Mon, 23 Nov 2020 10:56:02 GMT
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Power Platform Governance and Administration
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Needs Votes
Currently no bank account nor a (direct debit) mandate can be registrated for a customer (account or contact) in Dynamics 365.
When you do sales with your customers (B2C or B2B), most likely a bank account is required. If the customer wants to pay by direct debit, a mandate needs to be registrated. Currently this is only out-of-the-box supported in Finance and Operations (back office) but a service agent (front office) in Dyamics 365 should be able to create a new bank account/mandate, change the customer payment details and bank account when a customer calls to the support organization.
Idea would be to implement something similar in Dynamics 365 Customer Service or Sales like it's implemented in Finance and Operations (in this way, integration between Dynamics 365 and Finance and Operations would be easier making use of Dual-Write/Virtual Entities).