Analytics and dashboard options with Microsoft Dynamics 365 for Finance and Operations

July 25 2018

Whether you have recently gone live with Microsoft Dynamics 365 for Finance and Operations (D365FO) or are in the process of implementing, upgrading to or evaluating D365FO, analytics play a critical role in adapting to modern way of decision making. Though ERP has tremendous contributions in providing the right data to the right people, the analytics journey is the one which helps in realizing your investment ROI.

Based on various client interactions, I have segmented different options to evaluate when using data to make informed decision making:


About Rahul Mohta

Rahul Mohta is a value advisor for Microsoft Dynamics 365. He has solid techno-functional experience in Microsoft Dynamics 365 for Finance and Operations for Dynamics platform evaluation, end to end implementations, strategic initiatives, mergers and acquisitions, roll outs, training and advisory.

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Toni ton's picture

Hi Rahul,

I'm trying to use your "Option 1" approach. But in point no 6 is different.

In my F&O Power configuration the entry is not same as your screenshot, as it only has Application ID and key entry. However I did put the key from App registration as in your point no 4.

So when I open Manage Customer credit and collection there is no Authorize Power BI thing like point no 7.

Please advice whether this step still valid.