In the world of Dynamics 365 Finance & Operations (D365 F&O), automation requests often come with layers of complexity—multiple legal entities, hourly jobs, custom exports, data model extensions, SharePoint or SFTP integrations, and more. Normally, delivering such a solution requires a blend of X++ development, batch job configuration, Logic Apps, data management frameworks, and weeks of testing.
Recently, Reach received a client request that perfectly fits that category: Automate the entire Trial Balance (TB) snapshot and integration process across multiple legal entities in D365 F&O, ensuring full scalability. What happened next surprised us.
The Original Requirements
The client’s expectations were extensive and detailed. Here’s what the automation needed to achieve:
1. Process Automation
- Automatically generate Trial Balance snapshots using the appropriate data entity
- Frequency: Hourly
- Coverage: All required legal entities
2. Custom TB Snapshot Export
Each export must include:
- Ledger account number
- Ledger account name
- Ending balance
3. Recurring Export Jobs
- Export Current period and Previous period snapshots
- Output: Two files per legal entity
4. Dynamic File Naming
- File names must include:
- Legal Entity identifier
- Period identifier
- Timestamp
5. Data Model Extensions
- Extend LedgerTrialBalanceSnapshot to include:
- Main account name
- Any other required fields
- Use Logic Apps (or equivalent) to securely transmit exported files from D365 F&O to SharePoint or SFTP.
7. End-to-End Validation
- Functional testing
- Integration testing
- Deployment across TEST → UAT → PROD
Traditional Approach: 40+ Hours of Work
To meet these requirements using conventional D365 F&O tools and development, we would typically rely on:
- 24 scheduled process automations to create hourly TB snapshots
- X++ extensions to update the LedgerTrialBalanceSnapshot entity
- Manual configuration of multiple recurring Data Management export jobs
- Filtering logic and queries to select the correct periods
- Logic Apps to monitor DMF queues, rename files dynamically, and push them to SharePoint/SFTP
- Multiple deployment cycles and environment-specific setups.
Estimated effort: 40+ hours, not counting unexpected adjustments.
Enter Dynamics 365 ERP MCP Server — The Game Changer
We have heard about the power of the Dynamics 365 ERP MCP server, but we hadn’t yet applied it to a real-world scenario of this scale.
Within a few hours of working with the Dynamics 365 ERP MCP Server-driven Agent, we realized something remarkable:
This entire solution could be automated—without building dozens of recurring jobs, writing X++, or orchestrating Logic Apps manually.
By leveraging the Dynamics 365 ERP MCP Server:
- The Agent had direct access to the Trial Balance structures
- It understood ranges, filters, and balance calculations
- It dynamically generated exports
- It handled naming conventions automatically
- It pushed data where needed
- And, most importantly, it scaled effortlessly across legal entities.
All we needed was:
- Knowledge of where Trial Balances reside in Finance and Operations
- Understanding of period filters and balance calculation logic
- Basic familiarity with Dynamics 365 ERP MCP server and Agentic concepts.
The Result: Delivered in Less Than a Day
What would typically take 40+ hours of development, configuration, and integration was instead completed:
- In under one working day
- Without custom X++ development
- Without configuring 24+ automations
- Without building complex Logic Apps
- With a single intelligent Agent powered by the Dynamics 365 ERP MCP Server.
The Dynamics 365 ERP MCP Server handled:
- Data retrieval
- Snapshot logic
- Dynamic export creation
- Multi-legal-entity scaling
- File naming
- File delivery.
A process that usually spans multiple technologies and roles was unified into a single coherent workflow.
The execution Summary generated by the agent
D365 F&O Trial Balance Automation – Completion Report
Execution Summary
| Parameter | Value | Status |
| Legal Entity | USMF | Verified |
| Date Range | 2025-12-01 to 2025-12-31 | Configured |
| Dimension Set | Main Account | Set |
| Posting Layer | Current | Set |
| Balances Calculated | Operation Completed | Success |
| Rows Exported | 5 accounts | Complete |
| CSV File Created | USMF_2025_12_20251202_134918.csv | Generated |
| SharePoint Upload | /Shared Documents/General/MCP Test files | Uploaded |
Steps Executed
- Navigated to LedgerTrialBalanceListPage for USMF
- Verified date parameters (2025-12-01 to 2025-12-31)
- Confirmed Dimension Set: Main Account
- Confirmed Posting Layer: Current
- Calculated balances successfully
- Retrieved 5 trial balance records
- Generated JSON data structure
- Created CSV file: USMF_2025_12_20251202_134918.csv
- Uploaded to SharePoint: /Shared Documents/General/MCP Test files.
File Information
- Filename: USMF_2025_12_20251202_134918.csv
- Format: CSV (Comma-Separated Values)
- Records: 5 accounts
- Period: December 2025
- Location: SharePoint – /Shared Documents/General/MCP Test files.
All tasks completed successfully.
Final Thoughts
This experience revealed something profound:
Agentic automation powered by Dynamics 365 ERP MCP Servers is not just an enhancement to D365 F&O—it’s a paradigm shift.
Tasks that once required:
- X++ developers
- Functional consultants
- Integration specialists
- Data migration experts
- Weeks of planning.
…can now be orchestrated by a single AI-driven Agent in a fraction of the time.
This “miracle” wasn’t just about speed—it showed how transformative Dynamics 365 ERP MCP Server-driven automation will be for Finance & Operations teams moving forward.
If you’re exploring ways to modernize, simplify, or accelerate your D365 F&O processes, Dynamics 365 ERP MCP Server-powered Agents may be the future you’ve been waiting for.
