Free Microsoft Dynamics tools
79 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
D365 Finance and Supply Chain Functional Design Document Template
A fill-in functional design document for a D365 F&O gap, covering requirement, process, data, security and test approach, with sign-off lines.
D365 Finance and Supply Chain Cutover Plan Template
A cutover runbook skeleton for a D365 F&O go-live: freeze, extraction, load, validation, go/no-go and rollback, with sign-off lines.
D365 Finance and Supply Chain Change Request Form Template
A change request form for D365 projects and production support with impact on scope, effort, security, data and testing, plus approval lines.
D365 Fit-Gap Analysis Document Template
A fill-in fit-gap document for D365 projects covering scope, requirement rows, fit classification, gap approach, effort and sign-off.
Business Central Implementation Statement of Work Template
A fill-in SOW for Business Central projects covering scope, phases, deliverables, assumptions, change control and acceptance.
Business Central Functional Design Document Template
Document a Business Central customisation, report or integration with requirement, standard behaviour, gap, design, test and sign-off sections.
Business Central User Acceptance Test Script Template
A UAT script for Business Central processes such as order to cash and purchase to pay, with steps, expected results and sign-off.
Business Central Go-Live Cutover Plan Template
A cutover runbook for moving to Business Central: freeze, extract, load, reconcile, go/no-go decision, hypercare and rollback.
Business Central User Access Request Form Template
A fill-in form that records who needs access, which license, role center and permission sets, and who approved it.
GP to Business Central Cutover Runbook Template
A fill-in cutover runbook for moving a Dynamics GP company to Business Central: freeze window, final extracts, opening balances, go/no-go and rollback.
Dynamics AX 2012 Retirement Project Charter Template
A one-to-two page charter for getting executive approval to retire or replace Dynamics AX 2012, with scope, drivers, risks and sign-offs.
GP to Business Central Partner RFP Letter Template
A request-for-proposal letter that tells Microsoft partners what you run in GP and what you need quoted, so quotes can be compared.
Worksheets
D365 Data Management Import Worksheet Template
Track every D365 DMF import by entity, sequence, legal entity, rows loaded and errors, with an automatic error rate for cutover reporting.
D365 Security Role Design Worksheet
Map job functions to custom security roles, duties, data restrictions and segregation-of-duties conflicts, with a risk score per role for review.
D365 Finance and Supply Chain Fit-Gap Analysis Worksheet
An editable fit-gap register that totals gap hours and cost by fit type, so you can see the true size of customization before you commit.
D365 Finance and Supply Chain Data Migration Mapping Worksheet
An editable source-to-target field mapping sheet with transformation rule, owner and load status for D365 F&O data migration.
D365 Finance and Supply Chain UAT Test Case Worksheet
An editable UAT tracker with process area, scenario, expected result, tester, result and defect reference, with pass-rate totals.
D365 Finance and Supply Chain Integration Interface Register
An editable interface inventory for D365 F&O with pattern, direction, frequency, volume and owner, summing daily message volume.
D365 Trade Agreement Price and Margin Worksheet
Plan sales price lines and trade discounts per item, see the net price, extended revenue and margin, and export the worksheet to Excel.
D365 F&O Fit Gap Analysis Worksheet
Editable fit gap worksheet that records requirements, responses, effort and cost with running totals.
Business Central Configuration Package Worksheet
Plan the tables, load sequence and expected error counts for Business Central RapidStart configuration packages before you import.
Business Central Permission Set Design Worksheet
Map roles to objects and permission levels before you build permission sets, and flag segregation of duties risks early.
Business Central Posting Groups Setup Worksheet
Map general business and product posting groups to the G/L accounts they should post to before you configure General Posting Setup.
Business Central Data Migration Field Mapping Worksheet
Map every legacy source field to a Business Central table and field, record the transformation rule and volume, and see how much data is ready to load.
Business Central Chart of Accounts Mapping Worksheet
Map legacy accounts to Business Central G/L accounts, flag account types and direct posting, and reconcile opening balances to zero variance.
Business Central Routing and Production BOM Cost Worksheet
Plan routing operations with setup time, run time, lot size and work center rate, and see operation cost per unit before you set up routings in BC.
Business Central Implementation Estimate Worksheet
Edit rows for each functional area, enter days per phase and a rate, and get total days, cost and a contingency-adjusted budget.
Dynamics GP Chart of Accounts Mapping Worksheet
Editable worksheet mapping segmented GP accounts to a target chart of accounts and dimension values, with balance tracking.
Dynamics AX Customization Inventory Worksheet
Editable inventory of AX customizations with layer, disposition and rework estimate per object, totaled for upgrade planning.
GP Third-Party Add-On Inventory Worksheet
List every ISV product and custom dictionary in your GP install with maintenance cost and a disposition, then see the total migration effort.
GP Cutover Open Balances Reconciliation Worksheet
Compare GP and target-system balances for AR, AP, inventory, GL and open orders, calculate variance and track who signed off each line.
AX 2012 to D365 Data Entity Mapping Worksheet
Plan each AX 2012 data object, its D365 data entity, load sequence, record count and owner in one editable migration sheet.
GP and AX User Role to Business Central Permission Mapping Worksheet
List each legacy security role, the tasks it covers, how many users hold it and the target permission set, with a segregation-of-duties check.
Calculators and simulators
D365 Finance and Supply Chain Implementation Effort Estimator
A rough-order estimate of D365 F&O implementation hours and cost from modules, legal entities, integrations, extensions, migration objects and reports.
D365 Finance and Supply Chain License Cost Calculator
Estimate monthly, annual and term cost for D365 Finance and Supply Chain users, including attach licenses, team members and discount.
D365 Batch Job Window and Runtime Calculator
Estimate how long a D365 F&O batch job will take for a given record volume and thread count, and whether it fits the nightly window.
D365 Standard Cost Rollup Calculator
Check a standard cost for one manufactured item, from material and scrap through setup, run time and overhead, and see how lot size moves it.
D365 Item Coverage Min Max and Safety Stock Calculator
Compute reorder point style minimum, maximum and safety stock values to enter on D365 item coverage, using demand variability and service level.
D365 Production Order Cost Variance Calculator
Break a production order variance into material price, material usage, labor rate and labor efficiency so you can see the real driver.
D365 Data Migration Cutover Duration Calculator
Estimate how many hours your D365 go-live data load will take, including rework and reconciliation, and whether it fits the cutover window.
Business Central License Cost Calculator
Estimate Business Central monthly and annual subscription cost from your user mix and your own price per user, with a chart of cost growth.
Business Central SaaS vs On-Premises TCO Calculator
Model subscription, licensing, infrastructure, admin time and upgrade effort for BC online versus on-premises over 1 to 10 years.
Business Central Licensing Cost Calculator
Enter user counts and your per-user prices to see monthly and annual Business Central subscription cost with an optional discount.
AX 2012 to D365 Finance and Operations Upgrade Effort Estimator
Bottom-up hours, cost and duration estimate for an AX 2012 to Dynamics 365 Finance and Operations upgrade.
Dynamics GP Unsupported Risk Exposure Calculator
Adds up support fees, compensating controls, manual workarounds and expected incident loss to show what another year on Dynamics GP really costs.
GP to Business Central Licence Cost Calculator
Turns your GP full and limited user counts into a Business Central subscription estimate and compares it with what you pay for GP today.
AX 2012 Customization Remediation Effort Calculator
Converts counts of overlayered objects, custom reports, integrations and ISV modules into hours, cost and calendar weeks for D365 Finance and Operations remediation.
Reference tables
D365 F&O Manufacturing Data Entities Reference
A searchable list of the data entities consultants reach for first when loading or integrating manufacturing data in D365 F&O, with the area, purpose and import notes.
D365 Production Order Status Reference
A searchable table of production order statuses and the process steps between them, with what each status allows and what to check before moving on.
D365 F&O Inventory Dimensions Reference
Lookup table of the product, storage and tracking inventory dimensions in D365 F&O and the dimension group flags that control them.
D365 F&O Order and Inventory Transaction Status Reference
Searchable list of status and document status values for sales, purchase and transfer orders and inventory transactions in D365 F&O.
D365 F&O Data Migration Load Sequence Reference
Dependency-ordered list of the master, setup and transactional data areas to load when migrating to D365 F&O.
Business Central Production Order Status Reference
Look up what each Business Central production order status allows, how to change status, and how flushing methods consume components.
Business Central Core Table Numbers Reference
Look up the base application table number and name for ledger entries, documents, master data and manufacturing objects in Business Central and NAV.
Business Central Item Setup Options Reference
Plain-language meaning of the item card options in Business Central that drive costing and planning, with guidance on when each fits.
Dynamics GP SQL Table Reference (IV00101, SOP10100, POP10100)
Searchable reference of common Dynamics GP tables with module, purpose and work, open or history status.
Dynamics GP Work, Open and History Table Map
A searchable list of Dynamics GP tables grouped by lifecycle: master, work, open and history, so you know where a transaction lives at each stage.
AX 2012 Table to D365 Data Entity Reference
Look up the D365 F&O data entity and OData collection that corresponds to a Dynamics AX 2012 table when planning data migration.
Code and query generators
D365 F&O OData URL Builder
Fill in your environment, entity and query options to get a correctly formed D365 F&O OData request and a sample OAuth token call.
D365 F&O X++ Select Statement Generator
Fill in a table, a filter field and a value to produce a while select, a Query API version and a set-based update_recordset in X++.
D365 F&O Chain of Command Extension Generator
Produces X++ skeletons for chain of command class extensions, table data event handlers and a form extension handler.
Business Central API v2.0 URL Builder
Generate correct Business Central API v2.0 endpoints, OData query strings, the OAuth token request and a test call for SaaS or on-premises.
Business Central On-Premises Extension Deploy PowerShell Generator
Creates the PowerShell sequence to publish, sync, install or upgrade a Business Central extension on an on-premises server instance.
GP Open Transactions SQL Query Generator
Build read-only SQL for open SOP orders, open RM receivables and open PM payables in a GP company database for migration extracts.
Dynamics GP SQL AR Aging Query Generator
Generate a read-only SQL aging report from GP open receivables, with your own as-of date and bucket sizes.
Dynamics GP Inventory On-Hand by Site SQL Generator
Generate a read-only SQL query that lists item quantities and value by site from IV00101 and IV00102.
Dynamics GP SQL Trial Balance Query Generator
Build a read-only trial balance by account for a chosen fiscal year and period from the GP summary tables.
D365 Finance and Operations OData URL and Token Request Builder
Generate the OData request and OAuth token call to read data entities from D365 F&O during an AX migration or validation.
Checklists
D365 Batch Job Checklist
A practical checklist to design, review and monitor batch jobs in D365 F&O, covering batch groups, recurrence, alerts, cleanup jobs and go-live checks.
D365 Master Planning Setup Checklist
A step-by-step checklist for configuring and validating master planning in D365 Supply Chain Management, from parameters to a trustworthy planning run.
D365 One Version Update Test Checklist
A repeatable checklist for testing each Dynamics 365 service update in a sandbox before production, including regression, extensions, integrations and rollback readiness.
D365 F&O Go-Live Cutover Readiness Checklist
Checklist of data, environment, integration, user and support items to confirm before a D365 Finance and Supply Chain go-live.
Business Central Year-End Close Checklist
Work through preparation, subledger, inventory, closing and post-close steps for a clean Business Central fiscal year end.
Business Central Go-Live Readiness Checklist
A cutover checklist for Business Central implementations covering opening balances, setup, security, integrations, training and fallback.
Dynamics GP Year-End Close Checklist
A step-by-step checklist for closing a fiscal year in Dynamics GP, from subledger reconciliation to final backup and sign-off.
Teams Incoming Webhook to Workflows Migration Checklist
Checklist for replacing legacy Teams connector webhooks with Workflows based webhooks in ERP and monitoring integrations.
Assessments
D365 F&O Implementation Health Assessment
Ten-question self-assessment of customization load, update discipline, security, data quality and reporting for a D365 F&O environment.
Dynamics GP End of Support Migration Assessment
Ten-question readiness score for Dynamics GP customers who need a decision on what comes after GP.
Dynamics GP Third-Party Add-On Dependency Assessment
Answer ten questions to score how much ISV add-ons, custom code and integrations will complicate a move off GP or AX.