Dynamic Insights for Dynamics 365

Insights

Using data from your existing ERP, CRM, legacy systems and other sources, Dynamic Insights creates easy-to-use dashboards and reports that give your team clear visibility into profitability and day-to-day operations.

Out-of-the-box integration with Microsoft Dynamics ERP solutions
Ability to do analysis of your general ledger (GL), budget information, sales, purchasing, AR & AP aging, inventory and fixed assets
Visibility into the GLs sub-ledger detail (e.g. item and customer in context of GL) through application of patented logic
Visibility into inventory on-hand/available to sell, broken down by item, location, item quantity and item value
Power BI dashboards and Excel reports using pre-built data modeled for analytics
Data that is monitored for accuracy with each refresh, and reconciles to your GL

Ready to go in less than 30 days

Allows key decision makers access to reports and insights across multiple departments

Gives non-D365 users access to data for reporting analysis

Eliminates the need for IT assistance with easy-to-use dashboards and reports

By seamlessly integrating with Microsoft Dynamics ERP systems, the solution provides your business with enhanced data that accelerates financial and operation data insights.

Dynamic Insights makes it easy for organizations to improve operational efficiency, strengthen company-wide collaboration, and maintain security and confidentiality of data. By leveraging an enterprise analytics platform, it allows you to drill across any data view within its Power BI dashboards or Excel-based reports. You will have total confidence in Dynamic Insights data because it always reconciles and balances to your Microsoft Dynamics ERP system.