F&O
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D365 Finance · Safe Bulk Edits Without Waiting on IT
🚨 Still submitting IT tickets for simple mass updates in…
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Easy Wins in D365 F&O – Stop Rebuilding Your View Every Morning
Set It Once · A back-to-basics series on configurations ·…
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A Chart-of-Accounts Coding Assistant, Built in Claude
Most finance teams don’t have a coding problem, they have…
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Build an Agent That Answers Your Month-End Close Questions
Build Your First Agent in Copilot Studio · Part 1 of…
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AI Adoption in ERP: Why Change Management Is Your Most Critical AI Investment
Your AI rollout didn’t fail because of the tech. It…
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Credit and Collections in D365 F&O: What Finance Must Configure Before the First Invoice Is Sent
If your AR team is working off an aging report,…
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D365 F&O Expense Management: Finance Configuration for the Employee Expense Lifecycle
Most expense issues don’t come from bad behavior—they come from…
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Multi-Currency Finance in D365 F&O: The Configuration Decisions That Determine Everything Downstream
Multi-currency configuration feels straightforward at go-live—until every transaction, every revaluation,…
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Project Accounting in D365 F&O: What Finance Must Own When Operations Runs the Projects
When project accounting is misconfigured, everything can look right monthly—and…
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Copilot in D365 F&O: What It Does Today (And What It Doesn’t)
Copilot demos are impressive—but not everything you’ve seen is live,…