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Instantly validate bank account details by entering the information into Dynamics for verification

Place this control on any record form where it is required, enter details of a UK bank account and the system will verify the data, as well as return further information. 

Reliable industry-leading technology

This solution utilises Loqate (previously known as Postcode Anywhere) functionality to ensure bank account data is accurate at the point-of-entry.

Receive useful information

Once bank account details are verified the system will provide further information, in the form of populated fields, such as bank name, address, contact details and whether the bank account supports direct debit payments.

Lookup capacity included

A separate Loqate subscription is not required, and the solution will come with a set number of Loqate lookups each month.

Reduce failed payments

Save money by avoiding the re-processing of payments due to incorrect information.

Key usage

  • On Opportunity records for new sales of products or services
  • On Account records for taking regular or one-off donations/ sponsorship payments 
  • On custom Subscription entity records for monthly payments on subscription-based products/ services

How to Deploy

Download the Bank Account Validator and get access to our entire growing collection of pre-built products by subscribing to Solutions 365 from Preact. Browse and deploy more connectors, field controls, automated processes and other usability tools that provide additional functionality and enhanced user experiences.

OR

You can access our full range of packaged solutions, as well as even more resources through Preact's managed service, Elevate 365. This all-inclusive subscription connects you to support, technical expertise, product insight, user training and online learning content, so you can grow Dynamics faster and make continuous improvements.


Find out more: www.preact.co.uk/solutions-hub/loqate-bank-validation

Краткий обзор
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