Matt Beard is the Development Team Leader at Data8 and heads up the team that implements all the latest cutting edge technology.
Business Insights for Microsoft Dynamics 365 & Power Apps
We are very pleased to announce the release of our Business Insights solution for Microsoft Dynamics 365 and Power apps onto App Source.
Business Insights (previously referred to as Company Information or Business Information) is a long term staple of the Dynamics 365 and Data8 portfolio and is one of our more stabled tools – however until now it wasn’t available for download directly through App Source and we are super excited to now be able to offer this.
The App Source version of the solution has been rebuilt with modern technology using the Power Apps Component Framework and has been updated with all the modern UI changes, including its very own model driven app enabling you to quickly and easily configure it.
Data8 Business Insights allows you to retrieve a complete company profile, with details such as their full address, registered company and address, group structure, SIC Code, turnover, and number of employees. It also generates comprehensive financial reports, the company’s credit rating and limit, P&L details, balance sheet and list of directors straight into your system. This allows you to make more informed trading decisions, discover new business opportunities, and safeguard your organisation from bad debt. It is also a quick and effective way to capture accurate business details and validate contact information in real time.
You can install a free trial of the solution today from Microsoft AppSource. It is also available for on-premise Dynamics CRM users - just contact us and we can supply the solution file to you directly.
Once installed you'll need to enter an API key which you can generate from your Data8 dashboard. You'll also need some credits for the Bank Account Validation service - if you don't already have any, please contact us for a trial.
As always we are very keen to get feedback on the solution and extend it as necessary to meet your needs, so please let us know if there are any areas where we could help out!