Insights

INTEGRATION INSIGHTS

Real integration, automation, and reporting projects — what the problem was, how we fixed it, and what you can take from it. Written by the people who built them.

🔗
Systems Integration Sep 29, 2026

Connecting to Dynamics 365 Finance & Operations: The Setup Step Everyone Misses

Your Azure app registration is done, the token comes back fine, and D365 F&O still says no. Here is the second registration step that trips up most integrations, and how to set it up with least-privilege access.

Read article →
⚡
Automation Sep 29, 2026

From Vendor Receipt to QuickBooks Invoice, With Nobody Retyping It

We resell a cloud backup service, and every billing cycle meant reading vendor receipts and retyping them into QuickBooks Online invoices. Here is how we automated it end to end, and the safeguards that let us trust it.

Read article →
⚡
Automation Sep 29, 2026

Automating the Weekly Excel Report Nobody Wants to Send

Every week someone opens a workbook, filters it by region, saves copies and emails each regional team. We automated the whole routine on the client's existing SQL Server, with a safe test mode and a log of every decision.

Read article →
← Back to Home