7 min read
D365 Unified Routing: Skills-Based Assignment That Works
Master Dynamics 365 Customer Service unified routing with skills-based assignment, capacity profiles, and overflow rules to cut handle time and boost CSAT.
Theme
Dynamics 365
Guides and insights for Dynamics 365 Finance & Operations, Sales, Customer Service, and Copilot.
18 articles
6 min read
MCP Explained: How Claude Connects to Your Dataverse Data
An introduction to the Model Context Protocol and how the Dataverse MCP server lets Claude read and write business data through natural language.
6 min read
Querying Dataverse from Claude: A Practical MCP Walkthrough
A hands-on example of using the Dataverse MCP server with Claude to query tables, create records, and update data in Dynamics 365 through natural language.
4 min read
What's New in Dynamics 365 and Power Platform — 2026 Release Wave 1
The standout features from Microsoft's 2026 Release Wave 1 for Dynamics 365 and Power Platform, and what they mean for your projects.
8 min read
Building Custom Copilot Plugins for D365 Sales: Your First Action Step by Step
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.
9 min read
Autonomous AI Agents in D365 Sales and Customer Service: What You Actually Need to Know
A practical breakdown of the Sales Qualification Agent, Case Management Agent, and the governance framework you need before deploying them.
8 min read
The New Accounting Rules Engine in D365 Finance: Stop Wasting 30 Hours a Month on Period Close
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.
9 min read
Dual-Write Between D365 F&O and Dataverse: Pitfalls and Patterns That Actually Work
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.
10 min read
X++ Query Performance in D365 F&O: Indexes, Joins, and the Trace Parser
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.
9 min read
Virtual Entities in D365 F&O: Exposing External Data Without the ETL Tax
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.
10 min read
Migrating Data into D365 F&O with the Data Management Framework — Lessons from the Trenches
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.
9 min read
Power Automate + D365 F&O End-to-End: Consuming Business Events and Calling Data Entities
Build a full round-trip integration between Power Automate and D365 Finance & Operations — trigger on business events, transform data, and write back via OData.
9 min read
Chain of Responsibility in D365 F&O: Extending Standard Logic Without Overlayering
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.
11 min read
Business Events and Data Events in D365 Finance & Operations: A Developer Guide
How to build, activate, and consume Business Events and Data Events in Dynamics 365 Finance & Operations with X++ code samples and integration patterns.
9 min read
Dataverse Security Roles: A Practical Guide to Getting Them Right
How Dataverse security roles actually work, common mistakes that leave data exposed, and the layered model you should be using in 2026.
9 min read
SysOperation Framework in D365 F&O: Building Batch Jobs the Right Way
How to build batch jobs using the SysOperation framework in D365 Finance & Operations — contract, controller, and service classes with X++ code samples.
3 min read
Detecting Create vs Update Triggers in Dataverse Power Automate Flows
How to distinguish between create and update operations in Dataverse-triggered flows and implement conditional logic accordingly.
3 min read
Dataverse Solution Components: A 2026 Quick Reference
A practical reference for solution component types, their IDs, and how to work with solution XML in Dynamics 365 and Power Platform.