Bank Integration in D365FO: From Setup to Automation

Location

Online event

Meeting link

https://teams.microsoft.com/meet/4319524939029?p=Z6l7LeV1JO6XnQvs1q

Speakers

Topics

Bank Integration in D365FO: From Setup to Automation

Details

A structured journey through bank integration — covering the full lifecycle from foundational concepts and a practical deep dive into how organizations can leverage standard Microsoft Dynamics 365 Finance & Operations capabilities, Globalization framework, to build scalable and maintainable banking integrations.

Introduction
•   Why bank integration matters in modern ERP
•   Common implementation challenges
•   Standardization vs customization

Understanding Banking Fundamentals
•   Payment lifecycle overview
•   Payment formats and standards
•   Bank communication models

D365FO Bank Integration Framework
•   Bank setup
•   Globalization framework
•   Import/export architecture

End-to-End Payment Flow
•   Payment proposal
•   Payment file generation & Export file
•   Import Payment status, settlement, and statement file

Advanced Integration Scenarios
•   Multi-country banking
•   File automation
•   Integration with external systems

Live Demonstrations
Best Practices
•   Apply standard functionality
•   Avoid over-customization
•   Governance and security

Community site session details

Bank Integration in D365FO: From Setup to Automation

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