A tenant portal can make a big difference by giving tenants a single place to manage leases, payments, documents, and maintenance requests. It also helps property teams reduce repetitive communication and keep everything connected to the tenant record in Dynamics 365.

For us, maintenance requests and payment visibility are two of the most…

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One feature our customers value most is a self-service tenant portal. Instead of handling every request manually, tenants can:

• View lease details

• Submit maintenance requests

• Access documents

• Track payments

It’s helped reduce manual work while improving the tenant experience.

We’d love to know what features others consider essential for…

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From my experience, D365 F&O projects rarely fail because of the software itself. Most failures happen due to poor planning, process gaps, or lack of user adoption.

Here are the most common reasons:

Unclear Business Requirements

Teams start implementation without fully defining processes and expectations.

Avoid it: Conduct detailed discovery…

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Great initiative! From a customer perspective, AI-powered lease insights, tenant self-service portals, maintenance automation, and seamless integration with Microsoft Teams, Outlook, Power BI, and e-signature platforms would add significant value. Looking forward to seeing how RealEstatePro evolves.

After working with real estate customers, we developed RealEstatePro to help manage property sales, leasing, maintenance, finance, and tenant operations on Microsoft Dynamics 365.

We’d love to hear from consultants, partners, and end users:

What features are most important?

What integrations would you expect?

Is there anything you think…

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In my experience, D365 F&O projects rarely fail because of the software itself. Most issues come from poor planning, unrealistic expectations, and lack of business involvement.

One of the biggest reasons for failure is unclear requirements. Organizations often start implementation without fully defining their business processes, which leads…

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In most AX 2012 → D365 F&O upgrades, the Tier 1 partner typically owns project governance, licensing, core implementation, data migration, and overall delivery, while the Tier 2/ISV partner focuses on their specific solution, customizations, integrations, and testing support.

Success usually depends on clear ownership, regular design reviews, and…

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We’ve been seeing many real estate organizations struggle with disconnected systems for property leasing, sales, finance, maintenance, and reporting.

Microsoft Dynamics 365 is often used as the ERP backbone, but I’m curious how many companies are using industry-specific solutions built on top of D365 to manage their entire property…

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In most large AX 2012 → Dynamics 365 F&O upgrades, the Tier 1 partner usually handles the overall program governance, licensing, architecture, and Microsoft relationship, while Tier 2 or ISV-focused partners support specialized areas like customizations, industry add-ons, integrations, reporting, or data migration.

The success of the model…

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Hi Rod,

Glad we could help clarify the situation! You’re right, custom workflow customization seems to be the practical approach here.

Since exposing those quantity/amount fields in the workflow condition builder requires some customization work, we’d be happy to help if you need it.

We have solid expertise in D365 F&O customizations, and this…

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Thanks for the clarification. I’ve really dug deep into this and it really does not appear that I can get something out of the box to handle this check from the Inventory Adjustment journal. I was thinking the same thing about workflow process customization to expose those fields I need so i can have it check those before the workflow kicks…

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Good morning, Rod

Let me be clearer about what actually works:

Definitely works:

• Workflow Approvals – Exist in D365 F&O, but the condition builder may not expose quantity/amount fields for inventory adjustments
• Posting Validation Rules – Real feature, but uncertain how seamless it is for this specific scenario
• Custom Code Extensions -…

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Good Morning Hardik,

I did go into the Workflow process but I did not see the quantity nor amount field visible for selection. I was looking in the workflows that are in Inventory Management.

Rod

Hi Rod,

Yes, there are built-in options:

1. Posting Validation Rules – Set quantity/amount limits at the inventory or GL account level to block transactions exceeding thresholds.

2. Workflow Approvals – Configure approval workflows for adjustments above a certain value.

3. GL Account Posting Restrictions – Restrict posting based on…

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Is there a way out of the box to setup a quantity or amount threshold on an Inventory Adjustment Journal in D365 F&O?

This shared-responsibility model is actually quite common in AX 2012 → Dynamics 365 F&O upgrade projects, especially when industry-specific ISVs or complex customizations are involved.

In most projects, the primary implementation partner usually owns:

• core code upgrade activities

• environment management

• data migration

• release planning

• overall project…

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Hi all,

For organizations managing commercial or residential properties in Dynamics 365 F&O, are you mostly building custom functionality internally or relying on ISV/property management extensions?

I’m particularly interested in how teams are handling:

Tenant and lease lifecycle

Property maintenance workflows

Rent escalation and…

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403 in prod but not in other environments is almost always auth/permission or endpoint restriction, not code.

Things to check:

AAD App / Service Principal permissions

Make sure prod has the same API permissions + admin consent as UAT/dev

Endpoint / URL mismatch

Double-check the prod base URL and company name in the API call

IP restrictions…

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This usually points to a data volume / query timeout issue in Accounting Source Explorer, especially when selecting “All” financial dimension sets.

A few things to check:

Try filtering instead of selecting All. The query becomes very heavy with large datasets

Check if there’s data inconsistency or duplicate references in…

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Hi @praspras6360gmail-com

We’ve seen this across multiple production deployments post-deployment. It’s almost always a service principal re-authentication issue; the integration carries cached credentials from lower environments and loses its active token in production.

Quick Fix (Tested):

1. Clear & Re-authenticate

– Data Integration >…

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Hi,

we are facing a blocking issue with a recurring integration in D365 F&O production environment. It works fine in all environment but not in production.

The first import has throw this error: SysIntegrationActivityBatchTask-run. Microsoft.WindowsAzure.Storage.StorageException: The remote server returned an error: (403) Forbidden.…

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Error: “Cannot insert multiple records in Source document accounting event reference identity (SourceDocumentAcctEventReferenceIdentity). Accounting event: 0, 0. A time-out occurred in the database while the query was executing.”

When i Go to Modules –> General ledger –> Inquiries and reports –> Accounting Source Explorer Click on the…

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Hi everyone,

I’ve been going through multiple Dynamics 365 F&O implementations and noticed a pattern. Most failures are not because of the product, but because of how projects are executed.

From your experience:

What are the most common reasons D365 F&O implementations fail?

Is it over-customization, poor data migration, or lack of business…

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Yes, some teams are moving from Management Reporter to tools like Defacto, especially with Fabric in the mix.

That said, it depends on your goal:

If you want financial reporting inside D365 → Financial Reporter (built-in) is still solid

If you need advanced reporting + external data + analytics → Defacto / Fabric approach makes sense

What I’ve…

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I spent hours troubleshooting AX2012 master planning runs that kept failing after a big item import with stalled jobs and bloated history making everything unstable. When the same frustration hit with slow vendor support during a recent software renewal I searched for better options. Checking Best and worst support revealed clear patterns…

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Hi Ritu.

Did you ever replace F&O’s Financial Reporter with Defacto?

Yes, but it depends on what exactly has been registered. If the production order registration is in “Registered” (product receipt) status, you generally can’t directly unregister it like picking or route transactions. Instead, you need to reverse it through the correction process. Go to the Production order and use the Report as finished…

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Hello Group,

I would like to ask can we unregister a registered Production Order registration? The current status in the registration is Registered.

Thanks.

You don’t need all connections, but AI agents in D365 FO do rely on a combination of services working together.

In most setups:

D365 FO is the core system

Dataverse is used for data exposure and interaction

Power Platform (especially Power Automate) handles workflows and triggers

Azure (AI services / OpenAI / Cognitive Services) powers the…

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Good question, this is something a lot of teams struggle with when moving into Dynamics 365 F&O for real estate.

From what I’ve seen, going fully custom usually works in the short term but becomes difficult to maintain and scale, especially as lease structures and reporting requirements get more complex.

Most organizations end up taking a hybrid…

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For organizations managing multiple real estate assets or rental portfolios, what is the usual approach in Dynamics 365 F&O?

Is it better to build custom extensions or use industry-specific solutions for handling lease management, tenant billing, and operational workflows?

Looking to understand how others are approaching this architecture.

Has anyone integrated Dynamics 365 Supply Chain Management with Power BI Analytics? How effective is it for tracking key performance metrics?

I’m currently exploring ways to enhance supply chain visibility and performance tracking within our organization using Dynamics 365 Supply Chain Management (SCM). I’ve read that integrating it with Power…

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Hello Group,

Could someone confirm please ALLS connections are needed to use AI agents (Finance reconciliation agent, Supplier communication agent) properly?

BEcause documentation found on Microsoft website do not give all this information clearly.

D365FO, Dataverse. Power Plateforme, Azure, other, …..

Thanks

Richard

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After a recent import of a large number of new items into our system, master planning has been failing 1-2x nearly every day, along with a number of successful runs.

Are there recommended jobs or cleanup functions to run that identify problematic data or corrupted records that could be interfering with the runs?

Thanks!

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In my view, the exclusion of past-dated demand forecasts in D365FO Master Planning is an intentional design choice to maintain a forward-looking approach, prioritizing future requirements over retrospective adjustments. While this can lead to challenges with intra-period forecasts, as you describe, it aligns with the system’s reliance on…

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Having issues where Copilot RAI is popping up a message stating the “AI copilot was unable to complete the request because of ARI component trigger.” It doesn’t seem to be having any real impact on operations however it is a significant annoyance. Our business deals with some explosive materials and is likely what is triggering the message. …

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I’m raising a question that has been raised before in the hope that somebody can give me a sensible answer.

The question is: Why does D365FO Master Planning always ignore demand forecasts dated in the past? I was hoping that this would be resolved in Planning Optimization, but unfortunately it hasn’t.

I can understand why such forecasts are…

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For me, some must-have third-party integrations with Dynamics 365 include Power BI for advanced analytics, Microsoft Teams for seamless collaboration, and SharePoint for document management. I’ve also found great value in Trango Tech, my trusted Dynamics 365 partner, who has helped implement and optimize these integrations to enhance overall… Read more

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😎 Are you going to sunny Orlando, FL for #SummitNA? ✨ Brittany Burke (Caf2Code, LLC) is a session presenter and offered a few insights about Summit and her session topics during our ‘Dynamics Weekly’ interview.

🎧 Listen to the podcast on YouTube at https://youtu.be/ASuVsvO4-yU

😍 Be a Fan: Subscribe to my ‘Dynamics Weekly’ YouTube podcast.

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😎 Are you going to sunny Orlando, FL for #SummitNA? ✨ Cameron Caudill (Sunrise Technologies) is a session presenter and offered a few insights about Summit and his session topics during our ‘Dynamics Weekly’ interview.

🎧 Listen to the podcast on YouTube at https://youtu.be/NhgX-IAWkPk

😍 Be a Fan: Subscribe to my ‘Dynamics Weekly’ YouTube…

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🎧 Listen to the podcast on YouTube at https://youtu.be/Jg57aBgcOZo

😍 Be a Fan: Subscribe to my ‘Dynamics Weekly’ YouTube podcast.…

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Hello all,

I would like to know if someone already use a new AI Feature in D365FO named “Account reconciliation agent”.

I would like to know your feedback on it?

Thanks

Richard

Thanks sincerely for your response, it helps me tremendously.