Dynamics 365 offers various reporting solutions, encompassing ready-made out-of-the-box reports, tailored custom reports, and integrations with external reporting tools. The out-of-the-box reports are pre-designed and readily available within Dynamics 365, covering essential business domains like finance, sales, marketing, and operations.
For more specific reporting needs, businesses can design custom reports. These can be crafted using Microsoft’s reporting technologies like SQL Server Reporting Services (SSRS) or Power BI, allowing for a more personalized data analysis and reporting approach.
How Reporting Works in D365
Dynamics 365’s reporting capabilities are powered by its Common Data Service (CDS) and Azure Data Lake technologies.
CDS provides a unified data model that can be used across all Dynamics 365 applications and other Microsoft services, while Azure offers a scalable and secure cloud-based data storage solution.
This enables businesses to manage and analyze large volumes of data in real-time and to gain valuable insights into their operations.
Dynamics 365 Reporting Capabilities
Power BI Integration
You can integrate Dynamics 365 with Microsoft’s Power BI, a business analytics service that provides interactive visualizations and business intelligence capabilities.
With this integration, Dynamics 365 users can easily create and share Power BI reports and dashboards within the Dynamics 365 interface. Power BI also provides advanced data visualization features such as drill-down, drill-through, and drill-across capabilities.
Built-in Reports
Dynamics 365 includes built-in reports covering various business areas such as finance, sales, marketing, and supply chain management. These reports are designed to give users insights into their business data and help them make informed decisions. Users can also modify these reports to suit their specific needs.
Custom Reports
Dynamics 365 allows users to create custom reports using the built-in report designer. A report designer is a web-based tool that enables users to create reports using a drag-and-drop interface. Users can also create reports using Microsoft SQL Server Reporting Services (SSRS) or Power BI.
Excel Integration
You can also integrate Dynamics 365 with Microsoft Excel, allowing you to export data to Excel and create custom reports using Excel’s robust data analysis and visualization tools. You can also import data from Excel into Dynamics 365, allowing you to create new records or update existing ones.
Mobile Reports
Dynamics 365 includes a mobile reporting feature that enables users to access and view reports on their mobile devices. The reports are optimized for mobile devices and provide users with a responsive and intuitive interface.
Real-time Reports
Dynamics 365 provides real-time reporting capabilities that enable users to access and view up-to-date data. Real-time reporting is achieved through Microsoft Power Automate, which allows users to create automated workflows that update data in real-time.
How We Can Help You With Dynamics 365 Reporting?
At Stallions Solutions, we provide businesses with comprehensive D365 consulting, implementation, and support care services. When it comes to Dynamics 365 reporting, we help our clients to develop:
Custom Report Development
Stallions Solutions can help businesses create custom reports that meet their specific reporting needs. Our expert team has extensive experience creating custom reports using Microsoft’s reporting tools, such as SQL Server Reporting Services (SSRS) and Power BI.
We can work with clients to understand their reporting requirements and develop custom reports that provide valuable insights into their operations.
Dashboard Development
We can also help businesses develop dashboards that visually represent critical business data. Our team of experts can create custom dashboards highlighting key metrics and KPIs and give users a real-time view of their data.
We help clients integrate their dashboards with other Microsoft technologies, such as Power BI and Excel, to provide a seamless reporting experience.
Analytics and Insights
Stallions Solutions can help businesses gain valuable insights from their data using Dynamics 365’s analytics capabilities. Our team of experts can help clients analyze their data to identify trends and patterns and make data-driven decisions.
We leverage advanced analytics technologies, such as artificial intelligence and machine learning, to gain even deeper insights into their operations.
Support and Maintenance
At Stallions Solutions, our commitment is to provide continuous support and maintenance to fulfill our clients’ reporting requirements consistently. Our services include solving technical issues, enhancing performance, and assisting with system upgrades.
Contact us now to discover how we can enhance your customer service procedures by utilizing the reporting features of Microsoft Dynamics 365.
