Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We have started using 'match automatically' on our bank reconciliation, but it matches some very irrelevant amounts simply because the dates match and that is the last criteria checked in the priority order. Is there a way to change the matching criteria? I think we need to stop it from being able to match on date only.
Thank you for any help.
you're right - the automatic bank matching is not very 'clever'. However it can't be changed without the development as it is all hard-coded into the system, and looking to match descriptions, external document numbers, amounts and dates. I would not recommend using the automatic matching unless the amounts received into the bank are very different and there aren't many of them. So if you don't want to develop the bespoke matching routine, you'll have to switch back to manual matching.
Business Applications communities