Posts

D365 F&O: Orchestrating Custom APIs via Dataverse MCP

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Architecture, integration and automation · 12 min read TL;DR: The Dataverse MCP Server now supports Custom APIs, allowing external AI agents to invoke complex D365 Finance & Operations logic as atomic, single-call transactions that eliminate partial data failures. D365 F&O Dataverse Copilot & AI Integration Architecture Large language models and conversational agents excel at understanding natural language context, but they struggle with database transactions. When an external autonomous agent attempts to execute a multi-step ERP process in Dynamics 365 Finance and Operations through discrete REST operations, network blips or business validation failures frequently leave transactions half-completed. The arrival of Custom API support within the Dataverse Model Context Protocol (MCP) Server eliminates this vulnerability by packaging multi-step ERP workflows into atomic, strongly typed tools that any external agent can safely invoke. 📖 In this article At a glance How...

D365 SCM: Resolving Blocked Work with Hard Cancel & User Locations

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Trending real-world problems and their solutions · 10 min read TL;DR: Learn how to use the 'Hard Cancel' periodic task to recover inventory from user locations and resolve blocked warehouse work without SQL scripts. D365 F&O Supply Chain Architecture Troubleshooting Imagine a scenario where a warehouse worker has successfully picked high-value inventory from a storage location, and the items are now physically and systematically sitting at their user location (the virtual 'tote' or 'pallet' associated with their user ID). Suddenly, the system throws an unrecoverable error during the 'Put' operation, or a network glitch leaves the work record stuck in an 'In progress' state that cannot be closed or reversed through the standard mobile device interface. In the past, this often required a high-priority ticket to the IT department for a risky SQL corrective script to manually reset the status of WHSWorkTable and WHSWorkLine . With the introdu...

D365 F&O: Migrating Integration Models with the Enhanced Data Model Utility

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Power Automate and Power Apps with D365 F&O · 8 min read TL;DR: The Enhanced Data Model Migration Utility is now GA, enabling D365 F&O architects to automate the deployment of complex portal templates and integration metadata using the Power Platform CLI. D365 F&O Power Platform Dataverse Integration Architecture When you expose Dynamics 365 Finance & Operations data to external stakeholders via Power Pages or custom Dataverse-backed applications, the complexity of migrating configuration metadata often outweighs the effort of building the integration itself. Manual exports of portal configurations or brittle solution imports frequently lead to environment drift, where virtual entity mappings and portal templates fall out of sync between Sandbox and Production. The General Availability of the Enhanced Data Model Migration Utility solves this by providing a robust, CLI-driven mechanism to move these sophisticated data models without losing the relational integrity of ...