AI and agents in Microsoft Dynamics 365

2 entries

• NewsEvidence: Announcement

  Dynamics 365 Finance: the account reconciliation agent suggests how to resolve exceptions

  The account reconciliation agent in Dynamics 365 Finance compares subledgers with the general ledger, detects differences and proposes what to do with each one, with a rationale. Microsoft has kept it in preview since April 2025 and its 2026 release plan expects general availability in September 2026; we could not confirm that it has already happened.

  • Microsoft Dynamics 365
  • Accounting
  • Treasury

  April 2026

• Use caseEvidence: Real case

  U.S. AutoForce saves more than 30 hours a month on reconciliations with Copilot for Finance

  UAU.S. AutoForce (U.S. Venture)Company

  U.S. AutoForce, a division of U.S. Venture that uses Dynamics 365, automated its recurring credit card and bank statement reconciliations with Microsoft Copilot for Finance. According to Microsoft, it took four weeks to roll out and its accounting team saves more than 30 hours a month.

  • Dynamics 365 Finance
  • Microsoft 365 Copilot (finance agent in Excel)
  • Microsoft Dynamics 365
  • Accounting
  • Treasury

  January 28, 2025