Business Intelligence (BI) is a broad term and is likely to bring many different capabilities that may be new to your organization. Does this mean you need to use them all at once? No. Often it’s more of a journey, which starts with the fundamentals, like improving reporting, then builds capabilities as users become more confident and familiar with the new system. You’ll take your own path of course; what’s outlined here is a common approach we’ve seen many new BI users take.

This white paper is aimed at users of Microsoft Dynamics AX, NAV and CRM business systems, and describes a step-by-step approach to building business intelligence (BI) capabilities, starting with reporting, and ending with what-if analysis.