Matt Beard is the Development Team Leader at Data8 and heads up the team that implements all the latest cutting edge technology.
We are very pleased to announce the release of our Bank Account Validation solution for Microsoft Dynamics 365 and PowerApps, combining our existing web service for validating sort codes, account numbers, IBAN and BIC codes with our Microsoft Dynamics expertise in a simple to configure and use package.
If you capture payment details through your CRM system this solution can help you ensure they are captured accurately first time, as well as auto-filling information such as bank name and address. The solution integrates naturally into your existing forms so there is no learning curve for users.
You can install a free trial of the solution today from Microsoft AppSource. It is also available for on-premise Dynamics CRM users - just contact us and we can supply the solution file to you directly.
Once installed you'll need to enter an API key which you can generate from your Data8 dashboard. You'll also need some credits for the Bank Account Validation service - if you don't already have any, please contact us for a trial.
As always we are very keen to get feedback on the solution and extend it as necessary to meet your needs, so please let us know if there are any areas where we could help out!