Bank Account Validation for Dynamics 365
Instantly check bank account details are entered correctly in Dynamics 365 and Power Apps 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.
Demonstrating Bank Account Validation
Video Transcriptopen transcript close transcript
Preact’s Bank Validation Solution is really useful if we’re having to validate bank details for taking payments, donatio…
Preact’s Bank Validation Solution is really useful if we’re having to validate bank details for taking payments, donations, sponsorships or even regular payments for orders.
It’s using the Loqate services solution again, formerly known as PostcodeAnywhere, like the Address Capture solution we also have.
It can work anywhere on any form, against any entity, that you need to add the information in.
All you need to do is put in a Sort Code and Account Number, and then click validate.
As soon as you do that, it will go away, grab the data and validate the Sort Code and Account Number.
The information that comes back will confirm the Account Number, Sort Code, whether it is valid, the IBAN number, the bank that the details is registered to, the branch and the parent head office address contact information you might need.
The information comes in as field level data, which means that is possible to search by field I.e. search for valid status as “No”.
That is it. Sort code, Account Number, Validate, and then all the details are filled in for you, into Dynamics.
How Bank Account Validation 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
How to Deploy Bank Account Validation
Bank Account Validation Pricing
The Loqate Bank Validation control for Dynamics 365 is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
A Loqate subscription is not required. Our Elevate 365 managed service and Solutions 365 subscriptions each include monthly capacities for Loqate lookups.
Further solutions which can be deployed using either of these subscriptions include:
Bank Account Validation
HTML Table Designer
Drag & Drop Sub Grids
Editable Quick Forms
Price List Manager
Current Date Setter
Parent Visual Lookup
Contact us to learn more and deploy the Loqate Bank Validation connector.