Notes from real Dynamics 365 engagements.
Practical write-ups on implementations, migrations and the mistakes worth avoiding, from teams who work on Dynamics every day.
Dynamics GP to Business Central: a migration checklist for Canadian businesses
Dynamics GP support ends December 31, 2029. A practical checklist for planning your move to Business Central: timeline, data, history, Canadian tax and payroll, reporting and testing.
Read the article →More guides and articles
- Project Recovery
How to rescue a stalled Dynamics 365 implementation
Moving go-live dates, repeat defects and a team that has lost confidence. The five steps we use to recover stalled Business Central and Finance and Supply Chain projects.
- Upgrades & Migration
Dynamics NAV to Business Central: upgrade or reimplement?
How to decide between upgrading Dynamics NAV and starting fresh on Business Central: version, customizations, add-ons, data and the online versus on-premises choice.
- Upgrades & Migration
Planning your move from Dynamics AX 2012 to Finance and Supply Chain Management
AX 2012 is out of extended support. What to plan before migrating: technical debt, ISVs, integrations, security, data entities, testing and phasing.
- Implementation
Dynamics 365 Finance and Operations implementation readiness checklist
Eight areas to close before an F&O project starts: scope, process maps, fit-gap, controls, environments, data, people and governance.
- Implementation
What drives Business Central implementation cost?
Licences versus partner effort, and the factors that move implementation cost: scope, entities, data, integrations, customizations, reporting and your team's time.
- Business Central
Business Central for equipment rental: requirements to define first
Fleet records, availability, contracts, maintenance, invoicing and reporting: the requirements rental companies should define before choosing a Business Central solution.
- Business Central
Fund and grant management in Business Central
Restricted funds, grant budgets, donors and audit trail: how nonprofits can design Business Central around funds and grants from the start.
- Implementation
ERP for steel fabrication: operational requirements
Estimating, BOMs, heat number traceability, shop floor, job costing and progress billing: what fabricators should define before configuring Dynamics 365.
- Business Central
Multi-entity finance for senior care operators
Site-level cost centres, shared purchasing, payroll integration and consolidated reporting for senior care groups running on Dynamics 365.
- Implementation
Construction and project accounting in Dynamics 365
Project structure, budgets, commitments, subcontractors, holdbacks, WIP and billing: how Business Central and F&O handle construction project accounting.
- Implementation
Dynamics 365 Finance and Operations vs Business Central: a selection guide
Five questions that usually decide between Business Central and Finance and Supply Chain Management: complexity, operations, volume, cost of ownership and starting point.
- Support
Dynamics ERP integrations: architecture and monitoring
Integration patterns, retries, idempotency, audit, reconciliation, security and monitoring for Business Central and Finance and Supply Chain Management.
- TSL Labs
Xero to Business Central AP integration checklist
Ten things to settle before automating Xero bills into Business Central: routing, vendors, accounts, tax, currency, duplicates, posting, failures and security.
- Business Central
Financial forecasting and scenario planning in Business Central
How to structure budgets, rolling forecasts and scenarios in Business Central using accounts, dimensions and approval workflows, and where teams need more.
- Business Central
Procurement and contract controls in Business Central
Vendor onboarding, approvals, agreed prices, receiving and invoice matching: the purchasing controls to set up in Business Central.
- TSL Labs
Reliable multi-source exchange rates in Dynamics 365 Finance
Sources, rate types, validation, scheduling and audit trail for exchange rate imports in Dynamics 365 Finance and Supply Chain Management.
- TSL Labs
Dynamics 365 Finance licence governance
How security roles drive Finance and Operations licences, and a periodic review process to fix under-licensed users and remove wasted spend.
- Support
Business Central post-go-live support playbook
Hypercare, stabilization and ongoing support: ticket categories, priorities, ownership, update testing and reporting after a Business Central go-live.
- Implementation
Dynamics 365 ERP cutover and rollback checklist
Go/no-go criteria, a timed cutover runbook, rehearsal, reconciliation checkpoints, rollback triggers and communication for an ERP go-live.
- Upgrades & Migration
ERP data migration: controls and reconciliation
Scope, mapping, cleansing, repeatable loads, reconciliation by count and value, testing and the audit evidence every ERP data migration needs.
- News
Choosing a Dynamics 365 partner in Canada
Questions to ask when selecting a Microsoft Dynamics 365 partner in Canada: product depth, experience, team, methodology, terms, support and Canadian specifics.
- Upgrades & Migration
Business Central vs Dynamics GP: process differences
Dimensions instead of segments, documents and journals, posting groups, reporting, period close, cloud updates and extensions: what changes when GP users move to Business Central.
- Business Central
Dynamics 365 for distribution: inventory and warehouse controls
Warehouse levels, receiving, cycle counting, replenishment, fulfillment and inventory valuation controls for distributors on Business Central or F&O.
- Project Recovery
Five signs your F&O implementation needs an outside assessment
The pattern is almost always the same: shifting go-live dates, budget creep, and a team that's stopped trusting the test results. Here's what we look for in the first two weeks of a recovery engagement.
Our service pages cover implementation, upgrades, project recovery and support in detail.
Have a Dynamics question we haven't covered?
Ask us directly. Chances are it'll turn into the next post.