White papers, documentation and onboarding material for Framework Interchange and Framework Advisor. Everything here is free to read and download.
White paper
Why the shape of your data, not the data you pick, decides whether AI gives you answers you can act on, and what that means for EDI and API integration in Microsoft Dynamics 365. September 2026.
Documentation
Installing the Framework Systems EDI deployable package on a Dynamics 365 Finance & Operations development environment, in six steps.
Guide
The architecture comparison, what is lost when data leaves the ERP, and thirteen questions to ask any EDI or AI vendor.
Onboarding template
The per-partner specification Framework Systems completes with you: partner profile, EDI configuration, transaction-level rules for the 850, 810, 856, 940 and 945, testing plan and sign-off.
Onboarding template
The customer intake that starts every implementation: company information, business overview, technical environment, connectivity, testing plan and exception handling.
Event
Partner Solution Showcase at Community Summit North America 2026, Nashville. Monday, October 12, 11:00 AM CT, with Framework Advisor running live in Finance & Operations.
Two documents carry every implementation from first conversation to production cutover. Both are available above as templates, and Framework Systems completes them with you.
One intake form per customer collects company, technical, connectivity and exception-handling details, and confirms Data Management Framework access, so configuration can start on the first day.
One specification per trading partner defines the partner profile, envelope and delimiter setup, and the business rules and Advisor validations for each transaction set. It is the foundation for implementation, testing and production setup.
Connectivity test, data structure test, functional test, user acceptance test, then production endpoints are enabled. Each phase has an owner and a sign-off.
