Dynamics 365 CRM and NZBN Add-On Solution Now Available!

Gayan Perera, 01 April 2019

A New Zealand Business Number (NZBN) is a free, globally unique identifier, available to all Kiwi businesses. With an NZBN, it’s faster and easier for businesses to connect and interact, which will save everyone time and money.

An NZBN holds all the key information organisations are most often asked to share when doing business, like a phone number and trading name. So now you can stop repeating the same details multiple times. For example, when you add an NZBN to Dynamics 365 CRM company/account record, other relevant fields are automatically pre-filled using information available about the business on the NZBN Register. Now there’s no need to manually enter that information. Using the NZBN is faster and smarter.

See it in action…a staff member can enter the company name (doesn’t have to be exact) with an NZBN number,and the NZBN connector add-on will automatically pull in the legal name, address details, shareholder, director, sector, website, phone number, email address information.  

The information can be arranged into different tabs and sections as per your requirements.

The integration automatically checks for updates for all records with an NZBN number and populates with new data where applicable.
 

In addition to the basic information, all director and shareholder information are pulled in as connections into Dynamics 365 CRM with their relevant details such as phone numbers, emails and birthdates (if available via the NZBN register).
 
Dynamics 365 CRM NZBN add-on solution feature and technical details:

•    A user only needs to enter a NZBN or company name to automatically pull the information from the companies office
•    Data can be populated and validated at the time of entry
•    Data updated at regular intervals in the background, so you’ll always have up to date data
•    The following information is pulled and synchronized with Dynamics 365 CRM:
     o    Name
     o    Incorporation date,
     o    URL
     o    Company number
     o    NZBN
     o    BIC Code
     o    Website
     o    Trading name
     o    Address details for the registered office as well as address for service
     o    Active and inactive Directors
     o    Active and inactive Shareholders
     o    Share parcel details
   o  Personal details such as first name, last name, email, phone, physical address, appointment date, resignation date
•    System requirements
     o    Dynamics CRM 2015 or above (Dynamics 365 CRM Online preferred)

We will be making this add-on available on Microsoft AppSource within the next month or so. If you’d like to give it a spin, get in touch with us!