BI and Reporting news & resources

The sales funnel never worked: Measure sales velocity with Microsoft Power BI

by Ulrik Breval Carlsson
Sales is more of a pipeline than a funnel. Power BI gives you and your salespeople a true representation of what they’re winning, could win, and where they should spend their...
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Power BI Power BI Power Platform Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Webcasts, July 31-August 4, 2017: Excel-based reporting; Upgrade from AX to 365

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Dynamics 365 Dynamics AX Dynamics GP Dynamics SL Finance and Operations Implementation Upgrade

Microsoft Dynamics Webcasts, July 24-28, 2017: ROI of D365; Power BI Desktop vs. Excel; PO matching with Dynamics GP

by MSDW Reporter
Microsoft Dynamics Webcasts, July 24-28, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation BI and Reporting Business Process Mgmt Document Management Dynamics 365 Dynamics GP Invoice Processing Power BI Power BI Power Platform Purchasing

Executive Q&A: Retail Realm on industry challenges, the promise of Dynamics 365 , and the evolving channel

by Dann Anthony Maurno
Afshin Alikhani describes an exciting time as a retail technology partner; also some perils for the Microsoft Dynamics channel.
Aerospace & Defense BI and Reporting Commerce Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics RMS Finance and Operations Manufacturing Omnichannel

Microsoft plans Dynamics 365 CRM architecture cleanup, separating the platform from apps

by Jason Gumpert
Broad range of updates reviewed on day 3 of “executive briefing” including Common Data Service, Customer Insights, security, user interface, and more.
AI BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights Customer Relationship Mgmt Customer Service Customer Service Data Integration

Microsoft shows off Dynamics 365/CRM interface refresh, mobile updates, and a slew of app enhancements

by Jason Gumpert
Partners were treated to a non-NDA tour of the next CRM release, expected in July.
BI and Reporting Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service

Executive Q&A: Predictive analytics now a corporate planning must-have, deFacto Global advises

by Dann Anthony Maurno
President and CEO Bob Bedard believes enterprise is sold on corporate planning; mid-sized and smaller Dynamics users can do the same.
BI and Reporting Business Central Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Forecasting Multicurrency

Microsoft Dynamics NAV enables a UK garden center to grow and diversify

by Karen Kroll
Chessington Garden Centre uses a Dynamics NAV backbone to nurture a competitive, diverse business
Accounting BI and Reporting Budgeting Business Central Commerce Consumer Goods Credit Card Processing Design & Decorating Dynamics 365 Dynamics NAV Inventory Management Retail

Microsoft Updates Roadmap on Dynamics 365 Marketing app for SMBs

by Jason Gumpert
Guidance on seven modules, including LinkedIn Lead Gen integration now on the roadmap site.
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation Portals Sales Sales & Marketing

New Power BI usage metrics will reveal more dashboard/report consumption insights

by Dann Anthony Maurno
Admins no longer required, dashboard and report authors can check usage by volume, but not by department or individuals
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Power BI Power BI

LATEST VENDOR RESOURCES

D365/GP Budgeting Woes - The Hidden Cost of Skipping Allocations

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Budgeting woes: Gorilla Warfare

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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

Mekorma
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

MSDW Features
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

enVista Microsoft Power BI Consulting Services

In today’s age of big data, establishing a datadriven organization is paramount. enVista offers Microsoft Power BI consulting...
Automotive BI and Reporting Distribution Food & Beverage Manufacturing Power Platform Retail
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