D365 Solution Design: Trusting Thyself in a Pit of Conniving Partners
Microsoft Dynamics 365 Finance and Operations (D365) is a robust enterprise resource planning (ERP) solution that empowers businesses to manage their financials, supply chain, and operations efficiently. However, customizing D365 to meet specific business requirements can often lead to invasive solutions proposed by ERP partners seeking to maximize billable hours. In this article, we will explore a more client-centric approach to a common customization scenario – the automatic assignment of priority to sales orders based on customer ABC codes. The Business Challenge: A business wishes to automate the assignment of priority to sales orders based on the ABC codes associated with customer accounts. The ABC codes categorize customers according to their spend and frequency, providing a basis for determining order priority. The challenge lies in implementing this customization in a way that minim...