Loqate Bank Account Validation for Dynamics 365
Instantly check bank account details are entered correctly in Dynamics 365 to avoid mistakes and payment errors.
Enter any UK sort code and bank account number to check they are valid.
Completes Bank Details
Returns the bank name, branch title, address, phone number and IBAN.
Save time and reduce costs by validating bank details at the point of entry.
Video Transcriptclose transcript
Preact’s Bank Validation Solution is really useful if we’re having to validate bank details for taking payments, donatio…
How it Works
Preact's Bank Validation control can be added to any Dynamics 365 record form, for any entity, to help combat failed payments and time-consuming admin tasks.
Simply enter a sort code and an 8-digit account number for any UK bank account and click the "validate" button. Loqate's industry-leading technology then provides real-time checks to ensure reliable data at the point-of-entry. From branch names and IBAN, to confirming each bank account supports direct debit payments, this solution returns all the necessary details to deal with successful payments.
- Save money - avoids bank charges caused by re-processing failed payments
- Improves service - eliminates failed direct debit payments to avoid delays and disruptions in your service delivery
- Searchable fields - bank details populate dedicated fields so data can be applied to searches and filters
- Regular updates - seamless Loqate data updates means that new accounts and sort codes will be recognised
The Loqate Bank Validation control for Dynamics 365 is free for Preact Managed Service clients.
A Loqate subscription is not required. Regular and premium managed service agreements from Preact each include separate capacities for Loqate lookups each month.
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