D365 AI Data Manager
Extension Actions
Talk to your D365 data. AI queries, cross-entity joins, Power BI/Automate/Apps exports. Your data, your rules.
Missing the classic AX 2012 Table Browser? D365 AI Data Manager brings that experience to Dynamics 365 Finance & Operations — browse, query, join, and export Data Entities directly via OData. Now with an AI assistant that can filter, analyze, and navigate your data using natural language.
KEY FEATURES
▸ Data Browsing — Browse any Data Entity in D365 F&O with instant entity search, favorites, and recent history. Dark mode supported.
▸ Advanced Filtering & Sorting — Filter by any field with multiple operators (eq, ne, contains, gt, lt, ge, le, null, notnull). Combine filters with AND/OR logic. Sort by any column. Save and reuse queries.
▸ AI Assistant (Optional) — Ask questions in plain English. Supports Gemini, OpenAI, Anthropic, OpenRouter, Ollama, and custom endpoints. Agentic mode for multi-step queries. Free tier available. All AI features are opt-in.
▸ Cross-Entity Joins — Join data across entities (e.g. Purchase Orders + Products). Auto-detect joinable columns. Server-side $expand for built-in relationships.
▸ Data Profiling — Column statistics (min, max, avg, median, distinct values), value distributions, cross-tabulation, and row highlighting.
▸ Export — CSV, Excel, JSON, SQL INSERT, or all formats at once. Copy OData URL for API integration.
▸ Power Platform Integration — Power BI (.pbids + M Query), Power Automate (Flow definitions), Power Apps (Power Fx ClearCollect). All exports support joined data.
HOW TO USE
1. Navigate to any D365 F&O environment
2. Click the extension icon in your toolbar
3. Search or select a Data Entity
4. Browse, filter, sort, join, and export
PERMISSIONS
- activeTab: To detect your D365 environment URL
- storage: To save preferences, favorites, and query history
- D365 host permissions: To execute OData queries against your environment
- AI host permissions (optional): Only requested if you enable AI features
PRIVACY
No data is collected. No analytics. No tracking. OData queries go directly to YOUR D365 environment. AI queries go directly to the provider you choose. No intermediary servers.
SUPPORTED ENVIRONMENTS
Dynamics 365 Finance, Supply Chain Management, Commerce, Human Resources — all sandbox, UAT, and production environments.