Retrieving data in Dynamics 365 F&O in Copilot Studio using Power Automate
In today’s AI-driven business landscape, organizations are looking to automate critical financial operations and streamline decision-making. Microsoft Dynamics 365 Finance and Operations (D365 F&O) offers robust tools for managing complex business processes; however, accessing this data can often be slow and manual. By integrating D365 F&O with Microsoft Copilot Studio, businesses can enable conversational agents […]
Smart licensing in Dynamics 365 F&O: How to cut costs and prepare for upcoming changes?
Starting September 1, 2025, Microsoft will begin enforcing user license validations in the Microsoft Dynamics 365 Finance & Operations (D365FO). Active users without appropriate licenses aligned to their system access will start receiving notifications within the D365FO Production environment. The User license validation notice is part of Microsoft Proactive Quality Updates (PQU) and has been […]
Optimizing inventory tracking in Microsoft Dynamics 365 Finance & Operations
Accurate inventory tracking is crucial for effective supply chain management and accurate financial reporting. Microsoft Dynamics 365 Finance & Operations (D365 F&O) provides a comprehensive suite of inventory management tools that support a range of functionalities, from real-time warehouse control to product costing. However, the true value of these tools depends on how well they […]
Low-code AI for Dynamics 365 F&O: Exploring Microsoft Copilot Studio
If you are using Microsoft Dynamics 365 Finance and Operations, you may have encountered difficulties accessing data and creating automations without coding. This challenge has been addressed thanks to Microsoft Copilot Studio! Microsoft Copilot Studio’s low-code approach enables customers to construct intelligent, conversational agents that can interact with Microsoft Dynamics 365 for Finance and Operations […]
Model Context Protocol for Dynamics 365 Finance and Operations and Copilot Studio: A complete guide
Modern AI applications increasingly require seamless access to enterprise data and tools across diverse environments. As organizations build intelligent agents at scale, it becomes essential to standardize how these systems connect to business logic, invoke tools, and adapt to evolving scenarios. This is where the Model Context Protocol (MCP) proves invaluable. In this blog, we […]
Automate with precision: The role of financial tags and default rules in Dynamics 365 Finance
Modern finance teams are under growing pressure to do more with their data. As transactions become complex, so does the need for better traceability, richer context, and smarter reporting. Traditional financial structures in Microsoft Dynamics 365 Finance offer tools like financial dimensions. Still, those tools alone aren’t always enough for users who need more flexibility, […]
Unit of measure for line-level charges in D365: A small feature with big impact
In a globalized, cost-conscious business landscape, every detail in supply chain finance matters, including how charges are applied at the line level. Microsoft Dynamics 365 Finance and Operations continues to evolve with real-world business needs in mind. One such enhancement is assigning Units of Measure (UOM) to line-level charges. This seemingly minor feature offers significant […]
Modernizing version control for D365: A step-by-step guide to Git configuration & migration
As organizations modernize their DevOps practices, shifting from centralized version control systems like TFVC to distributed systems like Git has become a strategic priority, especially for teams working on Microsoft Dynamics 365 Finance & Operations (F&O). Git not only enables better collaboration and faster delivery cycles but also integrates seamlessly with Azure DevOps Git, making […]
A step-by-step guide to ZATCA B2C integration in Dynamics 365 using ClearTax
With the increasing push for digital transformation in taxation, businesses operating in Saudi Arabia must comply with the Zakat, Tax, and Customs Authority (ZATCA) e-invoicing regulations. ZATCA e-invoicing integration with Microsoft Dynamics 365 ERP, especially for B2C scenarios, requires aligning your system with Saudi Arabia’s e-invoicing regulations, known as FATOORAH. This is achievable through ZATCA […]
DDMRP in action: Optimizing supply chain planning in D365 F&O with decoupling points
In today’s complex and fast-paced supply chain environment, traditional planning methods often fail to manage variability and ensure timely product availability. Microsoft Dynamics 365 Finance & Operations (F&O) offers robust planning tools, but integrating modern methodologies like Demand-Driven Material Requirements Planning (DDMRP) can further improve responsiveness and stability. Organizations can buffer against demand fluctuations and […]