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We have set up the linked bank account and it brought in most of the accounts. We linked a couple in our test company and then tried to remove them to re-do the link. Overall, it does not seem we are able to unlink the setup - anytime we go back in, it still says it is linked. We need to figure out how to add in the missing accounts as well as how to get back the ones we un-linked during troubleshooting. Is there a way to completely remove the setup? i would think this would be possible for cases where an employee (that has the bank credentials) may no longer be with the company etc... Furthermore, how do we troubleshoot one of the bank accounts not coming through to be linked to a D365 bank account. I know that we are using an extension and so this might be something that is outside of the scope of Microsoft, however any suggestions are appreciated! Thank you!
We were having problems with our bank connection when the bank changed its authentication process. I navigated to Setup & Extensions | Service Connections | Envestnet Yodlee Bank Feeds Service. In the popup dialog I unchecked Enabled, and then clicked on Bank Accounts. I then highlighted the problematic bank account and clicked Delete. Then I clicked Create New Linked Bank Account and created a link to the bank account again. It is now working correctly.
HI Jennifer,
Yes that button is available but it says there are no accounts to link. This happened after trying to unlink it and trying to re-link. We were trying this because it wasn't importing any statement data. It definitely was available originally to link, so i would have expected to see it again when we unlinked and tried to link again. thank you for your help!
Hey Kaydee,
If you go into the Bank Account List...do you see an 'Update Bank Account Linking' button, can you click that and relink the bank accounts?
Please let me know if this button isn't available when in the Bank Account List.
If it's not available, please let me know what Online Banking Buttons are available to you when you open the Bank Accounts.
Regards,
Jennifer Reinhardt
Please see our Dynamics 365 Financials Support Team Blog for helpful information:
blogs.msdn.microsoft.com/dyn365finsupport
Thanks Jennifer,
we did verify that when linking the bank account in their production environment, that it did indeed bring over all of the active accounts. In test at this point however, we have unlinked the bank feed from the bank account in D365. We removed the available accounts for linking as well. We then wanted to re-establish the overall link to the bank account (when you go to set up the bank feed initially), but it already says it is linked. We put in credentials, and everything looks fine, but those accounts are not available any longer to link. We were thinking that re-establishing the link (by putting in the bank website/password, etc...) that the accounts would appear again for us to link to the bank account in D365. At this time, it is only an issue in the test company - as we can't test importing transactions anymore.
Kaydee,
When in Dynamics 365 for Financials if you go to the Bank Account page and select a linked bank account can you not click the "unlink bank account" button to unlink accounts?
Which setup are you asking if you can completely remove? Once a bank account is unlinked those bank accounts should be available to link.
When you are asking "how do we troubleshoot one of the bank accounts not coming through to be linked to a D365 bank account" what are you seeing? After selecting the bank you should see available accounts, but are you getting errors or something?
We may need to collaborate with some other groups on this one, but I will do what I can.
Jennifer Reinhardt
Please see our Dynamics 365 Financials Support Team Blog for helpful information:
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