Docs

Documentation

Start with a product guide: what each add-on solves, the value it delivers, and how to put it to work. Technical and API reference is on the way in a dedicated developer-docs site.

the framework

Lattice

One integration foundation for Dynamics 365: data, operations, and events in a single surface.

Read the guide →the keel

Ballast

Version, schedule, and roll back F&O configuration: no risky live edits.

Read the guide →the watch

Warden

Approve, control, and audit F&O transactions, and see who changed and who saw what.

Read the guide →the relay

Shuttle

Make transfer orders first-class: cancel, cost, and control inventory between your sites.

Read the guide →the guarantee

Reclaim

Manage the warranties you sell to customers: register coverage, adjudicate claims to an outcome, recover from the supplier at fault.

Read the guide →the seal

Capstone

Reconcile and certify the balance sheet, and close the period, all inside F&O.

Read the guide →the reserve

Earmark

Turn deal money into a governed object: approved by workflow, built into the price, accrued when goods move, claimed to a credit.

Read the guide →

Getting started

From sandbox to production.

Every add-on installs as a signed package into your own Finance & Operations environment. Run it free in a sandbox for as long as you like; subscribe only when it goes to production.

How it works See pricing →

Looking for technical and API documentation? A dedicated developer-docs site (with reference for every service, entity, and event) is on the way. These guides cover what each add-on does for your business.

Documentation

◆Lattice

◆Ballast

◆Warden

◆Shuttle

◆Reclaim

◆Capstone

◆Earmark