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Technical Design Document Template for Dynamics 365 Extensions

A TDD template for Dynamics 365 F&O extensions covering models, data model, Chain of Command logic, reports, data entities, batch jobs, security, testing and deployment.

Free

Free Word template. A TDD template for Dynamics 365 F&O extensions covering models, data model, Chain of Command logic, reports, data entities, batch jobs, security, testing and deployment. Download it, add your project details and use it today: no sign-up for software, no paywall.

A technical design document template for developers and technical architects building extensions in Dynamics 365 Finance and Supply Chain Management. It links each design item back to the approved FDD and covers design principles, architecture, models and packages, branching, data model changes, user interface, business logic with Chain of Command and event handlers, reports, integrations and data entities, SysOperation batch jobs, workflow, security privileges, labels and feature control. It closes with non-functional design, unit and integration tests, code quality gates, deployment and rollback steps, a full object list and a technical review checklist.

What's inside

  • Technical Design Document: [Extension Name]
  • Document Control
  • 1. Overview
  • 1.1 Purpose
  • 1.2 Scope of Development
  • 1.3 Design Principles
  • 2. Solution Architecture
  • 2.1 Architecture Overview
  • 2.2 Models and Packages
  • 2.3 Environments and Branching
  • 3. Detailed Design
  • 3.1 Data Model
  • Guidance notes and placeholders so you can fill it in quickly

How to use it

  1. Start a TDD only after the related FDD is approved, and reference its ID and version in Document Control.
  2. Map every FDD component and business rule to a row in Scope of Development so nothing is missed or added without approval.
  3. Agree the model, package and object naming prefix before any code is written.
  4. Complete the detailed design subsections that apply; mark the rest Not applicable. Prefer standard frameworks and extensions over custom patterns.
  5. Define security privileges for every new menu item, data entity and service operation, and list all user-facing text as labels.
  6. Define unit and integration tests with expected results, and confirm the code quality gates before code review.
  7. Complete the object list and deployment steps, get technical approval, and update the document whenever the build deviates from the design.

Who it's for

Project managers, solution architects, functional consultants and client-side leads who want their ERP program to go live on time and actually deliver value.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.