Job page · Cash and bank management
Advanced bank reconciliation data upgrade
Microsoft does not describe this page yet.
- Used by
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- Business process
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- Menu item
BankModernReconciliationUpgradeWizard- Main table
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- Data entity
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- Setup steps
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Show what matters for
Everyone
1What it is and why
| What it is | — |
|---|---|
| What you do here | — |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Setup › Advanced bank reconciliation setup › Advanced bank reconciliation data upgrade |
| Set up first | — |
| Used next by | — |
| Related pages | — |
End user · Functional consultant
3How to do it
Microsoft's steps
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Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | BankModernReconciliationUpgradeWizard Checked in Dynamics 365 |
|---|---|
| Form | BankModernReconciliationUpgradeWizard Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BankModernReconciliationUpgradeWizard |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.