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

Beyond the Buzzwords: A Live Look at AI in Finance

insightsoftware

Setting Yourself Up for Success for 2027 Budgeting

Velixo

Beyond Native Reports in Business Central: Closing the Gap

insightsoftware

BC at Work: Discover AI-Powered Insights for Business Central from Data Courage

TD SYNNEX

AI for Finance in Microsoft Dynamics 365: Build, Buy, or Extend?

Prophix
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Set the Table for 2027: A Practical Budgeting Guide for Business Central Finance Teams

Velixo
Most budgets go wrong before anyone opens Excel.
Accounting BI and Reporting Budgeting Business Central Dynamics 365 Dynamics GP Finance and Operations Financial Management Forecasting Power BI Power Platform

Reducing Integration Risk in Dynamics 365 ERP Programs

Avantiico
AI Agents BI and Reporting Data Integration Data Management Dynamics 365 External Systems Interface Financial Management Healthcare Multi-Entity Management Security iPaaS

A Practical Guide to Reporting and Daily Work in Business Central

Alta Vista Technology
See how reporting and daily work change when moving from Dynamics GP to Business Central.
BI and Reporting Business Central Dynamics 365 Dynamics GP Power BI Power Platform

The FP&A Evaluation Guide for Dynamics Users: Choosing the Right Planning Environment

Prophix
See what finance teams should look for in a modern FP&A platform.
BI and Reporting Budgeting Business Central Corporate Perf Mgmt (CPM) Dynamics 365 Dynamics AX Dynamics GP Finance and Operations Financial Management Power BI Power Platform

The Shrinking Finance Team: Connecting Business Central and Excel to Do More with Less

Velixo
How mid-market finance leaders stay in control when the talent pool isn't coming back.
Accounting BI and Reporting Budgeting Business Central Dynamics 365 Financial Management
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Dynamics 365 integration & implementation support for an accessories conglomerate

iTransition
Azure BI and Reporting Business Process Mgmt Data Integration Dynamics 365 Fashion Finance and Operations Logistics Order Management Power BI Power Platform Retail

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

How Jamul Casino Cut Budgeting Time by 58% with Prophix One

Prophix
ee how Jamul Casino transformed budgeting and close.
BI and Reporting Budgeting Dynamics GP Gaming Power BI

How Eagle River Transformed Budgeting and Planning with Prophix One

Prophix
See how Eagle River cut budgeting time by 60%.
BI and Reporting Budgeting Dynamics GP Utilities

How a Global Logistics Firm Stabilised Its Dynamics 365 Finance Rollout Before Going Multi-Entity

Dynamics Square USA
BI and Reporting Banking Dynamics 365 Finance and Operations Tax Management Transportation
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Enavate Xcelerate - Fast Track Your Move to Business Central

Seamlessly transition to Microsoft Dynamics 365 Business Central with Xcelerate Foundation - a fully configured financial...
Accounting BI and Reporting Business Central Dynamics 365 Dynamics GP Enterprise Architecture

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

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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