Connect D365FO and Azure DevOps - the Business Documentation Connector

View and edit business documentation in Azure DevOps directly from D365FO.

BRING YOUR BUSINESS DOCUMENTATION INTO DYNAMICS 365 FINANCE AND OPERATIONS Your business documentation is in Azure DevOps. Your users work in Dynamics 365 Finance and Operations. Connect the two. The Business Documentation Connector brings relevant Azure DevOps work items and their descriptions into your D365FO workflow. Help users find process instructions, standard operating procedures (SOPs), parameter explanations, and configuration guides for the page they are using. For end-users, it means easier access to guidance. For consultants and documentation owners, it means a practical way to create and maintain documentation while working in D365FO. FIND GUIDANCE WHERE YOU WORK • Context-aware documentation: Connect D365FO menu items to Azure DevOps work items and find documentation relevant to the current page. • Read descriptions directly in the extension: View linked work item descriptions without opening each item in Azure DevOps. • Navigate in both directions: Open related Azure DevOps work items from D365FO, or return to the connected D365FO page from Azure DevOps. • Popup or persistent sidebar: Use a compact popup for quick lookups, or keep documentation alongside D365FO as you navigate. CREATE AND IMPROVE DOCUMENTATION IN CONTEXT • Edit work item descriptions: Update documentation from the extension and save your changes to Azure DevOps. • Add visual instructions: Use formatted text, tables, images, and screenshots of the visible D365FO page to explain a process or setting. • Document missing pages: Create Azure DevOps work items for D365FO pages as you encounter them. • Build a documentation structure from D365FO menus: Review an expanded module menu, identify existing and missing entries, and import missing entries into Azure DevOps using a configured flat list or tree structure. TURN TASK RECORDINGS INTO TEST CASES Convert D365FO task recordings in AXTR or XML format into Azure DevOps test cases. Optionally attach the original recording and add a “Tested by” relationship to the current work item. MANAGE CONNECTIONS CENTRALLY Configure connections between D365FO environments and Azure DevOps projects. Shared configuration helps teams use consistent settings, while licensed capabilities support connections across multiple Azure DevOps projects and organizations. WHAT’S NEW IN VERSION 3.0 Version 3.0 expands the connector with a persistent sidebar, direct viewing and editing of work item descriptions, screenshot capture, and tools for creating documentation work items from D365FO pages and module menus. GET STARTED Connect your D365FO environment and Azure DevOps project, configure the field used to link work items to D365FO menu items, and bring your existing documentation into daily use. Access to the relevant D365FO environments and Azure DevOps projects is required. Feature availability depends on your license and configuration.