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  • Water Utilities (MaxWater) →

    • Water Utilities OverviewSpecialist modular platform for UK water utilities — meter-to-cash, asset lifecycle, SCADA, Ofwat compliance.
    • MaxWater Platform & ModulesSix independent modules — pick what you need, own everything we build.
    • Day in the LifeSix interactive stories showing how MaxWater transforms daily work across every department of a water utility.
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    • Dynamics 365 Finance & Operations (F&O)Enterprise‑grade finance, supply chain, and operations for mid‑market organisations that need deeper control and automation across their business.
  • Products

    • MaxWAM – Work Asset Management (Mobile, Offline, AI)A mobile‑first, offline‑capable asset maintenance solution with work orders, inspections, compliance checks, and AI‑assisted technician workflows.
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    • MaxPortal – Ready‑to‑Use Portal for D365 BC / F&OA configurable customer/vendor/employee portal for Business Central or F&O, enabling self‑service access to orders, invoices, tickets, documents, and status updates.
    • MaxWater – Modular Platform for Water UtilitiesSix independent modules for water utility operations: meter‑to‑cash, asset lifecycle, SCADA integration, field service, Ofwat reporting, and capital project governance.
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  1. Insights
  2. Tools

FinOps Workbench

A free desktop app for Windows and macOS to manage your Dynamics 365 F&O and Power Platform environments — now with a full AOT browser and X++ editor, and an MCP server for Claude.

DownloadRead the user guide
Free tool · Windows & macOS

The environment cockpit for Dynamics 365 F&O and Power Platform

FinOps Workbench brings every environment in your tenant into a single window — Dataverse, Unified Developer Environments (UDE) and LCS-managed F&O. Inspect them, request just-in-time SQL access, run queries in a built-in workspace, download Lifecycle Services assets, and hand the whole thing to an AI assistant through its Model Context Protocol server. No SQL client, no ODBC driver, no PowerShell — one native app for Windows and macOS.

Download v1.0.18 User guide
New in v1.0.18

Browse the entire AOT. Edit X++. No SQL Server, no Visual Studio.

Point FinOps Workbench at an environment, click Get sources, and browse all ~240,000 objects — tables, classes, forms, security, labels — with cross-references resolved from the metadata itself: no DYNAMICSXREFDB restore, no SQL Server. Open any object in a compiler-accurate X++ editor with kind-aware colouring, go-to-definition and IntelliSense, and edit your own models with saves that diff cleanly in Git — all without Visual Studio.

FinOps Workbench X++ editor editing a custom class, with multi-tab editing, kind-aware colouring and an IntelliSense completion popup listing CustTable fields and methods (Contoso demo data, dark theme).
FinOps Workbench AOT browser — object tree with 18,383 tables, the CustTable designer and property pane, and a references panel showing 500+ symbols using CustTable (Contoso demo data).
FinOps Workbench AOT browser in dark theme (Contoso demo data).
FinOps Workbench X++ editor showing a class with per-kind syntax colouring (Contoso demo data).
FinOps Workbench X++ editor with per-kind syntax colouring in dark theme (Contoso demo data).
FinOps Workbench X++ editor tab strip with a pinned tab and an unsaved-changes indicator, and Save / Save all in the ribbon, dark theme (Contoso demo data).
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The X++ editor in one shot — kind-aware colouring, IntelliSense and multi-tab editing, with a custom class open for editing. (Contoso demo, dark theme.)

The AOT browser

  • One-click Get sources downloads and indexes the environment’s PackagesLocalDirectory locally (resumable) — or point it at an already-extracted copy.
  • Classic (VS-style) and Model (by package) views, lazy-loaded, with name search across the whole tree.
  • Find references (uses / used by) for any object — resolved from the local file index, with no DYNAMICSXREFDB restore.
  • Read-only designer for forms and tables (data sources, fields, controls, properties); label files as a filterable, where-used grid.
  • Custom metadata overlays: layer a Visual Studio Metadata folder or Git working copy per environment — custom objects are highlighted and extensions merge into the designer.

The X++ editor

  • Parsing derived from the actual X++ compiler — not regex highlighting — with light and dark themes.
  • Kind-aware colouring for classes, tables/views/entities, EDTs and enums, resolved through the object index.
  • Outline and breadcrumbs, Go to object (F12) on any identifier, and multi-tab viewing with per-tab edits and cursor state.
  • IntelliSense: object names, keywords, intrinsics, typed scope variables, Type:: members / enum values, and variable. members through the inheritance chain.
  • Edit your own models — standard Microsoft code stays read-only; saves write the metadata XML byte-precisely, so files diff cleanly in Git.

Honest limits: editing is for custom-model objects only — standard Microsoft code stays read-only — and form data-source/control code is view-only (the app won’t save it rather than risk the XML). It doesn’t compile or deploy.

What it does

Browse the entire AOT

Explore an environment’s complete Application Object Tree — ~240,000 objects — indexed locally from its metadata, with cross-references and read-only form/table designers. No SQL Server, no DYNAMICSXREFDB restore.

A real X++ editor

A compiler-accurate X++ editor with kind-aware colouring, go-to-definition and IntelliSense. Edit your own models with saves that diff cleanly in Git — no Visual Studio required.

Every environment, one grid

List every Dataverse, UDE and LCS-managed F&O environment in your tenant — with live state, SKU, capacity, URLs and versions. Provision, copy, delete, sync and view lifecycle history.

Just-in-time SQL access

Request a time-boxed Reader or Read-write SQL grant for an F&O or UDE database in a couple of clicks, scoped to your current IP — with a ready-to-use connection string. Dataverse orgs need no grant at all.

Built-in SQL Workspace

An SSMS-style workspace — object tree, query editor and results grid — for F&O and Dataverse databases. No SQL client or ODBC driver to install; a TDS client is built in.

Use it from Claude (MCP)

A built-in Model Context Protocol server lets Claude Desktop or Claude Code use your signed-in session as tools — list environments, read F&O details and run SQL in plain language. Read-only by default.

Lifecycle Services assets

Download and track VHDs, deployable and data packages, database backups (bacpacs) and developer tools, with per-item progress and a download library that remembers what you have.

Your identity, your machine

Sign in once with your Microsoft Entra ID account (MFA supported) — no tenant id, client id or secret to configure. Tokens are stored encrypted on your machine, and the MCP endpoint stays localhost-only.

See it in action

A native desktop app for Windows and macOS. The screens below use sample data.

FinOps Workbench Environments page — every environment in the tenant shown in one grid with kind, state, SKU, location and capacity (sample data).
FinOps Workbench Environments page in dark mode, following the operating system theme (sample data).
FinOps Workbench SQL Workspace with an object tree, query editor and results grid (sample data).
FinOps Workbench MCP Server page with one-click buttons to register the server with Claude Code and Claude Desktop (sample data).
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Every environment in one grid — kind, state, SKU, location, capacity and versions.

Download

Version 1.0.18 · free, no sign-up. On Windows, get it from the Microsoft Store for a one-click install with automatic updates — or download directly for Windows and macOS.

Windows · one-click install, automatic updates, no SmartScreen prompt. View in the Microsoft Store

Or download directly

WindowsWindows 10 / 11 · installs per-user, no admin rights

RecommendedWindows 64-bitRecommended for most PCs106 MBWindows on ARMARM64 devices102 MBWindows 32-bitOlder 32-bit systems96 MB

macOSSigned & notarized · opens without warnings

RecommendedmacOS — Apple SiliconM1 / M2 / M3 / M4 Macs131 MBmacOS — IntelIntel-based Macs136 MB

The Microsoft Store build is fully signed. The directWindows installers aren’t code-signed, so SmartScreen may warn on first run — choose More info → Run anyway. The macOS builds are signed & notarized and open without warnings. Not sure which Windows build? The combined installer auto-selects your architecture. View all releases.

Requirements

  • Windows 10 or 11 (x64, ARM64 or 32-bit), or macOS (Apple Silicon or Intel).
  • A Microsoft Entra ID (work/school) account with administrator rights on the environments you want to manage.
  • Internet access to Microsoft sign-in and the Power Platform / Lifecycle Services APIs.
  • No SQL client or ODBC driver needed — the SQL workspace uses a built-in TDS client.

Quick start

  1. 1
    Install

    Download the build for your OS and run it. Windows installs per-user (no admin rights); on macOS, open the .dmg and drag the app to Applications.

  2. 2
    Sign in

    Sign in with your Microsoft Entra ID account (MFA supported). Your environments load automatically and your session is remembered.

  3. 3
    Request SQL access

    Select an F&O/UDE environment, request a just-in-time grant, then open the SQL Workspace.

  4. 4
    Connect to Claude

    Open the MCP Server page, click Start, then add it to Claude Code or Claude Desktop.

Built for the AI-assisted era

Turn on the MCP server and ask Claude things like “list my environments and tell me which are UDEs” or “run this SQL on Contoso Dev”. Read operations are on by default; write operations stay opt-in, so the assistant only changes things when you let it.

Get started

Need a hand with Dynamics 365 or Power Platform?

FinOps Workbench is built by the Veriland team. If you're planning a migration, a UDE rollout, or an AI-assisted delivery, let's talk.

Book a discovery callExplore our capabilities
Or call us directly: 01625 569 777