mBank

Compatible With:

• Dynamics CRM 2011 (Online / On Premise / Partner Hosted)

Add functionality to your Microsoft Dynamics CRM system with our easy to use mBank solution. mBank allows you to automatically validate any New Zealand bank account number, correctly format the number and auto-fill bank and branch details. You will create efficiency while maintaining accurate, quality data.

Save Time

You can save time with reduced data entry requirements. Our mBank solution allows you to enter a bank account number into any form and this tool will automatically fill the Bank and Branch details as well as ensuring the number is correctly formatted. Validation of the account number will also allow you to avoid time consuming errors.

Maintain Accuracy

Laborious manual calculation and input leaves room for error to creep in which in turn can negatively affect your organisation in many ways. This reliable tool will greatly reduce the risk and likelihood of error and you will add value to your organisation by maintaining and delivering accurate information through validation of bank account details.

Consistent Formatting

With several individuals from one organisation, working in one system it is common for inconsistency to creep in. Different people have varying habits of data entry which results in variation of information within your Dynamics CRM system. Our mBank solution eliminates some of this by automatically updating the bank account number into a consistent format.

How it works:

1. Enter a bank account number into the field.
2. Click out of the field.
3. The bank account number is automatically update to be consistent with ‘00-000-0000000-00’.
4. Bank Name and Branch are automatically filled in in the fields below.

No matter how you type in the bank account number it will always be automatically formatting correctly. For example you can type the account number with spaces ‘00 0000 0000000 00’ or without ‘000000000000000’ and this will be automatically updated to the correct format with dashes (-) e.g.  ‘00-000-0000000-00’.

Even if the suffix is left out, ‘00’ will automatically be added to the end of the Account Number.

If your Account Number entry is invalid, once you click out of the field this tool will create a pop up message that let you know that it is invalid. This ensures you only have valid data in your system.

Specs:

• Version: 1.0.0
• Release Date: March 21, 2011
• End Support Date: *October 31, 2012

Requirements:

• Microsoft Dynamics CRM 2011
• .NET 3.5 SP1
• Administrator Access

* Expected to be supported at least through to this date.