Intelligence &
Insights
Deep dives into D365, Power Platform, and ERP strategy. No fluff, just engineering.
Invoice Capture vs. ExFlow: Which AP Automation Tool Actually Wins in D365 Finance?
We ran a side-by-side on the two leading AP automation tools for Dynamics 365 Finance — native Invoice Capture vs. ExFlow by SignUp Software. The ROI numbers and implementation timelines might surprise you.
Read Analysis →Navigating Tariff Volatility with D365 Landed Cost: A Practical Playbook
How to configure D365 Supply Chain Management's Landed Cost module to handle volatile tariff environments without breaking your margins — with real setup steps and field names.
How to Spot a Great ERP Partner (Before You Sign the Contract)
Red flags and green flags in the ERP partner selection process. How to avoid the senior-sales-junior-delivery bait-and-switch, scope fights, and reference checks that lie.
How to Spot the Best ERP Implementation Partner for Your Business
ERP implementations are high-stakes. Here's how to separate the real partners from the smoke-and-mirrors shops — methodology, change management, data migration, and the questions that actually matter.
How to Fix Date Pickers in Paginated Reports
The DateTime vs. formatted string conflict that causes the error — and the four-step fix for getting a working date picker with smart defaults in Power BI Report Builder.
ERP Project Sponsor: CIO or CFO?
The choice between CIO and CFO as your ERP project sponsor isn't just an org chart decision — it shapes your entire implementation. Here's how to think about it.
AS400 & JD Edwards to D365 Finance & Operations: Data Migration Roadmap
A step-by-step roadmap for migrating from AS400 or JD Edwards to D365 F&O — covering data mapping, financial management, supply chain, and the gotchas that trip up most projects.
Caf2Code's Guide to Multiplexing and Licensing in Dynamics 365
Multiplexing is one of the most misunderstood licensing concepts in D365. What it actually means, when it applies, and how to avoid surprise compliance issues.
Your Step-by-Step Guide to Moving from GP to Business Central
Microsoft is ending Dynamics GP support. Here's a practical migration guide for moving to Business Central — timeline, data mapping, and the decisions that matter.
How to Overcome Common CRM Implementation Challenges
CRM implementations fail at a surprisingly high rate — and the culprits aren't usually technical. Eight common pitfalls and the practical fixes for each.
10 Dynamics 365 Features That Will Streamline Your Business
Most companies use about 30% of what D365 offers. Ten underutilized features across Finance, Supply Chain, and Sales that drive real operational efficiency.