How to Store Credit Card Profiles Inside of Microsoft Dynamics 365 CRM

Store Credit Card Profiles

Within Microsoft Dynamics 365 Sales, go to the Account or Contact entity.  Go to the Payment Profile tab and select New Payment Profile.  The profile is encrypted and stored within the CardConnect portal.

The profile can be used on future Orders and Invoices.

Microsoft CRM Store Credit Card


Update Credit Card Profiles

After a profile is created, you can update the profile address information.


Microsoft Dynamics CRM Credit Card Update Profiles