Connect to Bank

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Posted on by TonyL507

Hello,

My company is implementing D365 for F&O - what are our options for integrating our bank account feeds into the system? Other ERPs we have used seem to have native connections (search for bank name, utilize bank credentials, etc.) but I cannot locate the section/menu in D365.

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Data Integration

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André Arnaud de Cal... 303,383 Super User 2026 Season 1 on at

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Hi Tony,

It will help if you specify for which country you are looking an integration; also the file format. Are you looking for payment file creation or importing bank statements?

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TonyL507 on at

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It is the U.S. - not sure on file format. Nearly all other ERP systems I have used simply allow you to type in your bank's name, then your credentials, and it links. (see quickbooks online, Sage One, or the Dynamics that used to be GP?)

This is an example of how I would have thought it would work in a modern ERP system:

stoneridgesoftware.com/linking-your-bank-account-to-dynamics-365-for-financials

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André Arnaud de Cal... 303,383 Super User 2026 Season 1 on at

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Hi Tony,

That is a clear example! I'm not familiar with the available US features in the product as I'm living in Europe. You can ask your implementation partner. If it isn't supported, you can actually create an idea on the Dynamics experience website: experience.dynamics.com/ideas

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Ludwig Reinhard Microsoft Employee on at

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Hi tony,

There are a couple of ISV solutions available that allow a direct integration f your bank accounts into dynamics. You can find and test those solutions on the MS appsource website. In addition, have a look at the ISV catalog that can be found on the dynamics world website.

Before deciding whether and which 3rd party solution to use, give the standard advanced bank reconciliation feature a chance because it was mainly developed for customers operating in the US.

Best regards

Ludwig

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Said BARKAM 222 User Group Leader on at

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HI André,

Have we a bank connector in europe ?

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André Arnaud de Cal... 303,383 Super User 2026 Season 1 on at

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Hi Said,

Can you elaborate on your question? I'm not able to understand what you are asking here.

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