Self Certification

The video below shows a complete Dynamics 365 Self Certification workflow:

• When a vendor is unwilling to participate in Eftsure verification, or when an urgent payment is required and the customer cannot wait for the full verification process, the user can choose to self-certify.
• Select a Not Verified Yet (Orange) vendor.
• Self-certify the vendor and add a comment for reference.
• Reverse the self-certification if required, including a comment.
• Add a message for the self-certification within the vendor bank account form for future reference.