Finance Automation Toolkit for D365 F&O
A set of accelerators that improve visibility, control, and accuracy in your finance operations.
- Vendor invoice tracking with status and ownership
- Ageing exposure views across dimensions
- Enhancements to free-text invoice workflows
- Configurable reports for finance leadership
CRM for Professional Services
Dynamics 365 CRM tailored for law firms, consulting firms, and other B2B service organisations.
- Lead and opportunity management with stages
- Activity, email, and meeting tracking
- Document storage through SharePoint integration
- Simple dashboards for partners and managers
Azure-backed Integration Layer
A reusable integration pattern that standardises how external systems connect to Dynamics 365.
- Logic Apps and Functions patterns for APIs and batch jobs
- Application Insights-based logging and dashboards
- Key Vault for secure secret management
- Retry and alert patterns for better reliability
Image & Document Storage with Azure Blob
Store operational images and documents (e.g., field service photos, signed documents) in Azure Blob Storage while keeping links and metadata inside Dynamics 365.
- Blob storage containers per entity or business area
- Metadata stored in D365 F&O or D365 CRM
- Retention and access control aligned with security roles
- Options for cost optimisation and lifecycle policies
Operational Dashboards & KPIs
Dashboard patterns that combine D365 data with simple visualisations for decision-makers.
- Finance dashboards (cash flow, ageing, overdue items)
- Sales dashboards (pipeline, win rate, activity levels)
- Operational dashboards (tickets, SLAs, exceptions)
- Power BI and in-application charts where appropriate
Interested in adapting one of these solution patterns to your environment?
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