Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Dynamics 365 supports a wide range of business solutions. Different scenarios, across different industries, often use the same basic patterns.
In this set of articles, we've identified some of the patterns we've seen that admins and consultants have used to bring for Dynamics 365 solutions to life. Each article contains high-level procedures and links to docs and training.
In the list below, look for a scenario that's similar to what you need and then select the pattern to learn more.
We'll continue to add patterns over time in collaboration with the Dynamics 365 community. Learn more about contributions to patterns at Contribute to Dynamics 365 guidance content.
Established patterns in business processes
The following table lists the already established patterns in the business process catalog.
| Area | Pattern |
|---|---|
| Manage project delivery | Pattern for entering project expenses using the Dynamics 365 expense management mobile app |
| Manage project financials | Adjust project transactions |
| Analyze project performance | Pattern for analyze actuals versus budget |
| Customer credit limits | Manually set and check customer credit limits |
| Customer credit limits | Set customer credit limits for a group of customers |
Established patterns in implementation stages
The following table lists the already established patterns in the initiate and implement stages of any implementation project.
| Area | Pattern |
|---|---|
| Data migration | Migrate inventory costing data |
| Solution design | Create a functional and technical design document |