New brand accounts checked with CreditorWatch before they are created in Dynamics, so credit is approved with the facts in front of your accounts team.
What Otopack automates
The work between Microsoft Dynamics and CreditorWatch, done for you.
- 01
- When
- A new brand submits its setup form
- Otopack
- Otopack runs a CreditorWatch check on the ABN and puts the report with the application
- Result
- Credit decisions made in one place
- 02
- When
- Your accounts team approves the application
- Otopack
- Otopack creates the customer, contacts and terms in Dynamics
- Result
- No keying from the setup form
How we connect
Connected for your account, not off the shelf.
Otopack connects through Microsoft Dynamics’s API (Microsoft Dynamics developer documentation). We set up and look after the connection for your account as part of go-live.
Otopack connects through the options CreditorWatch offers its customers, such as its API, EDI or scheduled exports. We set up and look after the connection for your account as part of go-live.
Questions
What packaging teams ask us.
Do we need both Microsoft Dynamics and CreditorWatch?
This page is for businesses that run both. Otopack also works with either one on its own.
Does it work the same way for every business?
No. We set it up around your process, your systems and your approval rules. What you see here is a typical setup.
Bring one real order. Watch it run.
Pick a quote, a proof round or a call-off from this week. We will walk it through Otopack on top of your own systems, so you see exactly where the hours go.
Microsoft Dynamics and its logo are trademarks of Microsoft Corporation. CreditorWatch and its logo are trademarks of CreditorWatch. Otopack is not affiliated with or endorsed by Microsoft Corporation or CreditorWatch.