Author: Sebastien Manjony
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Topics in the Implementation Portal
FastTrack has introduced a streamlined and transparent collaboration system through its Topics portal. Users can submit technical questions, product guidance requests, and implementation challenges directly, ensuring they are routed to the appropriate team. The portal allows tracking of progress and status updates in real time, and users can access historical Topics for reference. Notifications keep…
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AI Agents in the Dynamics 365 Implementation Portal
The Dynamics 365 Implementation Portal now features AI agent functionality to streamline project administration and enhance project data quality. By analyzing uploaded documents, the AI provides relevant information and suggested updates, which users must review and confirm before acceptance. Supportive document types include TXT, VTT, DOCX, and PDF. While aiding project data maintenance, the process…
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Transitioning to Visual Studio 2026 for D365 Development
Microsoft is ending support for Visual Studio 2022 in X++ development as of Platform Update 74 (PU74), making Visual Studio 2026 the sole supported environment. This transition is significant, impacting various aspects of the development ecosystem including project setups, onboarding, and build pipelines. Organizations should start preparing by validating custom models, updating documentation, and testing…
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Understanding Dynamics 365 User License Consumption
The User License Consumption report for Dynamics 365 finance and operations apps provides administrators with essential insights into user licensing. It helps identify unlicensed users, under-licensed roles, and surplus licenses by offering a comprehensive view of licensing requirements. Administrators can quickly access the report through the Power Platform admin center and utilize filtering and sorting…
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Steps for LCS to PPAC Migration
Microsoft is transitioning environment management for Finance & Operations from Lifecycle Services (LCS) to the Power Platform admin center (PPAC). This guide details the migration process, which includes confirming eligibility, provisioning a unified environment in PPAC, performing a copy operation, and validating the migration. For a smooth transition, the LCS environment must have Power Platform…
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Unified Development Environment for D365: Complete Setup
The guide outlines the process of setting up a Unified Development Environment (UDE) for Finance & Operations development within the Power Platform. It details steps including creating a Dataverse environment, installing necessary Dynamics 365 applications, configuring Visual Studio 2022, connecting to Git repositories, and deploying models. Key highlights include enabling developer tools in the Provisioning…
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Mastering Throttling Patterns in D365 Finance Integrations
The content discusses the evolution of Service Protection API limits in Dynamics 365 Finance & Operations, focusing on throttling behaviors that integration teams often misunderstand. It distinguishes between resource-based throttling, which is influenced by overall environment conditions, and app throttling, which follows specific application limits. Common mistakes include testing integrations in isolation, leading to misleading…
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Integrate D365Finance with OData: A Step-by-Step Guide
This article outlines the essential steps for integrating applications with Dynamics 365 using the OData REST API via Microsoft Entra ID for authentication. It emphasizes registering an app in Azure AD, creating a client secret, and granting necessary permissions to Dynamics ERP. Additionally, it details the importance of registering the app within Dynamics 365 itself…
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Copilot Cowork Meets Dynamics 365 Finance & SCM: When a Single Prompt Replaces a Full Day of Work
The Dynamics 365 ERP Apps plugin for Copilot Cowork revolutionizes interactions between ERP systems, emails, and documents, enhancing efficiencies for Finance and Supply Chain teams. This integration allows users to query ERP data using natural language, facilitating complex workflows and real-time reporting without technical assistance. Key prerequisites include an eligible Microsoft 365 tenant and proper…
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Prepare for RSAT Deprecation: Shift to AI in D365 FINANCE
Microsoft has announced that the Regression Suite Automation Tool (RSAT) will be deprecated on May 15, 2027, with no direct replacement. This transition urges customers to shift towards modern, AI-driven testing methods. RSAT’s limitations, such as brittleness to UI changes, cumbersome maintenance, and lack of self-healing capabilities, necessitate this move. The alternative, integrating AI with…
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