Tokenize Card to a Customer in Dynamics 365

Description: Customers have the ability to add multiple cards to their customer account, which they can then use as payment methods when placing orders. Below is a process that can be followed from the Call Center to add a card to a customer record (Tokenize); this card can then be re-used as a payment method to process orders with for this customer.

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1. From the All customers page, find the existing customer you are looking to add a card to and select the radial button on the line associated with their name.
   
2. Navigate to the top of the page and select Credit cards.
   
3. Once you have the customer record open,  select + New.
   
4. Enter the card information on the Payment form. This will only tokenize the card.
   
5. Once a card has been tokenized, it will be added to the customer profile, which can be expanded further with more customer information.