Services

Dynamics 365 F&O Consulting Services

Helping design, integrate, and optimize Microsoft Dynamics 365 Finance & Operations solutions with confidence and precision. Whether you’re a startup or a global enterprise, I offer freelance consulting to ensure your Dynamics 365 implementation is architected and customized for success.

Dynamics 365 Finance & Operations (D365 F&O) is a cloud-based ERP solution tailored for enterprises with complex financial and operational needs, comprising core Finance and Supply Chain Management applications.

With 15+ years of hands-on experience (and as a Microsoft Business Applications MVP since 2020), I specialize in solving complex business challenges using Microsoft’s Business Applications stack.

About Me

Dynamics 365 F&O consulting

My name is Adrià Ariste Santacreu. I’m a Microsoft Dynamics 365 F&O developer and technical architect with over 15 years of experience in global implementations.

I am honored to be recognized as a Microsoft Most Valuable Professional (MVP) – a prestigious award that Microsoft gives to community leaders for exceptional technical expertise and knowledge.

Likewise, I hold multiple certifications across Dynamics 365, Power Platform, and Azure, and I’m passionate about designing well-architected systems that meet real business needs. I’ve worked to deliver Dynamics 365 F&O solutions that are scalable, integrated, and tailored to organizations around the world.

I also share my expertise through blogging and open-source contributions, which reflects my commitment to the Dynamics 365 community.

Dynamics 365 F&O Development & Customization

I provide end-to-end development services for Dynamics 365 Finance & Operations, ensuring that customizations are robust, performance-optimized, and aligned with Microsoft’s best practices. D365 F&O is highly customizable via X++ (the platform’s native language), and my in-depth development experience allows me to extend the system without compromising stability or upgradability.

My development and architecture services include:

  • Custom X++ Development: Implementing new features or modifications in Dynamics 365 F&O using X++, following clean architecture and coding standards. I ensure that customizations meet your business requirements while remaining compatible with continuous updates.
  • Environment Planning: Planning your sandbox and production environments to make efficient use of Tier-2+ environments for testing and UAT.
  • Electronic Reporting (ER/GER) Configuration: Setting up and customizing Electronic Reporting (also known as Generic Electronic Reporting) for regulatory reports and electronic documents. ER is a no-code/low-code tool in D365 F&O that allows the creation of formats for outbound documents and inbound data processing to meet compliance requirements. I configure payment formats, tax reports, and other regulatory reports using ER so that your finance team can generate compliant reports with ease.
  • Solution Design Reviews: Conducting architecture and design reviews of your F&O solution to ensure it follows best practices and meets your business goals. I can audit existing customizations, integrations, and security configurations, providing recommendations to improve performance, maintainability, and security.

Power Platform Integration with Dynamics 365

Integrating Dynamics 365 F&O with the Microsoft Power Platform unlocks tremendous value by combining ERP data with low-code apps and automations. In fact, coupling the Power Platform with D365 F&O opens new opportunities for customized applications, improved business insights, and operational efficiency.

D365 F&O seamlessly integrates within the broader Microsoft ecosystem (including Power Apps, Power Automate, and Azure services) due to its common Dataverse platform, and I help you bridge Dynamics 365 with Power Platform components in the following ways:

  • Dataverse Integration & Administration: Configuring Microsoft Dataverse (the common data platform) and enabling the Power Platform Integration for your F&O environment. This includes linking Dynamics 365 F&O with a Dataverse environment via Microsoft Lifecycle Services, managing Dataverse security roles, and ensuring data is structured for use in Power Apps and other Dynamics 365 customer engagement apps.
  • Dual-Write Setup: Setting up and fine-tuning dual-write, an out-of-box infrastructure that provides near real-time, bidirectional data synchronization between Dynamics 365 F&O and customer engagement apps in Dataverse. Dual-write ensures that data changes in finance and operations apps automatically flow to Dataverse and vice versa, giving your organization a unified view of customers, products, and transactions across ERP and CRM. I configure dual-write entity mappings and troubleshoot any integration issues so that your systems operate in lockstep.
  • Power Apps & Power Automate Solutions: Building Power Apps (both canvas and model-driven apps) that extend Dynamics 365 F&O data and functionality to your end users in user-friendly interfaces. For instance, I can create a canvas app for shop floor workers to input production data that writes back to F&O, or a model-driven app for sales teams to view financial inventory data. I also design Power Automate flows to automate processes (e.g. approval workflows, data sync, notifications) across Dynamics 365 and other systems. By using Power Platform tools, we can often deliver lightweight extensions or integrations much faster with low-code solutions, increasing productivity and user adoption.
  • Virtual Entities & Business Events: Where appropriate, I implement Dataverse Virtual Entities (virtual tables) so that Power Platform components can read/write F&O data in real-time without full data replication. This is useful for scenarios like Power Apps that need to display finance data on demand, reducing duplication of data. I also utilize Dynamics 365 F&O Business Events to trigger external processes (for example, sending a message when an invoice is posted) and integrate those with Power Automate or Azure messaging services for a reactive, event-driven architecture.

Azure DevOps & Dynamics 365 ALM Strategy

Application Lifecycle Management (ALM) is critical to succeeding with Dynamics 365 projects. I provide guidance on establishing a solid ALM process using Azure DevOps—including source control, branching strategies, build automation, and release management—tailored for Dynamics 365 F&O deployments.

Microsoft recommends using Azure DevOps to manage work items, version control, automated builds, and release pipelines for Dynamics 365 applications. With my help, you can streamline development and deployments, reduce errors, and improve team collaboration. My services in this area include:

  • Branching & Source Control Best Practices: Setting up Azure DevOps Git repositories (or TFVC if needed) for your F&O codebase and implementing a branching strategy that fits your team. Often a simple three-branch model is effective: a Dev branch for daily development, a Test/UAT branch for integrating and testing changes, and a Release branch for production-ready code. I’ll help configure permissions and policies (like code review requirements and build validations) to ensure quality code reaches production. Using proper version control and branching minimizes merge conflicts and enables multiple developers to work in parallel smoothly.
  • Continuous Integration/Continuous Delivery (CI/CD) Pipelines: Designing and implementing Azure DevOps pipelines for automated builds and deployments of Dynamics 365 F&O packages. This includes setting up build agents (cloud-hosted or on-premises) that can compile X++ code and produce deployable packages, as well as release pipelines that deploy those packages to sandbox environments and ultimately to production. I configure pipelines to automatically trigger on code check-in, run automated tests (if applicable), and publish artifacts. With CI/CD in place, you get faster and more reliable deployments, reducing manual effort and human error in the release process.
  • End-to-End ALM Guidance: Providing end-to-end ALM planning to manage your Dynamics 365 application lifecycle from development to testing to production. This covers using Microsoft’s Lifecycle Services (LCS) with Azure DevOps for environment management, asset library management, and issue tracking. I can help set up Build VMs or Build Agents, configure automated unit testing, and establish processes for continuous updates (applying Microsoft’s monthly updates in a controlled manner). By adopting a robust ALM strategy, you improve the quality and repeatability of deployments, enhance system stability, and simplify future upgrades.
  • DevOps Training & Dev Practices: I also offer training for your development team on Azure DevOps usage, branching workflows, and best practices specific to Dynamics 365 F&O (for example, how to use feature flags properly or how to serialize and deploy packages). Additionally, I can assist with setting up Azure Boards for work item tracking linked to your code repo and integrating test plans or automated tests for regression testing. The goal is to foster a DevOps culture where every code change is tracked, reviewed, tested, and delivered systematically.

Advanced Data & Integration Architecture

Modern enterprises often need to integrate Dynamics 365 F&O with other systems and leverage the rich data for analytics. As a technical architect, I design scalable integration architectures and data solutions so you can get the most out of your ERP data. My services include:

  • Analytics & Data Lake Integration: Configuring Azure Synapse Link and Azure Data Lake Storage for Dynamics 365 F&O to enable advanced analytics and reporting. Azure Synapse Link for Dataverse allows continuous export of Finance & Operations data into Azure Synapse Analytics and Data Lake Gen2 in near real-time. I set up Synapse Link so that your F&O data (both standard and custom tables) is replicated to a data lake in Common Data Model format, where it can be analyzed with tools like Azure Synapse, Power BI, or Azure Machine Learning. This provides you with up-to-date data for business intelligence reporting without impacting the operational system. I ensure the right data is chosen for export, performance is optimized, and security is maintained on the data lake.
  • Custom Web Services (REST/OData): Designing and implementing custom web API services for Dynamics 365 F&O to facilitate integration with external applications. I can develop custom RESTful endpoints or utilize the built-in OData services to expose specific data entities securely to outside systems. For example, if you need to integrate with an e-commerce platform or a custom legacy system, I will create web services that allow those systems to pull or push data to F&O in a controlled manner. This includes working with OAuth 2.0 authentication (Azure Active Directory), data contracts, and any necessary transformation or logic within the services. Well-designed web APIs enable real-time integration and a service-oriented architecture around Dynamics 365.
  • Scalable Integration Design: Crafting an integration architecture that can handle large volumes and complex workflows. Depending on your needs, I might recommend a message-based integration using Azure Service Bus or Event Grid combined with Dynamics 365 Business Events to decouple systems and improve reliability. I also design data integration using Data Management (recurring data jobs, if appropriate for batch scenarios) or Azure Logic Apps/Power Automate for workflow-centric integrations. I aim to ensure data flows smoothly between Dynamics 365 and other systems (like CRM, HR, or third-party apps) with robust error handling and monitoring. I document the integration design and provide guidance on maintenance so your IT team can confidently manage it going forward.
  • Data Governance & Security: Alongside integration and data projects, I help define data governance practices for your Dynamics 365 F&O system. This involves setting up proper security roles and field security for any exposed data, compliance with GDPR or other regulations for data handling, and strategies for master data management (for example, if using dual-write, deciding which system is the master for particular data domains). By paying attention to governance, we ensure that your integrations and data architecture comply with IT policies and that sensitive information is protected across all connected systems.

Ready to Get Started?

If you are looking for Dynamics 365 F&O consulting services from a seasoned expert who can work as an extension of your team, let’s talk! I’m available to engage with clients globally (communication in English) and help you achieve success in your Dynamics 365 Finance & Operations projects. Please don’t hesitate to reach out via the contact form below to discuss your needs, ask any questions, or schedule a consultation. I look forward to helping you leverage Dynamics 365 F&O and the Power Platform to their full potential—with confidence and precision.

Send me a message, and let’s start building the solution you need to drive your business forward!