Guides, write-ups and material from the Dynamics 365 community.
In my first article in this series I walked through the four roads out of D365 Finance and Operations for BI: OData, the entity store, BYOD, and the Synapse and Fabric links. I pro…
In the pricing article I left the transfer price sitting on the intercompany sales order line and the matching cost on the purchase order line. That is where most projects stop pay…
I have spent most of my career on the other side of the ERP: not configuring Dynamics 365, but getting numbers out of it that finance, operations and leadership can trust. This art…
The planning article ended with planned purchase orders firmed into an intercompany chain. From that moment a number appears on the intercompany sales order and on the intercompany…
The first two articles in this intercompany series dealt with documents: the trading relationship and its policies , and then the order chain that those policies produce once a pur…
I've been quietly enjoying the fact that the ERP MCP server has form tools, not just data tools. Data tools are the obvious half: read, create, update, delete. Fine. But form tools…
In the trade setup article I stopped at the moment the trading relationship exists and the policies are saved. Nothing has been ordered yet. Today I want to follow one order all th…
In my last article I walked through engineering changes and how to get a revision into BOMs and production orders cleanly. I ended on a promise: the costing side. Because every BOM…
With the asset management thread wrapped up in the asset analytics article , I am starting a new series on a subject that touches almost every multi-entity D365 implementation and…
Every maintenance article I have written in this series ends at the same point: the work order is ended and the cost posts. In the work orders article I made the case that ending o…
What actually happened The 2026 pattern for this is the "AI tool" (Microsoft's word for it — you'll also hear "AI plugin"). You write a normal X++ class, deploy it, and decorate it…
Every company wants real time visibility into their supply chain. Fewer companies actually trust that visibility enough to act on it. I've noticed this pattern again and again arou…