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Account Recon Agent - Mitigation Suggestions

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Hope someone can assist with this...

I have carried out all the setup steps here: https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/configure-acct-recon-agent

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?

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Dynamics 365 Finance

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Cyrille Nembot 151 on at

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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

Check the Microsoft Docs page for any updates or known issues:
Configure the account reconciliation agent

Look for service advisories in the Microsoft 365 Admin Center that might affect agent deployment.

7. Contact Microsoft Support

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

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André Arnaud de Cal... 305,182 Super User 2026 Season 1 on at

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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.

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SU-22040800-0 2,487 on at

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@André Arnaud de Calavon

Thanks for the reply.

To answer your question, the features are enabled, and I am sysadmin:

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SU-22040800-0 2,487 on at

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Cyrille Nembot

I will look into the docs again, and try do a reinstall :-) - thanks.

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Sagar121 1,187 Super User 2026 Season 1 on at

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Hi You can also check out this.

https://youtu.be/4y60YcJ4soA

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SU-22040800-0 2,487 on at

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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

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