Dynamics 365 Finance
Category
Feb 25, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the importance of generating insights from Dynamics 365 Finance and Operations (F&O) and how it can drive the adoption of ERP software.
- It mentions various options to extract information from F&O, including standard views, standard enquiries, standard reports, Office Integration (Excel Data Connector), Analytical Workspaces (Power BI Embedded), Financial Reporter, Business Performance Analytics, Power Query (Power BI/Excel), Azure Synapse Link for Dataverse, and Electronic Reporter (ER).
- Standard views provide a quick and simple option with a wide range of predefined views.
- Standard enquiries offer specialized screens with filters and parameters for generating ad-hoc information.
- Standard reports are parameterized reports available across all modular areas of F&O.
- Office Integration allows users to open data in Excel and create refreshable spreadsheets.
- Analytical Workspaces provide embedded and interactive Power BI reports for role-based workspaces.
- The Financial Reporter is a dedicated tool for producing interactive and paginated financial statements.
- Business Performance Analytics offers Power BI-based reports and data models for more advanced analytical scenarios.
- Power Query can be used in Power BI or Excel to extract information directly from F&O using the OData API.
- Azure Synapse Link for Dataverse enables a more advanced analytical approach for organizations with their own Enterprise Data Strategy.
- Electronic Reporter can create highly configurable file outputs for onward reporting chains.
- The article concludes by stating that there are many ways to extract information from F&O, and future posts will explore each reporting option in more detail to provide insight and context on how to extract the desired information.
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