Tag: reconcilation-agent

  • Streamline Account Reconciliation with D365

    Streamline Account Reconciliation with D365

    This guide outlines the setup and use of account reconciliation agents in Dynamics 365 Finance and Operations. The process begins by reconciling subledgers with general ledger balances through automated issue detection and solution recommendations. Key prerequisites include linking to Dataverse and activating necessary features. The account reconciliation workspace allows users to manage exceptions and view…