record-to-report

Name: record-to-report
Availability: InStock
Author: mattiasnilssonfellowmind

Generate a sequenced D365 Finance R2R implementation plan with validation and evidence logging.

Updated Apr 8, 2026

Search Tags:#budgeting #financial-close #security-controls #general-ledger #r2r #finance-implementation #d365-finance

Ready to run

npx skills add https://github.com/mattiasnilssonfellowmind/D365-Configuration-ScottGaines --skill record-to-report-mattiasnilssonfellowmind

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: record-to-report
Source: https://github.com/mattiasnilssonfellowmind/D365-Configuration-ScottGaines/tree/main/.github/Skills/record-to-report
Command: npx skills add https://github.com/mattiasnilssonfellowmind/D365-Configuration-ScottGaines --skill record-to-report-mattiasnilssonfellowmind

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates end-to-end Dynamics 365 Finance Record-to-Report implementation, converting company requirements into a structured, auditable R2R setup and governance plan.

Core Features & Use Cases

Stepwise, First-To-Last implementation order from scope to close to ensure dependencies are met.
Evidence logging and governance gates to ensure readiness and traceability.
Centralized plan generation and integration with the Implement_Record_To_Report.template.md to drive configuration.

Quick Start

Review the company-specific template to begin the R2R readiness assessment and align scope for your Dynamics 365 environment.

Frequently Asked Questions about record-to-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I structure a D365 Finance record-to-report implementation plan?▼

A D365 Finance record-to-report implementation plan is structured by capturing company-specific requirements and applying them across ledger setup, fiscal calendars, accounts, budgets, close, and reporting in a sequenced First-To-Last order to produce a ready-to-execute plan with governance gates.

What is the R2R implementation sequence in D365 Finance?▼

The R2R implementation sequence in D365 Finance follows a strict First-To-Last order from scope to close, enforcing dependencies across ledger setup, fiscal calendars, accounts, budgets, close, and reporting through structured validation and evidence logging.

How do I enforce governance gates during a financial close setup in D365?▼

Governance gates during a financial close setup in D365 are enforced by applying structured validation and evidence logging throughout the implementation sequence, ensuring required inputs are met and traceability is maintained across the R2R configuration.

Does D365 Finance R2R implementation require evidence logging for general ledger setup?▼

Yes, D365 Finance R2R implementation requires evidence logging for general ledger setup. The process automatically produces an implementation log alongside the configuration plan to ensure traceability and validate that governance gates are passed.

Can I use this approach for budgeting and financial close configuration in D365 Finance?▼

Yes, this approach applies to budgeting and financial close configuration in D365 Finance. It automatically captures company-specific requirements and integrates them into a centralized plan covering the entire scope from ledger setup to reporting.

What do I need to start an R2R readiness assessment in D365 Finance?▼

To start an R2R readiness assessment in D365 Finance, you need to review the company-specific template to align scope and capture required inputs before generating the sequenced implementation plan and applying governance gates.