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Dynamics 365

Microsoft Dynamics 365 Development

Finance & Operations Apps + Business Central — extensions, integrations, dual-write, and LCS-driven ALM

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SapotaCorp

Dynamics 365 Architecture Review

Free LCS project + model-layer audit — we'll tell you which customizations are overlays vs extensions and which will break on the next One Version update.

What we build on Dynamics 365

Five capability groups covering platform development, integrations, security and workflow, reporting, and Lifecycle Services DevOps — the actual menu we work from when teams need MB-500-level F&O development, not a functional-only hand-off.

Dynamics 365 engagements at SapotaCorp are developer-led: X++ extensions with Chain of Command, data-entity-first integrations, XDS-based row-level security, and LCS + Azure DevOps pipelines that catch breaking extensions before sandbox. We cover F&O (MB-500 + MB-310 + MB-330 + MB-700) and Business Central (MB-800 + MB-820) — pick the line that matches your ERP, same team behind it.

Microsoft Dynamics 365

Finance & Operations + Business Central — with LCS-driven ALM and dual-write to Dataverse.

F&O AppsBusiness CentralX++AL (BC)Chain of CommandEvent HandlersTable ExtensionsForm ExtensionsData EntitiesOData v4Custom ServicesDMF PackagesDual-write to DataverseSSRS + RDPElectronic Reporting (GER)Management ReporterPower BI EmbeddedXDS SecurityWorkflow ProvidersNumber SequencesSysOperation FrameworkLCS ProjectsAzure DevOpsDeployable PackagesModel Layers (FPK/USR/SYS)One Version Updates

Platform development (X++, AOT, extensions)

The core of any D365 F&O customization. Extensions over overlays, Chain of Command for methods, event handlers for form and table events — so every customization survives the next Microsoft One Version push.

  • X++ classes, methods, extension classes with Chain of Command (next() pattern) for safe method augmentation
  • Pre-event and post-event handlers on table, class, form, and data source events - registered via annotations
  • Table extensions and new tables - delete actions, relations, indexes, create/modify methods
  • Extended Data Types (EDTs), base enums and enum extensions, display methods with caching considerations
  • Forms (list pages, details master, simple list, simple details, workspace) with pattern application and extension
  • Form data source events - init, validateWrite, write, linkActive, activate - and field-level event handlers
  • Queries and query objects, ranges, joins, views, maps and composite query objects
  • Business logic classes using SysOperation framework - data contract, controller, service, UI builder
  • Number sequence setup - scope, parameters, NumberSeqApplicationModule extension, legal entity-specific references
  • Parameters and setup forms with unit-of-work patterns and cross-entity validation

Data entities, integrations & services

How F&O talks to the world. Data entities for integration-friendly schemas, custom services for low-latency calls, DMF for bulk loads.

  • Data entities - creation, field mapping to physical tables, staging tables, composite entities, union views
  • OData v4 endpoints exposed through data entities for master-data sync with external systems
  • Custom services with [SysEntryPointAttribute], service groups, endpoint registration, consumer integration contracts
  • REST and SOAP integration patterns, authentication via Azure AD bearer tokens and service-to-service auth
  • Data Management Framework (DMF) - import/export projects, source-to-target mapping, recurring integrations via Azure Storage
  • Dual-write setup with Dataverse - initial sync, table maps, fail-behavior config, environment-pairing strategy
  • Azure Service Bus messaging for async integrations, retries, and dead-letter queues
  • Inbound and outbound document integration via REST APIs and scheduled batch jobs
  • Power Automate connectors for F&O, including virtual entity scenarios
  • Custom integration framework with retry policies, idempotency keys, correlation IDs for audit traceability

Security, workflow & role design

The part that auditors look at. Role hierarchy, duty-to-privilege mapping, XDS for row-level security, and workflows that actually reflect approval authority.

  • Security role design - roles, duties, privileges, entry points with effective access granted
  • Segregation of duties rules - conflict detection, compensating control documentation
  • Extensible Data Security (XDS) policies - constrained tables, primary table relationships, context clauses
  • Record-level security for multi-legal-entity and sub-organizational data isolation
  • Audit trail configuration using Database Log (low volume) and Export to BYOD or Data Lake (high volume)
  • Workflow design - templates, approval chains, conditional decisions, parallel branches, auto actions
  • Custom workflow providers - line-item providers, hierarchy providers, conditional providers in X++
  • Workflow lifecycle events (submit, approve, reject, recall) with handler extensions
  • User access reporting and access-audit dashboards for SOX compliance reviews
  • Azure AD / Entra ID integration for SSO, MFA enforcement, and group-based role assignment

Reporting, analytics & BI

SSRS where it still fits, Electronic Reporting for statutory formats, Power BI for modern analytics on top of Data Lake exports.

  • SSRS reports - RDP (Report Data Provider) classes, Data Contracts, Controllers, UI Builders
  • Report design in Visual Studio with deployment to AOS, pre-compilation, and caching considerations
  • Print Management setup, original/copy handling, specific destinations per document type
  • Electronic Reporting (GER) - data model, model mapping, format designer for country-specific statutory reports
  • Financial Reports (Management Reporter replacement) - row and column definitions, reporting trees
  • Export to Data Lake (Synapse Link for Dataverse) or BYOD for warehouse analytics
  • Power BI embedded in F&O workspaces with aggregate measurements and analytical workspaces
  • Analytical workspaces with Power BI tiles, KPIs, entity store aggregates for performance
  • Excel workbook integration with Open in Excel, data-update patterns, and template management

Lifecycle Services, ALM & deployment

LCS plus Azure DevOps is the F&O DevOps story. Package builds, environment refreshes, deployable packages, and the runbook discipline that keeps sandbox and production in lockstep.

  • Lifecycle Services (LCS) project setup - environments, methodology, issue search, sub-pages
  • Model management - FPK / USR / SYS model layers, model groups, dependencies, reference models
  • Azure DevOps source control integration - branching strategy, gated check-ins, code review policies
  • Build pipeline configuration on LCS-hosted or Azure VM build agents, with X++ compilation + CIL generation
  • Release pipelines - deployable packages to Tier-1 dev, Tier-2 sandbox, UAT, and production environments
  • Database refresh between environments - sanitization scripts, PII masking, SharePoint/Azure backup restore
  • Production deploy flows - change request approvals, service updates, quality gates, rollback procedures
  • Performance tuning - Query Store analysis, Trace Parser, SQL indexes, batch server sizing
  • Monitoring and health checks - LCS environment monitoring, Azure AOS metrics, batch job failures alerts
  • Issue Search + Microsoft Support ticket workflow, hotfix application, and platform update management
faq

Common questions from Dynamics 365 leads

Both. Finance & Operations for enterprise-size ERP deployments (MB-500 + MB-310 + MB-330 + MB-700 on staff), Business Central for mid-market (MB-800 + MB-820). Customer Engagement apps (Sales, Customer Service, Field Service) run on Dataverse and share the Power Platform skill set - our PL-200 + PL-400 engineers handle those.

Yes - about half our F&O engagements start that way. First two weeks are a model-layer audit, extension hygiene review, LCS project review, and a focused deliverable from the backlog. If the previous partner left overlays instead of extensions, we'll flag the upgrade risk explicitly rather than quietly inheriting it.

Initial-sync strategy first - small tables pilot, validate table maps and conflict rules, then enable full sync with a cutover runbook. We own both sides (F&O table extensions for custom fields, Dataverse table maps for Customer Engagement parity) so the sync stays consistent when either side changes.

Electronic Reporting (GER) for statutory formats (country-specific tax filings, e-invoicing). Financial Reports (Management Reporter's replacement) for internal P&L, balance sheet, management reports. Power BI for cross-module analytics and dashboards. We set up all three when the business case calls for it.

BC runs AL, not X++. Different codebase, different ALM (App Source vs LCS). Our MB-820-holders develop custom AL extensions, work with the BC admin center, and integrate BC with Power Automate and Dataverse. BC mid-market deployments are a separate line of engagement from F&O.

A 2-week paid trial scoped to one concrete deliverable - an extension, an SSRS report, a data entity, a workflow, or an integration. If it works, we convert to monthly at $1,800-$2,400/engineer/month. F&O engineers carry a premium given the certification cost.
team credentials

Dynamics 365 certifications held by the team

Six role-based Microsoft credentials across F&O development, functional streams, Business Central, and Solution Architect — refreshed each Microsoft release cycle.

Microsoft Dynamics 365 Certifications

  • Microsoft Certified Associate — MB-500: Dynamics 365: Finance and Operations Apps Developer
    MB-500 · Associate
    Dynamics 365: Finance and Operations Apps Developer
  • Microsoft Certified Associate — MB-820: Dynamics 365: Business Central Developer
    MB-820 · Associate
    Dynamics 365: Business Central Developer
  • Microsoft Certified Associate — MB-310: Dynamics 365 Finance Functional Consultant
    MB-310 · Associate
    Dynamics 365 Finance Functional Consultant
  • Microsoft Certified Associate — MB-330: Dynamics 365 Supply Chain Management Functional Consultant
    MB-330 · Associate
    Dynamics 365 Supply Chain Management Functional Consultant
  • Microsoft Certified Associate — MB-800: Dynamics 365 Business Central Functional Consultant
    MB-800 · Associate
    Dynamics 365 Business Central Functional Consultant
  • Microsoft Certified Expert — MB-700: Dynamics 365: Finance and Operations Apps Solution Architect
    MB-700 · Expert
    Dynamics 365: Finance and Operations Apps Solution Architect
why SapotaCorp

Why teams pick us for Dynamics 365

Extensions, not overlays

Every customization ships as an extension — Chain of Command for methods, event handlers for forms, table extensions for fields. Your ISV upgrades stay clean and your LCS deploys don't break on the next One Version release.

F&O + BC under one team

Finance & Operations for enterprise ERP, Business Central for mid-market — same team covers both so you don't stitch two vendors together for Dataverse-aware work.

Dual-write wired correctly

Customer/product/vendor sync with Dataverse and Power Platform, with initial-sync strategy, conflict rules, and production cutover runbooks — not just 'flip the feature on'.

LCS + Azure DevOps ALM

Package pipelines, environment refresh strategies, DB sync discipline, and quality-gate builds that catch breaking-extension warnings before they hit sandbox.

dynamics 365 tech stack

The stack we work in

F&O platform

X++, AOT objects, forms (list pages, details, simple list), tables, views, maps, EDTs, enums, queries, classes, SysOperation framework.

Integration & data

Data entities, OData, custom services (SysEntryPoint), DMF packages, dual-write with Dataverse, batch jobs, Azure Service Bus, Power Automate connectors.

Security & workflow

Role-based security (roles, duties, privileges, entry points), Extensible Data Security (XDS) policies, workflow design, segregation of duties.

Reporting & DevOps

SSRS reports (RDP + Contract + Controller), Electronic Reporting (GER), Power BI embedded, LCS projects, Azure DevOps pipelines, deployable packages.

start a trial

Two weeks to prove the fit.

Paid trial scoped to a concrete F&O or BC deliverable — an extension, a data entity, a workflow, an SSRS report, or an integration.

Contact Us

(+84) 38 339 6560

Email

michael@sapotacorp.vn

Why work with us on Dynamics 365?

  • MB-500 + MB-700 + MB-310/330 + MB-800/820 credentials on staff
  • Extensions-only customization (no overlays), One Version-safe
  • LCS + Azure DevOps pipelines with quality gates
  • From $1,800/engineer/month, 2-week paid trial
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We build trust by delivering what we promise – the first time and every time!

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Contact Us

(+84) 38 339 6560

Email

michael@sapotacorp.vn

WhatsApp

(+84) 38 339 6560

Office

S-Building, 101 Huỳnh Tấn Phát, Hải Châu, Đà Nẵng

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S-Building, 101 Huỳnh Tấn Phát, Đà Nẵng (+84) 38 339 6560
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Contacts(+84) 38 339 6560michael@sapotacorp.vn
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