Insights
Dynamics 365 guidance from the field
Practical advice on implementing, upgrading and extending Microsoft Dynamics 365 Finance & Operations.

Building a Practical AI Strategy Around Dynamics 365 F&O
How finance and operations teams can build a practical AI strategy around Dynamics 365 Finance & Operations: use cases, data readiness, governance and pilots.

AI Agents for ERP: What Copilot Studio Can Do With D365 Data
What AI agents built with Microsoft Copilot Studio can realistically do with Dynamics 365 Finance & Operations data, plus design tips and guardrails.

Dynamics AX 2012 to Dynamics 365 Upgrade: A Practical Guide
Plan your AX 2012 to Dynamics 365 Finance & Operations upgrade: upgrade vs. re-implementation, code and data steps, timelines and pitfalls.

Chain of Command in D365 F&O: Extending Without Overlayering
Chain of Command (CoC) in Dynamics 365 Finance & Operations X++: syntax, rules, best practices and when to use event handlers instead.

Dynamics 365 Finance & Operations Implementation Checklist
A phase-by-phase checklist for a successful Dynamics 365 Finance & Operations implementation, from discovery and fit-gap to data migration, testing and go-live.

Power BI for Dynamics 365 F&O: Choosing the Right Data Path
Compare Synapse Link, Microsoft Fabric, BYOD and embedded analytics for Power BI reporting on Dynamics 365 Finance & Operations data.
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