Site Logo

Hello, you are using an old browser that's unsafe and no longer supported. Please consider updating your browser to a newer version, or downloading a modern browser.

Date
April 25, 2022

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.

 

Update Credit Card Profiles

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

 


 

 

Want to learn more? Schedule A Demo
Questions? Contact Us