Improving user experience: Formatting Copilot Studio data from Dynamics 365 F&O
As organizations embed Microsoft Copilot Studio into their Dynamics 365 Finance & Operations (D365 F&O) processes, one thing becomes immediately clear: the data Copilot retrieves is rarely in a business-friendly format. Responses coming from Power Automate or F&O entities typically arrive as raw JSON — great for machines, not for humans. JSON is designed for […]
D365 F&O inventory valuation: Exploring the weighted average model
Accurate inventory valuation is essential for understanding true profitability and maintaining reliable financial reporting. Within Microsoft Dynamics 365 Finance & Operations (D365 F&O), multiple costing models are available. Still, the weighted average costing model remains one of the most widely used, particularly for businesses that experience frequent fluctuations in purchase prices. Weighted average costing helps […]
Integrating Azure Key Vault for secure credential management in D365 F&O
In modern enterprise integrations, protecting sensitive credentials such as API keys, client secrets, and certificates is essential. Traditional methods—hardcoding secrets in X++ code, storing them in parameters, or saving them in plain-text tables—introduce significant security and compliance risks. Azure Key Vault solves this challenge by providing a secure, centralized, and encrypted store for all secrets. […]
The Complete Guide to Debugging X++ in Dynamics 365 Finance & Operations
Debugging is a core competency for every Dynamics 365 F&O developer, and mastering it significantly improves both productivity and code quality. Whether you’re fixing defects, analyzing business logic failures, or validating extensions, understanding how to debug X++ code in D365 F&O is essential. This guide walks you through the complete debugging process—using Visual Studio, attaching […]
Implementing multithreading in D365FO using X++ for performance optimization
As Dynamics 365 Finance and Operations applications scale, system performance becomes a critical concern. Operations like bulk invoicing, complex calculations, or long-running batch processes can quickly consume resources and slow down execution. This is where multithreading in D365FO comes in for performance improvement. Multithreading enables the system to run tasks in parallel, reducing execution time […]
How to extend the business performance analytics report in D365 Finance and Operations
In today’s data-driven world, organizations need more than standard reporting — they need actionable insights. Business Performance Analytics (BPA) report in Dynamics 365 Finance and Operations enables companies to monitor financial and operational KPIs in real-time. But sometimes, the out-of-the-box reports don’t fully meet business needs. By extending BPA, you can integrate additional data sources, […]
How to use Dynamics 365 entities as a knowledge source in Microsoft Copilot Studio
Data is one of your organization’s most valuable assets — but only if it’s accessible when decisions need to be made. In most enterprises, finding the right information within their ERP, such as Dynamics 365, still requires navigating multiple modules and reports. With Microsoft Copilot Studio, that changes. By connecting Dynamics 365 entities directly to […]
Microsoft improves user license validation for Dynamics 365 F&O: What’s new & next steps
Microsoft recently announced a set of new changes to the license-validation process for Dynamics 365 Finance & Operations (F&O), aimed at giving organizations more clarity, control, and predictability over license assignments and compliance. Below is a breakdown of what’s new, why it matters, and how you can get ready. A quick recap of the 2025 […]
BDA automation in Dynamics 365: A step-by-step guide to managing and calculating vendor agreements
Business Development Agreements (BDAs) play a key role in managing vendor collaborations, rebate programs, and promotional activities within Dynamics 365. By standardizing how agreements are created, tracked, and calculated, organizations can ensure transparency and control across their procurement and sourcing operations. This article takes a practical look at how BDAs are implemented and maintained in […]
How to execute a successful data migration in D365 Finance and Operations
Migrating from any ERP system to Dynamics 365 Finance and Operations (D365FO) is more than an IT upgrade — it’s a strategic step that can reshape how your organization operates. As a robust ERP solution, D365FO combines financial management, supply chain logistics, HR, and operations into a unified platform. Behind every successful migration lies one […]