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Bank Linking issue

Anonymous
2022-08-24T12:58:03+00:00

We have been using Microsoft Dynamics BC for approximately 4 months now. We have continued issues with being able to link our bank accounts so we can import transactions. Some of the issues are due to the fact that the banks have changed the platforms/information needed to log into their websites, and Yodlee has not changed the information needed to log in, so we cannot link them. Are you able to help with this? ****I was able to get a bank to let us use another portal they have because Yodlee from the company has the correct login information needed. I was able to link the bank accounts successfully again, but the system is not pulling any data in. Are you able to help look into it?

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  1. Anonymous
    2022-08-24T13:41:41+00:00

    Dear DheemanDas

    Good day! Thank you for posting in Microsoft Community. We are happy to help you.

    Based on your description, it seems that you experienced the issue in Microsoft Dynamics BC. Regarding your query is related to Microsoft Dynamics. Please understand that this query is outside of our support boundaries. For you to be assisted properly, please reach out to Microsoft Dynamics  community by visiting this Dynamics 365 Business Central Forum - Support & Help.  I am sure that our experts from that team can address your query effectively and accurately. 

    Thank you for your cooperation and understanding. Please do not hesitate to post your queries in Microsoft Community and we will always do our best to assist you! 

    Your understanding and patience will be highly appreciated. Hope you have a good day and keep safe!

    Sincerely,

    Stacey | Microsoft Community Moderator

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