BI and Reporting news & resources

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Microsoft Forms Pro preview: Experts see promise with Flow, Common Data Service tie-ins

by Jason Gumpert

Integrating Forms Pro into sales and service scenarios holds real promise, but its preview status suggests caution is still needed

BI and Reporting Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro Marketing

From the Microsoft Dynamics GP Blogs: Fixed asset labeling; Error message; Management Reporter; Payables

by MSDW Reporter

A selection of the latest insight from the Dynamics GP blogs.

Accounting BI and Reporting Data Warehousing Dynamics GP Financial Management

Microsoft Dynamics Partner Roundup: Implementation: UCaaS; Agni Link; Digital transformation; Partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel.

BI and Reporting Business Central Commerce Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics NAV Manufacturing Manufacturing Product Lifecycle Mgmt Retail Software

Miller Heiman integrates Scout sales analytics platform with Dynamics 365 Customer Engagement

by MSDW Reporter

Two-way integration aims to provide insights for sales managers, repeatable sales strategies.

BI and Reporting Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing

Microsoft, Adobe, SAP offer new details on joint Open Data Initiative

by MSDW Reporter

Microsoft and its partners Adobe and SAP announced new details about the Open Data Initiative during Adobe Summit

Adobe BI and Reporting Customer Engagement Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Open Data Initiative Power Automate
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Microsoft Dynamics 365 Customer Insights: An overview

by Hannes Holst

With Customer Insights, Microsoft is adding a new member to Dynamics 365 family--take a look behind Microsoft's marketing and find out what this latest addition will offer...

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Marketing acquisition; D365 goes to school; Distributor network; New Canada office

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Commerce Customer Engagement Dynamics 365 Dynamics CRM Education Hospitality Marketing Marketing Automation Retail Sales

From the Microsoft Dynamics 365 Business Central and NAV Blogs: Extensions; Custom reports; UI testing; Purchase orders

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 and NAV blogs

BI and Reporting Business Central Dynamics 365 Dynamics NAV Order Management Purchasing
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Upgrading large Microsoft Dynamics 365 Customer Engagement on-prem deployments to online

by Gustaf Westerlund

Moving from Dynamics CRM 2011 to Dynamics 365 for Customer Engagement isn't an easy undertaking, but strong understanding of what to expect will help

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Flow GDPR
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Microsoft Forms Pro now in public preview

by MSDW Reporter

Company touts pre-built analytics, CDS integration, Office 365 & Dynamics 365 tie-ins.

BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow

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Decoding Data and AI with Debbie | Microsoft Fabric

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Microsoft Dynamics 365 Business Central: Copilot and Power BI

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BI & Reporting for Business Central Comparison Showcase, May 2025

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Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

Click, Archive, Done: Check Processing with PDF Check Copy & Image Archive

Mekorma
AP Automation Accounting Auditing BI and Reporting Business Central Check Printing Consolidation Accounting Data Archiving Dynamics 365 Dynamics GP Electronic Signatures Financial Management

Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

Mekorma
AP teams face growing responsibilities and an opportunity to positively impact organizational well-being
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Billing Boating Business Central

Vendor Compliance 101: Must-Have for Navigating Tariffs and Trade Regulations

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Learn more about the essential vendor compliance steps in this Vendor Compliance 101 sheet
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Boating Business Central Check Printing

Comparative Chart: 4 Top BI & Reporting Solutions for Dynamics 365 BC/NAV

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Discover how these 4 providers stack up against each other
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Dynamics 365 KPIs
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Power BI Implementation for UK’s Leading Fashion Brand: Case Study

Dynamics Square USA
UK fashion leader cuts costs & boosts reporting with Power BI implementation. See how real-time insights changed it all.
AI BI and Reporting Design & Decorating Design & Living Dynamics 365 Fashion Footwear Power BI Power Platform Professional Services Real Estate Retail

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing

Learning Resources Grows and Builds its Future on Microsoft Dynamics 365 F&SCM

Sikich
"Once we went live with Dynamics 365, we saw massive improvements throughout. We're going to achieve more, because with this system there are so many opportunities to grow."
BI and Reporting Consumer Goods Distribution Dynamics 365 Education Finance and Operations Financial Management Forecasting Warehouse Management

Data Insight Transforms Business Culture at ETO Manufacturer, Hagler Systems

Sikich
Hagler Systems worked with Sikich to create a project statement dashboard built with Microsoft Power BI. The effort succeeded beyond the initial goals.
BI and Reporting Dynamics 365 Finance and Operations Financial Management Industrial Equipment Manufacturing Power BI Power Platform Project Management

Finding Data Success in Dynamics BC with Self-Service Reporting

insightsoftware

Implementing Jet Reports has meant a 75% time savings on report creation for Hermadix

BI and Reporting Business Central Data Management Dynamics 365 Manufacturing Supply Chain Management
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Mekorma Payment Hub for D365 Business Central

Mekorma Payment Hub is your trusted platform for managing accounts payable vendor payments. Fully embedded in D365 Business...
AP Automation Accounting Aerospace & Defense Agriculture Associations Automotive BI and Reporting Boating Business Central Check Printing Chemicals Complex Billing

AIM Assessment for a Microsoft Dynamics AX to Dynamics 365 Finance and Supply Chain Management Migration

An AIM (Accelerate, Innovate and Move) assessment is the first step on your cloud journey to help you understand migration...
BI and Reporting Distribution Dynamics 365 Dynamics AX Financial Management Industrial Equipment Manufacturing Supply Chain Management

Data & Analytics: Data Strategy and Architechure Assessment

Evaluating and identifying where you stand in your data journey. A Sikich Data Strategy and Architecture Assessment provides...
Azure BI and Reporting Data Management Distribution Dynamics 365 Manufacturing Master Data Mgmt Professional Services

Vena for Microsoft Dynamics 365 Business Central

Vena for Microsoft Dynamics 365 Business Central is a purpose-built native integration between the Vena Complete Planning...
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Dynamics 365 Planning & Scheduling

Innovia Power BI Reports Packs

At Innovia Consulting, we developed a portfolio of reports in Power BI to help you see the meaning behind your data. With...
Accounting Auditing BI and Reporting Business Central Dynamics 365 Inventory Management Manufacturing Power BI Power Platform Process Manufacturing Purchasing Sales & Marketing
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