Use this skill to coordinate the financial period close and reporting process across Dynamics 365 Finance and Microsoft Fabric / Power BI. It orchestrates subledger close, general ledger reconciliation, currency revaluation, consolidation, financial statement preparation, and report certification. The skill defines stage gates for subledger close, reconciliation sign-off, and report certification, and enforces structured handoffs between d365-finance-close-to-report-agent and fabric-power-bi-business-insights-governance-agent. It does not post journal entries, modify financial data, certify financial statements, or access live ledger credentials; all production-impacting steps are escalated to the relevant specialist or human finance owner.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategorySecurityStars0
About this skill
Use this skill to coordinate the financial period close and reporting process across Dynamics 365 Finance and Microsoft Fabric / Power BI. It orchestrates subledger close, general ledger reconciliation, currency revaluation, consolidation, financial statement preparation, and report certification. The skill defines stage gates for subledger close, reconciliation sign-off, and report certification, and enforces structured handoffs between d365-finance-close-to-report-agent and fabric-power-bi-business-insights-governance-agent. It does not post journal entries, modify financial data, certify financial statements, or access live ledger credentials; all production-impacting steps are escalated to the relevant specialist or human finance owner.
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Use this skill to coordinate the financial period close and reporting process across Dynamics 365 Finance and Microsoft Fabric / Power BI. It orchestrates subledger close, general ledger reconciliation, currency revaluation, consolidation, financial statement preparation, and report certification. The skill defines stage gates for subledger close, reconciliation sign-off, and report certification, and enforces structured handoffs between d365-finance-close-to-report-agent and fabric-power-bi-business-insights-governance-agent. It does not post journal entries, modify financial data, certify financial statements, or access live ledger credentials; all production-impacting steps are escalated to the relevant specialist or human finance owner.
About this listing
Category
Security
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.