New in Beta 6.15: The RFA Rating now displays as a colour badge image on the Red Flag Alert Data form, and you can now assign generated leads to a specific record owner.
Red Flag Alert — Credit Check & Find Leads
v4.02
Enrich and credit check your Dynamics accounts and leads with live Red Flag Alert data, and find and create new B2B leads — without leaving Dynamics 365.
- Credit checks and enrichment of Account and Lead records
- Map up to 84 Red Flag Alert data fields to your own fields
- Find and create new company leads, with director contacts
- Allocate credits and control access per CRM user
- Digital IDV & AML checks (included)
- Portfolio Manager — monitor company risk with real-time alerts
Red Flag Alert — Digital IDV & AML
Part of Credit Check & Find Leads
Make Anti-Money Laundering compliance easy. Run Digital ID Verification (IDV) and AML checks on your Dynamics contact records and attach the completed check reports. Digital IDV & AML is included with the Credit Check & Find Leads app.
- Check types: IDV, IDV + AML, IDV + AML + PSAM, IDV + PSAM, AML, and PEPs/Sanctions/Adverse Media
- Attach completed check reports to records
- Override results and generate PDF reports
- GDPR-compliant, low-cost, audit-ready
Red Flag Alert — Portfolio Manager
Part of Credit Check & Find Leads
Monitor company risk across your customer and prospect base and receive real-time alerts inside Dynamics, with account records enriched automatically. Portfolio Manager is included with the Credit Check & Find Leads app.
- Track insolvency risk, credit scores and CCJs
- Monitor company events (PEPs, gazette notices, filings)
- Auto-refresh Red Flag Alert data on associated account records
- Automatic notes summarising relevant events
