Latest News & Articles
Insights, guides, and opinion pieces on Dynamics 365 and Microsoft technology.
SOPs and Training Assets in the Business Process Catalog
A practical walkthrough of turning business process catalog deliverables into scoped, owned, and maintained SOPs and training assets, using Azure DevOps or Mavim.
Cutover Plan Template for ERP Go-Lives (Free Excel)
A free, macro-free Excel workbook that runs an ERP cutover hour by hour and shows progress, critical-path status, conflicts and pending gates.
Data Migration Plan Template for ERP Projects (Free Excel)
A free, macro-free Excel workbook that tracks each data object from source to target and shows reconciliation, load-order conflicts and readiness.
ERP Implementation Project Plan Template (Free Excel)
A free, macro-free Excel workbook that plans a Dynamics 365 rollout by phase, flags dependency conflicts and rolls up percent complete and budget.
ERP RFP Template and Vendor Scorecard (Free Excel)
A free, macro-free Excel workbook that weights ERP requirements, compares four vendors and applies a must-have gate before naming a leader.
Fit-Gap Analysis Template for Dynamics 365 (Free Excel)
A free, macro-free Excel workbook that scores requirements against Dynamics 365 and shows fit to standard, must-have gaps, effort and cost by process area.
UAT Test Plan Template for ERP Projects (Free Excel)
A free, macro-free Excel workbook that tracks UAT scenarios by business process and rolls up pass rate, blockers, defects and a strict sign-off answer.
Dataverse Semantic Models in Copilot Chat and Agent Builder
Business Applications in Work IQ lets Copilot Chat and Agent Builder query Dynamics 365 and Power Apps data. This guide explains the semantic model behind it, the Ask API, and how to put it to work.
What a Business Central license really costs with add-ons
Business Central’s published price covers the base plan. Required add-ons, integrations, and partner services should be assessed separately for a project budget.
The Dynamics 365 module IT directors underestimate in F&O
IT directors scope Finance and Operations rollouts around ledger, procurement, and production. The module that actually derails go-live dates is security role design.
The line item CFOs miss pricing a Business Central migration
Finance leaders model licensing, implementation, and training correctly. The line item that blows up the TCO six months in is integration debt — and it's specific to your stack, not the vendor's.
How to Choose the Right Microsoft Dynamics Partner
A practical way to evaluate a Dynamics partner’s scope fit, governance, delivery team, and support model before committing.