Connect Your Bank Accounts to Dynamics 365

Posted by Liz Harris on June 14, 2017

Wouldn’t it be easier if you could link your business or credit card account directly to your ERP system? With Microsoft Dynamics 365, you can. Dynamics 365 utilizes a  service to quickly and easily bring in bank transactions and apply payments.

This video will show you how Dynamics 365 uses the Envestnet Yodlee Bank Feed service to connect with your bank accounts to simplify posting transactions and applying payments.

This allows you to import bank transactions, and apply payments to a vendor document, apply deposits to customer invoices, book transactions to a GL account, plus many other important features.