Resource Library
Guides, blueprints and planning resources
Solution blueprints, architecture and security, pilot and go-live planning, and product guides for every module.
Implementation resources
Solution Blueprint: Executive SummaryExecutive overview · PDF, 702 KBSolution Blueprint for Microsoft Dynamics 365 for LegalFull blueprint · PDF, 1.4 MBArchitecture and SecurityImplementation resource · PDF, 204 KBHow Will We Do a Pilot?Implementation resource · PDF, 620 KBCommunications PlanningImplementation resource · PDF, 214 KBGo-Live PlanningImplementation resource · PDF, 82 KBMatter Entity Field ModelData model reference · PDF, 229 KBCustomization OpportunitiesImplementation resource · PDF, 187 KBClio and Microsoft Dynamics 365Comparison and coexistence · PDF, 461 KB
Product guides
Legal Hub: Accounts, Contacts & MattersProduct guide · PDF, 1.9 MBLegal Hub: InvoicingProduct guide · PDF, 1.5 MBLegal Hub: Trust AccountingProduct guide · PDF, 956 KBLegal Hub: DashboardsProduct guide · PDF, 1.5 MBLegal Hub: Document Management (DMS)Product guide · PDF, 3.9 MBBilling Quick Start Guide: XeroIntegration guide · PDF, 2.4 MB
Microsoft platform and AI
The Frontier Law FirmTurning human ambition into measurable business outcomes · PDF, 952 KBBusiness Central (BC4Legal) Capability GuideFinance capability guide · PDF, 3.6 MBHow customers modernize their ERP with Dynamics 365Customer success stories · PDF, 1.2 MBUsing Copilot in Dynamics 365 Business CentralYou are the pilot. Copilot is your assistant. · PDF, 2.3 MB
Online user guide
Step-by-step tutorials for every part of d365Legal on the d365.Global Learn portal.