Automate Your D365 F&O
Configuration Process

Transform complex Dynamics 365 Finance & Operations configurations into automated, AI-driven workflows. Upload requirements, get intelligent analysis, and execute configurations with enterprise-grade precision.

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Recent Projects

Longhorn Window Company

Longhorn Window Company
Updated Dec 17
draft

Sample Project

F&O implementation

Microsoft Customer
Updated Sep 23
draft

DAX Corporate USA

Creating DAX US using Copilot

DAXUS
Updated Sep 23
draft

Brew Bean

BrewBean Roasters, a rapidly growing specialty coffee company, partnered with us to implement Dynamics 365 Finance to support their expansion. Leveraging the D365 Configuration Agent, we streamlined the setup of General Ledger and Accounts Payable by uploading discovery workshop transcripts directly into the tool. The agent analyzed the input, identified configuration gaps, and guided us through best-practice setup — enabling rapid testing and accelerating time to value.

BrewBean
Updated Sep 20
draft

BrewBean

BrewBean Roasters is a specialty coffee company with 50 locations and growing. They chose Dynamics 365 Finance to scale their operations — and I’m their implementation consultant

BrewBean Roasters
Updated Sep 20
draft

How ConfigPilot Works

STEP 1

Select Modules

Define your D365 F&O configuration project and select target modules

STEP 2

Upload Requirements

Upload business requirements documents for AI analysis

STEP 3

Resolve Gaps

Our AI identifies configuration gaps and you provide missing information

STEP 4

Generate Plan

Receive detailed step-by-step configuration instructions

STEP 5

Execute & Monitor

Run automated configuration scripts with real-time tracking

STEP 6

Get Runbook

Get comprehensive audit logs and runbook documentation

Enterprise Features

AI-Powered Analysis

Advanced AI analyzes your requirements and identifies optimal configuration paths

Module Dependencies

Automatic dependency management ensures correct module configuration order

Automated Execution

Optional UI automation executes configuration steps with Playwright agents

Comprehensive Auditing

Complete audit trails and runbook generation for compliance and documentation

Latest Updates

Version 2.1 Released

feature

Enhanced AI requirements extraction with 40% improved accuracy

December 15, 2024

New Industry Pack: Healthcare

template

Pre-configured templates for healthcare and life sciences organizations

December 10, 2024

Playwright Integration Beta

beta

UI automation for configuration execution now in beta testing

December 5, 2024

Ready to Transform Your D365 Implementations?

Join leading solution architects and consultants who are accelerating their D365 F&O configuration workflows with AI automation.