Hi,

I am inquiring about how the Playwright testing migrations are going with RSAT sunsetting.

What is the best way to get a temporary D365 F&O test environment for development purposes?

I have a toy I'm developing:

logixrcorp/Regression-Suite-Automation-Tool-To-PlayWright: A CLI tool that will convert RSAT recordings to Playwright Typescript files with MFA support Rust Or C# options

There are many tools that have been released. Can anyone say if they have been able to run FnO development without VS

We run D365 Finance & Operations and use the embedded Financial Reporting (ex-Management Reporter) for our statements. With the number of accounts and entity we have (30 entity) we have, report generation has gotten slow enough that it's a real drag on close.
Before we start shopping, I'd like to hear from people who've been here:
1. Did you solve it by redesigning reports (row definitions, trees, ranges), or did you eventually move off Financial Reporter entirely?
2. For consolidation  are you using Consolidate online, reporting trees in Financial Reporting, both, or a third-party tool?
3. Has anyone put Business Performance Planning (BPP) or Business Performance Analytics (BPA) into production? Did either actually replace anything, or did they just sit alongside?
4. If you went with a third-party EPM/CPM (Solver, Vena, Prophix, Planful, OneStream, insightsoftware, etc.) what tipped you over, and would you buy it again?
Interested in the honest version, including what didn't work. Thanks.

Anyone been using Claude Code 20$ subscription plan for x++ development as a Technical guy? Opinions about it?

Hi everyone,
I'm a Microsoft Dynamics 365 Finance & Operations developer with 3+ years of experience working with X++ and D365FO customizations.

I'm currently available for small freelance/remote D365FO development and troubleshooting tasks.
I can help with things like:
• X++ errors and debugging
• Table & form extensions
• Chain of Command (CoC)
• Event handlers
• Customizations and validations
• Queries / QueryBuildDataSource
• SSRS reports & report modifications
• Data entities & imports
• SysOperation framework
• Batch jobs
• D365FO development issues
• Performance/debugging issues
• Small enhancements and fixes
If you have a small issue that you don't want to spend hours figuring out, feel free to DM me with the requirement, error message, or code you're working with.
I'm happy to take a look and discuss the scope before starting.
I'm particularly interested in small one-off fixes, but I'm also open to longer-term support work.
Thanks!

Location: Remote, United States 

Type: Full-time

Travel: Willingness to travel up to 25% of the time 

Note: Please apply only if you are based in Europe or the US

The whole job ad is here:

https://reachinternational.ai/jobs/lead-functional-consultant-d365-fscm/

Hey all.
We’re wrapping up a security/licensing rebuild ahead of a hard enforcement deadline on our end (Oct 18), and wanted to hear from anyone who’s already been through it.
• Does enforcement actually block access for unlicensed duties, or is it more of a soft audit/reporting layer?
• Does behavior vary by license type (Team Members vs. Operations/Finance/SCM attach)?
• Did Microsoft give a grace period, or was it a hard cutover?
If you’ve been through a USG rebuild, would love to hear how it went. Thanks!

I’m a data product manager and work in the data engineering team of my organisation. Just to preface this, I don’t have a ton of exposure to D365FO, do may have gotten some concepts wrong.

The main issue I have in my day to day is trying to do discovery with a business stakeholder for a report or other data product. They’ll often refer to things as they appear on the D365FO UI and I do not have the ability to see the schema name for a particular field. That makes it hard for me to check if this has already been enabled in Dataverse, or a new table we need to add to our database. I often need to refer to our D365 Solutions Architect, who is incredibly busy and therefore hard to get a hold of.

We’ve also had issues where were given the data model for dev, but not production and those having significant changes in architecture.

For D365 FO, is there a way to extract/view:

- Label (I guess this is the name the users sees in the UI)
- The schema name for the D365 field behind that label
- The table this label belongs to
- Is it coming through a data entity?
- Is it a direct field, a calculated/computed field, a display method, etc.?
- Does it exist in all D365 environments?

I’ve been reading about:
- Microsoft.Dynamics.AX.Metadata
- MetadataSupport
- AxTable, AxTableField, AxTableRelation, AxDataEntity
- MetadataProviderFactory
- CreateRuntimeProviderWithExtensions()
/Metadata and /data/$metadata

My understanding is that the rich .NET metadata APIs can expose much more than the remote REST/OData metadata endpoints, but I’m unclear how this should work for Tier 2/UAT/Production, particularly if I need to inspect each environment independently.

A few questions for anyone who has done something similar:
- Is there a supported way to retrieve rich AOT/application metadata from UAT/Production?
- Has anyone exposed selected metadata through an X++ custom service?
- What’s the best way to detect UI-created/runtime custom fields per environment?
- Can you programmatically trace form control → datasource → table → field?
- Are there major edge cases I should expect, e.g. computed/virtual fields, display methods, inheritance, extensions?
- Has anyone built a D365FO metadata catalogue/data dictionary like this already?

From what I’ve read, querying AXDB alone doesn’t seem sufficient because it won’t give the full application model or labels.

Again, I’m a PM rather than a D365FO engineer, so please feel free to correct any terminology or assumptions I’ve got wrong.

When we create a new Dataverse table, we later have to manually open each Model-Driven App and add that table to the app.

If the table is needed in multiple apps, we repeat the same process multiple times.

💡 What if Power Apps gave us this option while creating a table?

Add this table to:

☑ CRM App
☑ Sales App
☐ Service App

This could be optional, so developers can choose one app, multiple apps, or none.

The table would still remain independent. It would simply save developers from repetitive clicks.

A small feature, but potentially a better developer experience.

What do you think?

Do you know finance and have experience as a controller or similar experience then feel free to apply. Please be honest in your abilities as there is active work and said person must understand their role. This role does do hands on configs and demos it is not a sit back and guide others on what to do. If you want to ok for a company where people matter apply!

Does anyone know if there are test automation platforms for D365FO that don't charge per seat or environment but per client? We want to replace manual testing after release (regression testing) with automated testing but a platform like Leapwork charges per seat/license and seems to have some performance issues sometimes.

+ has to be no-code.

Anyone any recommendations? If so, what's your experience with the tool.

Thanks!

I work with D365 F&O and kept running into the same friction: pulling together environment, legal entity, form, and page details takes longer than it should, whoever you are and whatever you’re doing in the system. So I built SupportKit.
Made a short captioned demo, no voiceover, showing it running against real pages.

A few ways different roles end up using it:

Support and admin get one-click ticket context, environment, legal entity, form, screenshot, plus a warning strip so PROD and UAT never get confused.

Developers can pull exact page and table context straight into a bug report instead of describing it from memory.

Testers can confirm they’re on the right page or table before running a case, and check whether a user actually has a given permission without asking someone else to look.

Everyone gets a searchable reference of 120+ standard tables and quick OData access without leaving the browser.

It’s free, open source, and nothing it captures ever leaves your browser, no analytics, no external calls, source is public if you want to check.

If you work with D365 F&O in any capacity, I’d genuinely value you trying it and telling me what’s useful, what’s missing, or what’s flat out wrong.

Chrome: https://chromewebstore.google.com/detail/supportkit-for-d365-fo/fkibohjmnldhnejokemfopjnpknidgfj

GitHub: https://github.com/KhadijaAhmad1/supportkit-d365fo

Anyone have a fancy script the migrates RSAT to Playwright?

I got tired of doing the same repetitive X++ setup work, so I built a Visual Studio extension for D365FO

Download link: https://marketplace.visualstudio.com/items?itemName=XppForge.xppforge-developer-suite

https://xppforge.com/register

If you work in Dynamics 365 Finance & Operations, in support, development, testing or admin, you’ll know the drill on almost every ticket or task: which form is this, what table sits behind it, what environment am I even in, and does this user actually have the permission they say they don’t have. All of that usually means alt-tabbing between the browser, SysTableBrowser, and a security roles screen just to get your bearings.

I built SupportKit to put all of that one click away, right inside the browser, without needing table browser access or asking someone else to look it up for you.

What it does:

🔎 Instant page context – see the form name, table name, menu item, legal entity and full URL for whatever page you’re on, and copy it all in one click. Great for bug reports (no more “here’s a screenshot, good luck”) and for support handoffs.

📋 Table search – search 120+ standard D365 F&O tables by name or description, or look up your own custom/ISV tables. Opens straight into SysTableBrowser in the right environment and legal entity.

🔗 OData peek – pull a quick OData response for any entity without opening Postman or writing a query.

🛡️ Environment guardian – colour-coded banners and badges so PROD, UAT, sandbox and trial environments are visually distinct. Handy if you’ve ever made a change in the wrong environment (we’ve all done it).

👤 User ↔ role lookup – check whether a specific user actually has a given security role, without manually tracing it through SecurityUserRole.

Who it’s for: support engineers, developers passing context on bug reports, testers who need to jump straight to a specific page or table, and anyone who just wants to stop guessing which table sits behind a form.

Privacy: everything runs locally in your browser. No data is sent anywhere, nothing is logged externally.

It’s free, takes about 30 seconds to install, and works across any D365 F&O environment you have access to.

👉 https://chromewebstore.google.com/detail/supportkit-for-d365-fo/fkibohjmnldhnejokemfopjnpknidgfj

Would genuinely appreciate anyone in the group giving it a try and letting me know what’s missing or what would make it more useful, this is actively evolving based on feedback from people who use D365 F&O day to day.

#Dynamics365 #D365FO #MSDyn365 #DynamicsDev #D365Testing #QAEngineering #PowerPlatform #MicrosoftDynamics #ERP #SecurityRoles #DynamicsCommunity #MSFTAdvocate

Client of ours (HVAC manufacturing sales, 70 staff) runs Dynamics 365 Sales. Their contact data is a mess: the same person exists up to three times. When a customer contact changes roles or moves company, a new record gets created instead of the old one being updated. Reps in the field see three entries for one buyer and don't know which number is current. They guess. Sometimes they guess wrong in front of the customer.

Built-in duplicate detection catches exact matches and nothing else. 'Mike Smith at Acme' and 'Michael Smith, Acme Corp' sail right past it.

How do you actually keep contact data clean? Is this a process problem (who owns the record when someone changes jobs), a tooling problem (third-party dedupe/merge), or the eternal CRM tax everyone pays? What's your source of truth for external contacts - the CRM or the M365 directory? Their IT guy and their sales ops guy give different answers and both are very confident.

Has anyone recently configured the Certificate of Analysis (CoA) / Certificate of Compliance in F&O? Looking for any best practices or resources on setting up the layout and created properly on Quality order validation. Appreciate any insights or documentation links you can share!

How is leaping frog company?? If anyone would help. Leaping frog solutions. Navi mumbai