Relevant information is created or updated within the organization's Dynamics 365 environment.
CRM / ERP Integration
Available for Integration
Microsoft Dynamics 365 Business Card Integration
Connect Microsoft Dynamics 365 with Business Card Manager to support integrated business card workflows using approved business, employee, customer, or organizational information.
Connected Business Card Management
Connect Dynamics 365 With Your Business Card Program
Organizations use Dynamics 365 to manage a wide variety of business information and operational processes. Where appropriate and authorized, relevant information can be incorporated into a Business Card Manager workflow to support business card creation or updates. CCA remains responsible for templates, brand standards, ordering controls, approvals, production, and fulfillment.
Controlled Templates
Business Card Manager keeps approved designs, fields, and brand rules centralized.
Permissions and Approvals
Ordering access and review steps can be applied according to your organization’s workflow.
Production and Fulfillment
CCA connects governed ordering with business card production, fulfillment, and administrative visibility.
Typical Integration Flow
How the Workflow Can Operate
The exact flow is configured around your systems, approved data, permissions, and business requirements.
Approved information is passed to CCA.
Business Card Manager applies the appropriate templates and rules.
Approval takes place when required.
CCA coordinates production and fulfillment.
Administrators retain visibility into business card activity.
Enterprise Control
Designed for Accurate, Consistent Business Card Administration
Connect the information your organization already manages with the controls required for a governed business card program.
Use approved business information
Support employee data workflows
Connect organizational information
Use location information
Control card requests
Apply permission rules
Route approvals
Centralize reporting
Integration Status
Available for Integration
CCA can work with organizations to configure an integration based on the customer's Dynamics 365 products, permissions, API access, data requirements, and workflow.
Talk With CCA
Connect Microsoft Dynamics 365 With Business Card Manager
Create a more connected business card workflow while maintaining centralized administrative and brand control.