Red Flag Alert — Portfolio Manager

Introduction

This guide explains how to integrate the Red Flag Alert Portfolio Manager with Dynamics CRM, enabling your sales and compliance teams to monitor company risk, receive real-time alerts, and enrich account records—all without leaving Dynamics.

What is Portfolio Manager?

Red Flag Alert's Portfolio Manager allows you to track financial health, risk events, and changes across your customer and prospect base. You can monitor:

• Insolvency risk
• Credit scores
• CCJs
• Company events (e.g. PEPs, gazette notices, filings)

Impact on your Dynamics CRM

Red Flag Alert processes portfolio events every day, 24/7.

When a portfolio company event occurs:

• The Red Flag Alert data on the associated Dynamics account record is automatically refreshed.

App Authorisation

To enable our servers to process your portfolio events, you’ll first need to create a refresh token.

How to set it up:

• In the app, go to Settings → Configure Accounts Refresh.
• Follow steps 1 – 4.

Portfolio Manager - App Authorisation

• Enter your Red Flag Alert username and password.
• Click Save.

You only need to do this once, and note that only one Red Flag Alert account can be linked to your Microsoft Dynamics 365 CRM.

How to Access Portfolio Manager

Open the Red Flag Alert App and click the Portfolio Manager tab.

Button: Update

Update the highlighted portfolio.

Button: Create

Create a new portfolio.

Button: Delete

Deletes the highlighted portfolio.

Button: Red Flag Alert Portal

Opens a new tab to access your Red Flag Alert portfolio portal.

Create or Update the Portfolio

Portfolio Description: The portfolio description must contain the word “s365”, so our servers can identify portfolios linked to your Dynamics CRM.

Recipients: Add emails, that you would like to receive event notifications.

Button: Save Portfolio

Save portfolio details.

Button: Add Accounts to Portfolio

This action will add all the companies in your Accounts List to your portfolio.