BI and Reporting news & resources

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Dashboards and Data: How Power BI connectors help SMBs round out a BI and reporting strategy

by Jason Gumpert

Microsoft Dynamics SMB partners and customers want reporting to be easier, says Solver CEO Nils Rasmussen

Accounting Azure BI and Reporting Budgeting Business Central Corporate Perf Mgmt (CPM) Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics GP
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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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro

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 Customer Insights - Journeys (Marketing) Data Integration Data Management Dynamics 365 Dynamics CRM KPIs 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM KPIs 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Education Hospitality 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Flow

LATEST VENDOR RESOURCES

Accelerating Impact with AI: Centro de la Familia’s Copilot Reporting Solution

JourneyTeam

What is Write-back? From Passive BI Tools to Active Platforms

insightsoftware

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Automate 3PL Billing & Freight Reconciliation with Avantiico’s 3PL Automation Cloud for Dynamics 365 F&SCM

Avantiico
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Your Data Shouldn’t Slow You Down: The Future of Microsoft Dynamics 365 Business Central Analytics

JourneyTeam
If spreadsheets and manual reporting keep holding your team back, this guide reveals how Business Central delivers faster, clearer insights with modern analytics
BI and Reporting Business Central Business Process Mgmt Dynamics 365 Enterprise Asset Mgmt Fabric Power BI Power Platform

Dynamics 365 Business Central / Finance ISV Comparison Charts 2025

MSDW Features
Find the best Dynamics 365 ISV solutions with these side-by-side comparison charts
AP Automation BI and Reporting Business Central Dynamics 365 Dynamics NAV E-Commerce EDI Expense Management Payment Processing

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

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
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National Optical Retailer Accelerates ERP Migration and Multi-Entity Automation with Microsoft Dynamics 365 F&SCM and AMCS

Avantiico
Discover how a leading optical retailer modernized operations via Microsoft Dynamics 365 Finance & Supply Chain Management and reduced ERP migration time by 90 percent using AMCS
BI and Reporting Copilot Data Integration Data Migration Dynamics 365 Finance and Operations Healthcare Multi-Entity Management Power BI Power Platform

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.
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
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Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

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
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