Banking Integration w/Dynamics 365 Finance | Alireza Eshaghzadeh | Dynamics 365 ERP Community Call

In his session from the #Dynamics365 #ERP Community Call, Microsoft MVP Alireza Eshaghzadeh takes a deep dive into banking integration within Dynamics 365 #Finance and how organizations can streamline cash management, reconciliation, and payment processing.

The discussion walks through how Dynamics 365 Finance supports modern banking operations — from bank account setup and transaction imports to automated reconciliation and payment workflows. Alirezah highlights how built-in tools help finance teams reduce manual effort, improve accuracy, and gain clearer visibility into cash positions. His session also explores how banking functionality connects with broader financial processes, ensuring that treasury operations are aligned with reporting, compliance, and operational efficiency.
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What you’ll learn in this session

How banking is structured within Dynamics 365 Finance
Best practices for configuring bank accounts and transaction processing
How automated bank reconciliation reduces manual effort and errors
Ways to streamline payment processing and improve control
How banking functionality connects with cash management and financial reporting
Practical tips for improving visibility into organizational cash positions
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Chapters

00:00 – Welcome & Session Overview
01:25 – Banking in Dynamics 365 Finance: Core concepts and structure
03:40 – Bank Account Setup and Configuration
06:10 – Importing Bank Statements and Transaction Processing
08:55 – Automated Bank Reconciliation: Matching and exception handling
12:20 – Payment Processing and Outbound Transactions
15:05 – Cash Management Insights and Reporting
18:10 – Controls, Compliance, and Best Practices
20:45 – Key Takeaways and Implementation Guidance
22:30 – Closing Remarks & Community Resources

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