web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Account Recon Agent - Mitigation Suggestions

(4) ShareShare
ReportReport
Posted on by 2,459
Hope someone can assist with this...
 
 
Firstly, for some reason the "mitigation suggestions for account reconciliation" Agent does not appear in my library:
 
 
In my Account Reconciliation workspace, i see that it is enabled:
 
 
 
On the side panel in my "Mitigate Exceptions", it says "There are no recommendations identified at this time."
 
 
 
 
Should it not provide a suggestion?
 
 
 
Categories:
I have the same question (0)
  • Suggested answer
    Cyrille Nembot Profile Picture
    149 on at

    If the "Mitigation suggestions for
    account reconciliation" agent isn't appearing in your library after
    following Microsoft's setup steps, here are some troubleshooting actions
    to consider:

    1. Verify Installation & Deployment

    • Ensure you've successfully deployed the agent from the Finance and Operations apps (Dynamics 365 Finance) to the machine where the agent is installed.

    • Check if the agent appears in Power Automate under My flows or in the Dynamics 365 Finance environment.

    2. Check Agent Registration

    • Go to Power Automate (https://flow.microsoft.com/) → Data → Connectors → Agents.

    • Confirm that the agent is registered and connected to your Dynamics 365 Finance environment.

    3. Reinstall/Update the Agent

    • Sometimes, the agent might not deploy correctly. Try:

      • Uninstalling and reinstalling the agent.

      • Ensuring you have the latest version of the Account Reconciliation Agent installed.

    4. Permissions & Environment Access

    • Ensure the user setting up the agent has:

      • System Administrator or Financial Controller roles in Dynamics 365 Finance.

      • Proper Power Automate permissions.

    • Verify that the Dynamics 365 environment is correctly linked to the agent.

    5. Check for Hidden/Archived Agents

    • In Power Automate, check if the agent is hidden, archived, or disabled.

    • Try searching for it in the "All" tab instead of just "Active."

    6. Review Microsoft Documentation & Known Issues

    7. Contact Microsoft Support

    • If the issue persists, raise a support ticket with Microsoft, as it might be a backend issue.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    300,917 Super User 2025 Season 2 on at
    Hi,
     
    Can you tell us if you have system administrator rights or another role in Dynamics 365? Without having followed all setup steps but just enabling the next features, I have the Mitigation suggestions for account reconciliation visible as system administrator.
     
    Enabled features:
    • (Preview) Immersive Home
    • (Production ready preview) Agent management
    • (Production ready preview) Account reconciliation agent
    In case you have system administrator rights, double check if the last mentioned feature is available and enabled in your environment. Also check if you meet all other pre-requisites as listed in the documentation.
  • SU-22040800-0 Profile Picture
    2,459 on at
     
    Thanks for the reply.
     
     
    To answer your question, the features are enabled, and I am sysadmin:
     
     
     
     
     
  • SU-22040800-0 Profile Picture
    2,459 on at
     
    I will look into the docs again, and try do a reinstall :-) - thanks.
     
     
     
  • Suggested answer
    Sagar121 Profile Picture
    827 on at
    Hi You can also check out this.
  • SU-22040800-0 Profile Picture
    2,459 on at
    Thanks for the help everyone.. Unfortunately I still have not resolved the issue after uninstalling/reinstalling.
     
    I'm going to wait for the next update from 44 to 45/6... hoping that solves the issue, and the agent becomes available.

    https://github.com/MicrosoftDocs/Dynamics-365-Unified-Operations-Public/blob/main/articles/fin-ops-core/dev-itpro/get-started/public-preview-releases.md

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans