web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Yodlee bank link to Re...
Small and medium business | Business Central, N...
Suggested answer

Yodlee bank link to Regions

(0) ShareShare
ReportReport
Posted on by Community member 2
My Bank feed stopped working last month, USA Regions Bank. We have tried removing and reinstalled the Yodlee extension, it just hangs at the log in screen, where it used to ask for my 2 factor code. My consultants recommended I try and contact Microsoft, maybe Regions Bank changed something?
Version: US Business Central 23.5 (Platform 23.0.17191.0 + Application 23.5.16502.16589)
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,401 Super User 2025 Season 2 on at
    Yodlee bank link to Regions
    Personally I've only had issues with Yodlee. It sounds good in practice, but because of all the issues I don't recommend using it anymore. The easiest and most full proof method is to import bank statements from a csv file. 
     
    If you want to setup a bank statement import from a csv statement you can use the following guide - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central – Dynamics 365 Business Central Insights (valentincastravet.com)
     
  • Suggested answer
    Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 22,736 Most Valuable Professional on at
    Yodlee bank link to Regions

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Sumit Singh Profile Picture

Sumit Singh 2,708

#2
Sohail Ahmed Profile Picture

Sohail Ahmed 2,675 Super User 2025 Season 2

#3
Jeffrey Bulanadi Profile Picture

Jeffrey Bulanadi 2,203

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans