Category: CRM



The Account Reconciliation Agent in Dynamics 365 Finance automates the matching and clearing of transactions between subledgers and the general ledger, helping finance teams provide better visibility into cash flow and streamline the financial close process. Learn more: https://msft.it/6054mh4rC #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=e_5hguWGqRk



The Financial Reconciliation Agent in Microsoft 365 Copilot for Finance simplifies and automates the reconciliation process directly within Excel, helping finance teams reduce time spent on aggregating, preparing, and analyzing data from across ERP / financial systems. With both natural language voice and text prompting, users have full control over the automated steps taken, with the ability to customize, edit, and save templates for future use. Learn more: https://msft.it/6056mhidj #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=0G2HO5dSVoM



This episode is sponsored by NMB Solutions. For businesses involved in exporting from the US, AES has become a key program that spans multiple government entities and enforces key regulations. Our guest, Michelle Frenier, a strategic consultant for NMB Solutions in the aera of global trade, introduces us to the role of AES in global trade, with a focus on the key role that technology like Dynamics 365 plays in managing the rules and staying compliant. We discuss: Common mistakes when filing export data in AES Consequences of incomplete filings How to prepare for potential audits Country-specific requirements for AES filing information Technology within Dynamics 365 Finance and Supply Chain Management that can address AES, and where it falls short NMB's solution to supporting AES filings in D365, including their partnership with AEB More from NMB: Get the AES Buyers Guide from NMB Contact NMB Solutions to learn more https://www.youtube.com/watch?v=bGxQVNHfCAA