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Finance | Project Operations, Human Resources, ...
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How can we customise D365 F&O ?

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can we customise D365 Finance and operations according to our company like we do in sales module using power apps and power automate to automate our workflow, or it is a an erp system we cannot customise. and how we can integrate Finance application with our Microsoft dynamics 365 Sales.

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  • Suggested answer
    YY Lim Profile Picture
    960 on at
    RE: How can we customise D365 F&O ?

    Hi,

    It depends what you are referring on customization here. If you would like to automate some workflow (non FO workflow) on power automate, such as expense approval and etc. You can do it with power automate/business event.

    However, if you would like to customize the solution to fill the gap of the requirement, you would need to have visual studio development VM with Dynamics SDK (cloud hosted VM (easier and better) or VHD).

    For integration of D365 FO and D365 Sales/CE, there is an out of the box dual write, not always the best but it depends on your business scenario, you could build something custom integration as well of course.

    Dual Write: docs.microsoft.com/.../dual-write-overview

    Integration: docs.microsoft.com/.../integration-overview

    You would need to consider licensing as well such as Dynamics FO license will give you premium connector on PA, Dataverse with dynamics apps and etc.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    18,373 Most Valuable Professional on at
    RE: How can we customise D365 F&O ?

    Hi,

    Yes you can customize D365FO. By to use the Power Platform objects,  now it is even easier. It is like low code- no code.

    Rather than that,  You can use X++ in VS.

  • Suggested answer
    Komi Siabi Profile Picture
    13,032 Most Valuable Professional on at
    RE: How can we customise D365 F&O ?

    Hi , 

    Yes, D365FO can be customized using Visual studio environment. When you deploy D365fo, the development environment comes with a preset visual studio with FO objects. You can extends existing objects and create new ones in your development environment. The programming language used is X++. 

    Here is an introduction to development in D365fo.

    docs.microsoft.com/.../developer-home-page

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