This article provides a practical framework for discussion. The right answer depends on the specific Dynamics 365 configuration, requirements and constraints of your organisation.
Recurring journals
Identify journals posted every period and whether they should be automated, allocated or system-generated.
Subledger reconciliation
Review AP, AR, fixed assets, projects, bank and other control-account reconciliation.
Close dependencies
Make period-close tasks, ownership and sequencing explicit.
Reporting manipulation
Identify reports exported to Excel and manually reshaped before Finance can use them.
Accruals and allocations
Review recurring accrual, deferral and allocation processes for automation opportunities.
Dimensions and posting design
Check whether financial dimensions and posting profiles still reflect the current organisation.
Close evidence
Ensure reconciliations and key controls create evidence rather than relying on individual knowledge.
Use a focused review to separate root causes from symptoms and define the right next action.