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April 25, 2022

Customer Profiles

Inside of Microsoft Dynamics 365 Business Central, scroll to the customer card.  You will see the the iPayment Profiles option within the Navigation pane as shown below.

Create a new profile by entering in the information below.  The customer address information will default in from the customer record with the option to overwrite.  Hit the save button and the profile will be tokenized and stored within the secure First Data network.


Stored Profiles

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

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