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Finance insights menu no longer available

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Posted on by MK-05021057-0

Hello!

For two weeks now, the “Finance Insights” menu under “Cash and Bank Management > Setup > Finance Insights” has been unavailable.
Do you know why?
We uninstalled and reinstalled the Finance Insights add-in in LCS, after which the menu became available again.

Does anyone know the reason or can understand the problem or has another solution?

Thank you!

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Dynamics 365 Finance

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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Hi @MK-05021057-0

I am not sure what Microsoft has done there. I can see the Menu Item still available on the backend. It is not set to Visible false. also in my system corresponding Cashflow configuration keys are on, which comes under General Ledger Advance.

If you have checked all those points, could you try to run the form directly using URL please?

https://ABC.operations.dynamics.com/?cmp=USMF&mi=CashflowFinanceInsightsConfiguration

Replace ABC in the URL with your own system instance name.

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Ramesh Kumar 7,547 Super User 2026 Season 1 on at

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Sometimes the menu disappears because the Finance Insights add-in loses registration (often after updates). Reinstalling in LCS forces re-provisioning, which is why it works again.

Thanks

Ramesh

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Anthony Blake 3,162 Super User 2026 Season 1 on at

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Hi @MK-05021057-0

This is really interesting thanks for sharing, because I have had an identical issue on multiple environments, and I thought that it could be due to environment refreshes, including copying dataverse environments.

I solved by reinstalling the Add-in in LCS, the same way you did.

Anthony

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Cyrille Nembot 149 on at

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ased on your description, the most
likely reason for the "Finance Insights" menu becoming unavailable is
that the associated service or its configuration within your D365
environment became corrupted or de-synchronized. Finance Insights is an
add-in that integrates with the core Finance and Operations application,
and its functionality is dependent on a continuous and correct data
exchange between the service (hosted in your Azure subscription via LCS)
and your D365 client. This underlying connection can occasionally be
disrupted by service updates, deployment of overlapping hotfixes, or
data package imports that inadvertently affect configuration keys or
menu items, causing the menu to disappear from the interface.

Your
solution of uninstalling and reinstalling the add-in in LCS is actually
the standard and recommended corrective action for this specific issue.
The reinstallation process forces a complete refresh of the integration
endpoints, re-applies the necessary configuration keys, and
re-synchronizes the service connection, which restores the menu and its
functionality. An alternative, less intrusive step to try before a full
reinstall is to verify and re-enable the configuration key for Finance
Insights (typically found in System administration > Setup > License configuration) and clear the client-side cache using the Options > Usage Data
reset tool, as a cached outdated configuration can sometimes hide menu
items. However, since the reinstall procedure was already successful, it
confirms the problem was rooted in the service integration, and that
remains the definitive solution for this type of outage.

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