D365 Finance Configuration Extractor

D365 Finance Configuration Extractor extension icon

Version 1.0.0 — a Chrome/Edge browser extension for extracting and comparing Dynamics 365 Finance configuration data across multiple legal entities, with multi-format export support.

Placeholder — replace with the popup screenshot (store-assets/screenshot-1-popup.png from the GitHub repo)
Popup view — opens the sidebar from any D365F page.

What it does

Comparing configuration across legal entities in D365 Finance & Operations usually means opening each entity one at a time and cross-checking manually. This extension pulls configuration-focused master and setup data straight from the D365F OData endpoints for every legal entity you select, then exports it to Excel with one sheet per entity — full field detail included, plus an automatically generated comparison report showing exactly where entities differ.

Key features

  • Multi-legal-entity support — extract configuration from 100+ legal entities in one run
  • Multiple export formats — Excel (.xlsx), CSV, JSON, and plain text
  • Selectable output content — data only, comparison only, or both
  • Configuration comparison — automatically flags differences between legal entities
  • Audit-friendly summary — includes a skipped-entity list and extraction call stats
  • Excel Copilot prompt — a ready-to-use reconciliation prompt is embedded in each export
  • Session-based authentication — uses your existing D365F session, no extra credentials
  • Real-time progress tracking — monitor extraction status as it runs
  • IndexedDB-backed performance — handles large-scale extractions without choking the browser

Coverage: 285 entities across 16 modules

Entity names are the confirmed OData public collection names as exposed by the D365F /data service document. Coverage spans:

  • General Ledger (27 entities)
  • Accounts Receivable (38 entities)
  • Accounts Payable (18 entities)
  • Cash & Bank Management (19 entities)
  • Fixed Assets (22 entities)
  • Tax (30 entities)
  • Inventory Management (24 entities)
  • Project Management (16 entities)
  • Organization Admin (17 entities)
  • Budget (18 entities)
  • Cost Accounting (15 entities)
  • Human Resources (15 entities)
  • Manufacturing (9 entities)
  • Procurement (9 entities)
  • Sales (10 entities)
  • Consolidation (3 entities)
Placeholder — replace with the sidebar screenshot (store-assets/screenshot-2-sidebar.png from the GitHub repo)
Sidebar extraction UI — legal entity and module selection, export format, and the Extract Configuration button.

The full, module-by-module list of OData entity set names is in the Complete Entity Reference on GitHub.

How it works

  1. Navigate to Dynamics 365 Finance and make sure you’re logged in.
  2. Open the extension from its toolbar icon.
  3. Choose legal entities (or “Select All”), the D365F modules to extract, an export format, and whether to include data, comparison, or both.
  4. Click Extract Configuration and monitor progress in real time — typically 5–15 minutes for 100+ legal entities.
  5. Download the generated files from your Downloads folder.

The comparison report includes a summary of all legal entities compared, which entities are missing which configuration, record-level detailed differences, and a match/difference status per entity pair. Open the .xlsx output in Excel and the embedded prompt lets Copilot help you analyze the differences directly.

Security & privacy

  • No credentials stored — it rides on your existing D365F session cookie
  • All data stored locally in your browser (IndexedDB)
  • No external APIs — everything stays inside your organization
  • HTTPS only, and nothing is ever transmitted off your device

Full details: Privacy Policy.

Good to know

  • One OData request per selected entity (not per legal entity), with a ~80ms throttle between requests
  • Entity endpoints are validated live against the /data service document before calls, with fallback naming patterns tried automatically
  • Pagination follows @odata.nextLink until all pages are read; failed entities are skipped and extraction continues
  • Each Excel sheet is capped at 50,000 rows for very high-volume entities — export those separately if you need every row
  • High-volume transactional entities are intentionally excluded — this is a configuration/setup extractor, not a transaction dump

Get started

Grab it from the Chrome Web Store or Edge Add-ons, or clone the repo and load it unpacked for development (chrome://extensions → Developer Mode → Load unpacked).

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