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Transforming Financial Close in D365 FO: Reconciliation Workspace + Intelligent Agent with Brian King at Microsoft
Microsoft Dynamics 365 Finance (D365 FO) continues to elevate the financial close with its modern Reconciliation Workspace and the AI‑powered Account Reconciliation Agent. The workspace provides a proactive hub for identifying and managing reconciliation exceptions—moving teams away from reactive, report‑driven processes and toward a continuous close model. The Reconciliation Agent takes this a step further by automatically evaluating exceptions, suggesting recommended action
Dec 18, 20251 min read


Financial Period Close Workspace: Why can everyone see the tasks but me?
Thought of the Day: "In times of stress, the best thing we can do for each other is to listen with our ears and our hearts and to be assured that our questions are just as important as our answers.” - Fred Rogers (aka Mister Rogers) Tip of the Day: If you’re in the Financial Period Close Workspace in Microsoft Dynamics D365 Finance and Supply Chain and everyone can see the tasks but you, don’t despair! Here’s what to do instead. Understanding the Financial Period Close Work
Nov 19, 20252 min read
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