Alturate is a senior-led specialist practice for Microsoft Dynamics 365 Finance & Operations. We help mid-market manufacturers and distributors migrate to Microsoft Fabric, prepare their ERP data for Copilot, and ship working AI agents in Copilot Studio — fixed price, fast, architect-led from kickoff to handover.
If you run Dynamics 365 Finance & Operations, two events are converging right now. Most teams have a plan for one. Almost no one has a plan for both.
Microsoft is deprecating Export to Data Lake for D365 F&O. Every customer still on it needs to migrate to Fabric Link or Synapse Link — and the architecture decision you make here drives the next five years of reporting.
The D365 ERP MCP server and Copilot Studio agents for Finance & Operations went live in 2026. Your CEO has noticed. Your CFO is being asked for an "AI strategy" with ROI numbers — and Copilot only works if your master data is clean.
Refresh times are creeping up. Reports lag 24 hours behind reality. Finance closes are slower than they should be. The root cause is almost always the data layer — and the fix is almost always Fabric, done correctly.
Duplicate vendors. Missing item fields. Inconsistent financial dimensions. Every Copilot pilot that fails, fails here first. Before you spend $200K on an agent rollout, you need to know what your data will actually support.
The big partners are aiming at enterprise. Body shops are racing to the bottom. Mid-market D365 F&O customers get stuck in between. That's the gap we built for.
Senior techno-functional architect. X++, integrations, Fabric, Power BI, Copilot Studio — all in one head, not split across a team.
3-week written roadmap covering Fabric migration, data readiness, and a prioritized Copilot use-case shortlist. You own the report regardless of next steps.
No 12-month contracts to start. Every engagement begins with a defined scope and a clear deliverable. Expand only when the work earns it.
Built inside a live manufacturing F&O environment. We know what BOMs, production planning, financial dimensions, and month-end actually look like in the wild.
Every engagement starts with the Readiness Assessment. From there, you pick the next step — Fabric migration, data remediation, an AI agent pilot, or an X++ enhancement project. No 12-month contracts to begin.
3-week senior-led audit of your D365 F&O environment, data layer, and Copilot readiness. You get a written 30–50 page roadmap and an executive readout for your CFO/CIO.
Migrate off Export to Data Lake before retirement. Stand up Fabric Link or Synapse Link, rebuild your top reports in Power BI Direct Lake mode, and train your BI team.
Pick one real use case — vendor inquiry, period-close assistant, or sales-order status. We build it in Copilot Studio against the D365 ERP MCP server, with ROI measurement.
Custom X++ development — new functionality, system enhancements, and the technical integration layer that connects your ERP to Copilot Studio agents and external systems.
We work specifically with companies running Microsoft Dynamics 365 Finance & Operations — typically 200–1,500 employees, $75M–$500M revenue. We don't try to be everything to everyone.
Production planning, BOMs, financial dimensions, costing. We've worked inside a live manufacturing F&O environment for years — we know the real pain points behind the documentation.
Multi-warehouse inventory, vendor management, AP/AR at scale, complex pricing rules. The reporting layer matters more here than anywhere — and it's usually where Fabric pays for itself first.
Lot tracking, expiration dates, recipe management, regulatory reporting. High data-quality stakes, high audit pressure — and exactly the kind of environment where AI agents can deliver real ROI.
No 12-month contracts to start. Every engagement begins with a fixed-price assessment. You own the roadmap. You decide what happens next.
Tell us about your D365 F&O environment, your reporting setup, and what your CFO is asking about. We'll tell you honestly whether an assessment makes sense for you.
Senior-led audit of your environment, data layer, and Copilot readiness. You receive a 30–50 page written roadmap and a 90-minute executive readout for your CFO/CIO.
Fabric migration, master data remediation, an AI agent pilot, or nothing at all. The roadmap is yours regardless. We're happy to be a one-engagement partner.
18 questions across master data quality, Copilot licensing, AI agent configuration, user adoption, security & governance, and ROI readiness. You get a personalized score, a category breakdown, and your top 3 priority fixes — emailed to you in under 10 minutes. No sales call required.