ERP Modernization &
Batch Optimization

A mid-market wholesale distributor running Dynamics 365 Finance & Operations had accumulated years of technical debt. Their D365 environment contained 47 overlayered source files — direct modifications to Microsoft's base code that prevented any version upgrades.

The company was stuck 3 major versions behind, unable to receive critical security patches or adopt new features. Every attempted upgrade required a full regression cycle that cost $200K+ in consulting fees, and the last two attempts had failed outright due to merge conflicts in overlayered code.

Compounding the problem, their batch processing infrastructure was crumbling. Purchase order processing jobs that once completed in 20 minutes were now timing out at 4 hours during peak season, causing warehouse delays and customer backorders averaging $180K/month in lost revenue.

The development team had inherited code written by three different consulting firms over five years. No documentation existed, and the original architects were long gone.

We developed a four-phase migration strategy that systematically replaced every overlayered customization with upgrade-safe extension patterns, while simultaneously modernizing the batch processing architecture.

The most critical migration involved the purchase order posting routine. The original overlayered code modified PurchTableType directly — a class that Microsoft updates in nearly every release. We replaced it with a clean CoC extension that achieves the same behavior without touching base code.

The set-based pattern above replaced a cursor loop that was iterating over 50,000+ purchase lines one at a time. The insert_recordset operation completes the same work in a single SQL statement, reducing processing time from 3.5 hours to under 25 minutes.

The migration was completed in 14 weeks with zero production incidents. The first D365 version upgrade after migration completed in 3 days — down from the previous 6-week failed attempts.