How to store Credit Card Tokens within Microsoft Dynamics 365 Finance and Operations

Customer Profiles

Inside of Microsoft Dynamics 365 Finance & Operations, go to the customer record.  You will see the the Credit Card Profiles option within the Navigation pane as shown below.  Select “Add” to make a new profile that can be used for future use.

 

Microsoft Dynamics 365 Finance and Operations Credit Card Token

 

The customer address information will default in from the customer record with the option to overwrite.  It is important to match up the zip code and street address against what is on the file for issuing bank of the Credit Card.  This will help prevent downgrades.

Hit the save button and the profile will be tokenized and stored within the secure CardConnect cloud.

Click Save

 

Stored Profiles

You will now see a list of stored profiles that can used for future transactions.