Are you getting the following error when exporting to excel from Dynamics 365 for Finance and Operations: Local Business Data?

Need help organizing your LBD deployments? Check out my LBD Deployment Helpers. 

Create a cluster with 4 nodes for Dynamics 365 for Finance and Operations

Dynamics 365 For Finance and Operations has pretty decent documentation available on how to configure and setup an environment. However, some areas need some additional detail to really help them be ready for prime time. Specifically in the area of describing your proposed environment, things are sort of high level. The official documentation can be found here.

Learn how to run a database sync via command line for an Azure based instance of Dynamics 365 for Finance and Operations as well as how to perform the same action in an on premise environment.

Learn how to import and license file into Dynamics 365 For Finance an Operations for an azure based install plus how to do it in an on premise environment.

The initial document and ConfigTemplate.xml from Microsoft and LCS is actually pretty good. The instructions are somewhat high level in some areas leaving a few details out and also there is very little assistance when it comes to the configTemplate.xml file. Below are some additions I made to the standard file from LCS which I hope will help others. It is also available for download if you prefer.

After running through a few installs, I have come up with a simple list of suggestions to help streamline the process and eliminate a little of the headache. For reference, these are the official steps to follow from MS for PU12 can be found here.

Install Azure Powershell Extentions On Template (also, use a template)

When creating the on-premise connector or creating an environment to deploy, want to know where to source all of the values you are being asked for? There are some scripts to help.

Creating The On-premises Connector

Included with the scripts to setup the service fabric cluster is this one:

.\Get-AgentConfiguration.ps1 -ConfigurationFile .\ConfigTemplate.xml

This gives a nice table of output with almost everything you need to create the on-premise connector.