Dynamics 365 offers various ways to generate reports. It has pre-made reports that are readily available within the application, covering different aspects of your business-like finances, sales, marketing, and operations.
In addition to these pre-made reports, you can also create custom reports tailored to your specific needs. This means you can design reports that are unique to your business using tools like SQL Server Reporting Services (SSRS) or Power BI provided by Microsoft.
What is Dynamics 365?
Microsoft Dynamics 365 is a cloud-based suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications. It is designed to help businesses of all sizes streamline their operations, improve customer engagement, and make data-driven decisions.
Dynamics 365 offers a range of integrated applications that cover various business functions, including sales, marketing, customer service, finance, supply chain management, and human resources. These applications are built on a standard data model and share data seamlessly, enabling businesses to have a unified view of their operations and customers. Dynamics offers a variety of apps that can help you manage your business, whether you’re a small start-up or a large enterprise.
How Reporting Works in Dynamics 365?
The reporting process in Dynamics 365 involves the collection and presentation of data. It begins with gathering information from various sources within the system. Once the data is collected, it is then organized, processed, and transformed into meaningful reports. These reports can be pre-built ones provided by Dynamics 365 or custom reports that you create to suit your specific needs using reporting tools like SQL Server Reporting Services (SSRS) or Power BI. Finally, these reports are made available for users to access and analyze, aiding in informed decision-making within your organization.
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 provides 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
Dynamics 365 offers robust reporting capabilities, allowing users to generate and analyze a wide range of reports to support their business needs. These reporting capabilities are:
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 a set of built-in reports that cover various business areas such as finance, sales, marketing, and supply chain management. These reports are designed to provide users with 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, which enables you to export data to Excel and create custom reports using Excel’s powerful data analysis and visualization tools. You can also import data from Excel into Dynamics 365, which allows them to create new records or update existing records.
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 the use of 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 team of experts has extensive experience in 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 provide a visual representation of key business data. Our team of experts can create custom dashboards that highlight key metrics and KPIs and provide users with 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, we provide ongoing support and maintenance services to ensure that clients’ reporting needs are always met. We offer a range of support services, including troubleshooting, performance optimization, and upgrade assistance.
Contact us today to learn more about how we can help you improve your customer service process with Microsoft Dynamics 365 Reporting capabilities.
Conclusion
In summary, Dynamics 365 offers robust automation and reporting tools for businesses. It includes pre-built and custom reports, integrates with Power BI and Excel, and supports real-time reporting through Power Automate. At Stallions Solutions, we provide services for custom report development, dashboard creation, analytics, and ongoing support to help businesses harness the full potential of Dynamics 365. Contact us to improve your reporting capabilities with Microsoft Dynamics 365.
