Integrate live business intelligence, automated risk checks, and real-time data enrichment into Dynamics 365 to strengthen your decisions and streamline your workflows.
Power smarter onboarding and worldwide compliance with real-time risk insights
Automate compliance checks and verification steps within your onboarding workflow, reducing delays while ensuring every requirement is met consistently
Keep your CRM continuously updated with validated, real-time data, so your team always works with accurate, trustworthy customer information
Gain a unified view of customer risk with clear indicators and alerts, helping you proactively manage exposure and make informed decisions
Access accurate, real-time company data without leaving Microsoft Dynamics by embedding a direct connection to Red Flag Alert inside your existing records and workflows. Your teams can see live financials, credit scores, ownership structures, and risk indicators the moment they open an account, contact, or opportunity, without copying data between systems or relying on outdated spreadsheets.
View financial health and risk scores directly within customer records
Eliminate manual research and data entry
Keep your CRM data automatically updated and verified
Build confidence in every decision your teams make
Automate your onboarding and due‑diligence checks so new customers, suppliers, or partners are screened in seconds rather than days, without your team re‑keying data into multiple systems. By pulling verified company information and risk scores straight into your CRM or workflow, you remove manual copying and subjective judgments that often lead to errors or missed warning signs.
Instantly perform company verification during onboarding
Maintain full transparency for audit and compliance teams
Configure risk-based approvals for streamlined workflows
Flag high-risk customers for review automatically
Watch our Dynamics integration video, and learn how to boost your CRM with real-time risk intelligence.
Watch Our VideoBuild role-based dashboards that bring together live credit scores, payment behaviour, and exposure by sector, region, and counterparty so teams can spot emerging risks in seconds, not weeks. Layer portfolio views over individual customer insight to see where concentration is building, which accounts are deteriorating, and where to tighten limits or step up monitoring before issues turn into bad debt.
Track risk trends and portfolio exposure in real time
Visualise customer health across your organisation
Generate actionable insights for proactive management
Share live reports easily across teams and departments
Bring Red Flag Alert’s live company and risk data directly into Dynamics so every team works from the same up‑to‑date information on each customer and supplier. With shared views of credit limits, exposure, and compliance status inside core records and dashboards, sales knows who they can sell to, finance knows how far they can extend terms, and compliance can see that policy has been followed without chasing separate spreadsheets or reports.
Ensure everyone works from the same verified information
Improve cross-team collaboration and decision-making
Reduce duplicate work and inconsistencies
Build a unified approach to managing growth and risk