Account Reconciliation Agent for D365 Finance - Where to find information how to setup

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Posted on by KK-29041429-0

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Hello!

I have seen videos about Account Reconciliation Agent so I am now trying to find out what the prerequisites are to
set it up and to start to use it for testing/learning purposes:

Where can I find detailed setup if there are any specifick Copilot licenses needed for this?
Where can I find the hands on detailed instructions how to use the agent once activated?

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Dynamics 365 Finance

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Faheem Usmani 15 on at

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Hi,

The Financial Reconciliation Agent for Dynamics 365 Finance has been announced and is planned to be publicly available in March 2025. It is not yet released, hence, no setups related documentation is available yet.

You can follow the below link:

https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/finance-supply-chain/dynamics365-finance/reconcile-subledger-general-ledger-reconciliation-agent

P.s. Please mark the answer if it serves the purpose, thanks!

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