Dynamics 365
Dynamics 365 Finance & Operations Integration: From Process to Platform
A practical guide to shaping Finance & Operations integrations around business processes, company context, data ownership and service boundaries.
Read the guidePractical expertise
Better questions.
Stronger implementations.
Guidance for the decisions behind finance, business applications and connected factory systems. Start with a workflow, define its boundaries and make acceptance concrete.
Expertise guides
Finance & Operations
Process-led integration, X++ extensions and invoice document workflows.
X++ development
X++ Extension Development: Configuration, Extension Points and Acceptance
How to decide between standard configuration and supported X++ extensions while keeping upgrades, extension points and business acceptance visible.
Read the guideFinance & invoicing
Invoice Integration Workflows: Source Event, Document Status and Reconciliation
A country-aware approach to invoice integrations that keeps source events, documents, submission status and reconciliation distinct.
Read the guideExpertise guides
Business and factory systems
Ownership across ERP and CRM, and traceability from production to business records.
Business applications
ERP and CRM Data Ownership: Source of Truth, Idempotence and Exceptions
How to design ERP and CRM integrations with explicit ownership, stable identities, idempotent operations and recoverable exceptions.
Read the guideIndustrial systems
Production Traceability: Batch, Serial, Operator, Event and ERP Context
A practical model for connecting shop-floor events, operators, batch and serial numbers, inventory and ERP records without confusing data capture with full automation.
Read the guideStarting points
Planning & discovery
Project preparation and making useful business information discoverable.
Search & discovery
SEO and AI search: what a business website needs.
Start with useful pages, accessible information and evidence. Understand how GEO fits into that foundation.
Read the guideBusiness applications
What to define before a Dynamics 365 project.
A practical starting point for workflows, integrations, data ownership and business acceptance.
Read the guide