Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Self-service - My bank information

(1) ShareShare
ReportReport
Posted on by 126

Hello, community,

in the FO environment, there is an option for My payment methods, where You can select the preferred payment method. In this section, I want to show the user's bank account without the options. How could I achieve this?

The main idea is to show the user what bank account is set up for him.

pastedimage1668608573562v1.png

pastedimage1668608602272v2.png

  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at
    RE: Self-service - My bank information

    Hi Mantas,

    The bank account setup is in worker screen where you can see in the menu option. You can try to personalize and add field from Bank account table here.

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

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 565

#2
Martin Dráb Profile Picture

Martin Dráb 536 Most Valuable Professional

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 402 Super User 2025 Season 1

Product updates

Dynamics 365 release plans