anypoint.mulesoft.com/exchange/portals/creditsafe/40c645fa-b474-4553-b8f4-cab2c9805b49/creditsafe-connect/
We want to achieve two objectives:
1) With the entry of a company registration number and a single click, populate key fields in an account record including Legal name, fiscal year end month, date of incorporation, company type, registered address and creditsafe URN (safe Number)
2) With another click and using the Safe number obtained in step 1, query current credit information and write into account fields including : suggested credit limit, days beyond terms, contract limit, credit score. Ideally we would like the data from each query to be written to a seperate table with associated records displayed.
Also we are new to Dynamics and there is a lot of business process that we want to build in. We are looking for a reliable contractor for a long-term relationship who we can use to help us leverage the platform. We already work with a Microsoft Gold Dynamics partner but their day rates are likely to be a limiting factor on how much we can achieve.
Simon A.
100% (2)Projects Completed
3
Freelancers worked with
3
Projects awarded
67%
Last project
9 Jun 2017
United Kingdom
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