Technical delivery on a 200+ user D365 Finance & Operations insurance go-live
Delivered upgrade-safe X++ customizations, DMF data migration and KPI reporting on an enterprise Dynamics 365 F&O implementation for a leading East African insurance group.
- Client
- A leading East African insurance group
- Industry
- Insurance / Financial services
- Stack
- Dynamics 365 F&O · X++ · Chain of Command · Data Management Framework · SSRS · Power BI · Azure DevOps · LCS
Real engagement, delivered as a D365 F&O developer at Impax Business Solutions. The client is anonymized for confidentiality — pending owner approval before naming.
The context
A leading East African insurance group was implementing Microsoft Dynamics 365 Finance & Operations as its core enterprise ERP, serving 200–1,000 users across finance and operations. The rollout spanned six core modules: General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets, Inventory, and Procurement & Sourcing.
The problem
Standard D365 F&O rarely matches exactly how an insurer runs its finance and operations. The business needed custom behaviour, clean data migrated from legacy systems, and trustworthy reporting for finance, claims and underwriting — all delivered without compromising Microsoft’s continuous upgrade path.
The approach
As part of the technical team, I delivered components across the full lifecycle — build, test, UAT and hypercare:
- Upgrade-safe customizations. Designed and developed custom AOT elements — tables, forms, classes, data entities, and table/form extensions — in X++ using the Chain of Command pattern, extending standard F&O behaviour without breaking upgrade paths.
- Data migration. Configured Data Management Framework (DMF) projects to migrate master data and historical transactions from legacy systems during cutover.
- Reporting. Built SSRS and Power BI reports surfacing financial and operational KPIs for finance, claims and underwriting teams.
- Requirements to specs. Translated business requirements into technical specifications alongside senior architects.
- Stabilization. Resolved post-go-live defects and tuned performance of high-volume transactional workflows in production.
The stack
Dynamics 365 Finance & Operations, X++ with the extension framework and Chain of Command, Data Management Framework, SSRS, Power BI, Azure DevOps and Lifecycle Services (LCS).
The result
The implementation went live to 200+ users across six core modules, with upgrade-safe customizations, migrated master and historical data, and near real-time KPI visibility for finance, claims and underwriting. Post-go-live, high-volume transactional workflows were stabilized and tuned for production load.