NATI SALAS 🌱 D3FO

If you need an assistant that helps automate your account reconciliations and keeps everything aligned between subledger and ledger, you’re in the right place. Here’s a step-by-step guide to get the agent installed and ready to go. Let’s dive in! 🤓

🌱 PREREQUISITES 

Before starting with the implementation of the Account Reconciliation Agent, we must check the requirements:

🌿 D3FO:

• version 10.0.44 or later

Enable the features:

System administration >> Workspace >> Feature management

• (Production Ready Preview) Immersive Home
• (Production ready preview) Agent management
• (Production ready preview) Account reconciliation agent  

🌿 PPAC:

• Copilot for finance and operations apps, version 1.0.3048.2 or later 
• Copilot in Microsoft Dynamics 365 Finance, version 1.0.3049.1 or later

🌱 SECURITY ROLES

Before we continue, we should review the security roles required for the users:

🌿D3FO:

• Account reconciliation agent 
• System user 

🌿 DATAVERSE:

• Finance and Operations basic user 
• Account reconciliation agent role 
• Environment maker 

Now we can start with the installation:

🌱 POWER APPS: CONNECTIONS

The agent uses connectors to Dataverse and Microsoft Copilot Studio, so we must create both in make.powerapps.com:

First, we should always make sure we are in the correct environment. And then create the connections by clicking on ‘New connection‘.

🌱 POWER APPS: ACTIVATE FLOWS

At this step, we can execute the PowerShell script described in the doc of Microsoft:

📎 https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/configure-acct-recon-agent

or we can follow my way, the ‘freak control’ version 😅

In the Flows form, we need to activate all the flows that start with ‘Account reconciliation -‘ :

🌿 14 flows related to Copilot Studio
🌿 2 flows related to Dataverse

⚠️ Troubleshooting: Depending on the version, at this step we might be facing some errors:

The first one appears in the Account reconciliation amounts and the Get voucher summary record flow (both are linked).

The error message says «The variable is going to be set to an incorrect type. Assigned: File, expected: String»; so, for now, the workaround is to create a string field and add the logic there. first(outputs(‘List_rows’)?[‘body/value’])

Another error can appear when enabling the agents. In this case, we should check the connection references. If any of them show this red indicator, we need to review the connection (it should display a green checkmark).

🌱 COPILOT STUDIO: PUBLISH AGENTS

We need to activate the agents:

🌿Account reconciliation agent

🌿Account reconciliation amounts

So click on ‘Publish’ and wait for the magic…

Want to see how it works? I’ve joined Ramit Paul in his serie of webinars to talk about the two agents available in finance, here’s the recording! ✨

Hugs!! 🥰