Guides and insights for Dynamics 365 Finance & Operations, Sales, Customer Service, and Copilot.
15 articles
A practical guide to data migration using the Data Management Framework in D365 Finance & Operations — covering entity selection, staging tables, transformation patterns, error handling, and performance tuning from real enterprise migrations.
How to diagnose and fix slow X++ queries in D365 Finance & Operations using Trace Parser, execution plans, proper index design, join selection, and set-based operations — with real before/after examples.
How to use virtual entities in D365 Finance & Operations to surface external data from APIs and databases without importing, syncing, or paying the ETL tax — with a real-world supplier data example.
A hands-on tutorial for creating custom Copilot plugins in Dynamics 365 Sales — from defining a custom API to registering a plugin that Copilot can invoke, with real examples and permission gotchas.
A field-tested guide to dual-write configuration between D365 Finance & Operations and Dataverse — covering initial sync failures, conflict resolution, performance tuning, and when to use alternatives like virtual entities or data export service.
How to build, activate, and consume Business Events and Data Events in Dynamics 365 Finance & Operations with X++ code samples and integration patterns.
How to use Chain of Responsibility (CoR) to extend standard X++ classes in D365 Finance & Operations — with code samples for wrapping methods, accessing protected members, and avoiding common pitfalls.
How Dataverse security roles actually work, common mistakes that leave data exposed, and the layered model you should be using in 2026.
Build a full round-trip integration between Power Automate and D365 Finance & Operations — trigger on business events, transform data, and write back via OData.
How to build batch jobs using the SysOperation framework in D365 Finance & Operations — contract, controller, and service classes with X++ code samples.
A practical breakdown of the Sales Qualification Agent, Case Management Agent, and the governance framework you need before deploying them.
How the Accounting Rules Engine, multi-entity journals, flexible hierarchies, and Copilot in D365 Finance 10.0.46+ transform period close for multi-company environments.
The standout features from Microsoft's 2026 Release Wave 1 for Dynamics 365 and Power Platform, and what they mean for your projects.
How to distinguish between create and update operations in Dataverse-triggered flows and implement conditional logic accordingly.
A practical reference for solution component types, their IDs, and how to work with solution XML in Dynamics 365 and Power Platform.