Direct Banking is an innovative solution that streamlines financial workflows for businesses using Microsoft Dynamics 365 Business Central. With Direct Banking, financial administrators and controllers can eliminate manual bank reconciliations and simplify payment processes. Direct Banking integrates seamlessly with Business Central, enabling users to import bank accounts, statements, and transactions directly from Ponto or Cobase Bank Connector with just a few clicks.
In this training video, we'll show you in detail how to set up and use Direct Banking for Microsoft Dynamics 365 Business Central. This video can be helpful for new Direct Banking users or partners of idyn to set up their accounts.
The best way to learn about Direct Banking is by seeing some live action. Below is the recording of the latest webinar/demo we have done on Direct Banking.
If you would like to have a personal demo so you are able to discuss your specific case or requirements, please contact us by following this link. Or use the chat on the bottom right of this page.
This Direct Banking webinar is in collaboration with Isabel Group and is in Dutch. It includes a guest lecture about PSD2 and Open Banking.
With the release of Direct Banking BE idyn has organized a webinar, especially for the Belgian market. Together with Isabel Group, we talk about the opportunities for PSD2 & Open Banking, we show Direct Banking and discuss the compatibility when using Isabel 6 and Direct Banking. This webinar is in English.
For our Dutch localization, we have created a six-step demo series, with mini-tutorials ranging from setup to automating including the job queue.
The full playlist can be found here.
Enjoy below: