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    • 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.

     

     

     

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