Microsoft Power BI for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a robust Enterprise Resource Planning (ERP) system and part of the Microsoft Dynamics family. It can be deployed on - premises or in the cloud (trust us, in the cloud is better).

Microsoft Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities with an interface designed to enable end - users to create their own reports and dashboards.

Using Microsoft's Common Data Service, Power BI can directly access the information stored in a Dynamics 365 Business Central company to quickly generate reports and dashboards to support executive and operational decision - making.

We help our manufacturing and wholesale distribution clients, especially those with multiple entities, leverage the power of Power BI!

Discovery and Analysis

Discovery and Analysis

In situations where clients have not yet implemented Power BI, we can provide a head - start. Once done, clients can often carry on themselves. Our clients benefit from:

  • Requirements definition
  • Data analysis
  • Power BI set up
  • Data warehouse design and deployment
  • Automated Extract, Transform, and Load (ETL)
  • Training
  • Documentation
  • Ongoing support

Financial and Operational Reporting

Purchasing

Power BI, while less frequently than sales, is used to measure, analyze, and reporting activities in purchasing the company's supply chain. We assist clients with reporting and visualization related to:

  • Open Purchase Orders
  • Purchasing History
  • Vendor Performance
  • Supply chain KPIs

Financial Reporting

Financial

Power BI augments Dynamics 365 Business Central's financial statements with graphical visualizations of revenue, gross profit, and net income over time. Power BI can also be used to help identify anomalies in the data and reconcile differences between the sub - ledger and general ledger. Our clients benefit from our reporting expertise for:

  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Fixed Assets

Training

Inventory

One of the less prominent, but very impactful, uses of Power BI relates to inventory management. Measurement and monitoring of inventory carrying cost have distinct financial benefits. We help clients to use Power BI to report:

  • Inventory Valuation
  • Excess and Obsolete Inventory
  • Out of Stock Incidents 
  • Inventory Carrying Cost
  • Inventory Management KPIs

Sales & Implementation

Sales

Power BI is used frequently for sales analysis and reporting. Especially helpful: Sales by customer group and product line over time. Our clients benefit from our expertise in reporting:

  • Sales History
  • Open Sales Orders
  • Bookings
  • Sales KPIs

Data Migration

Data-Driven Decision-Making

The most valuable use of Power BI revolves is enabling your executive team to make good business decisions. The Dynamics 365 Business Central system tracks the activity in the organization. Having strategic visibility of the data in the system enables sound, data-driven, decision-making. We help our clients with reporting and visualizations to decide:

  • What to buy or make
  • How much to buy or make
  • When to buy or make
  • Where to reduce inventory carrying costs
  • How to reduce out of stock incidents
  • Which lines of business to keep or discontinue
  • Which vendors to keep or discontinue

Frequently Asked Questions