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record-to-report

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End-to-end D365 R2R implementation.

Finance & Accounting#planning#validation#d365#evidence-logging#record-to-report#finance-implementation
AuthorScottMGaines
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill enables end-to-end planning and execution of a Dynamics 365 Finance Record-to-Report implementation, ensuring a structured, auditable path from requirements to go-live.

Core Features & Use Cases

  • Sequenced implementation plan generation from company requirements
  • In-context configuration guidance and validation steps aligned to Step 1–Step 18
  • Evidence logging to Output/Record_To_Report_Implementation_log.md and readiness docs for UAT

Quick Start

Read Processes/Implement_Record_To_Report.template.md and follow Steps 1 through 18 to configure and validate the R2R setup in D365.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

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Please help me install this Skill:
Name: record-to-report
Download link: https://github.com/ScottMGaines/D365-Configuration-Agent/archive/main.zip#record-to-report

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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