Hanna Kim
Best Report Writers for Microsoft Dynamics Users Using Management Reporter

This article will focus on Management Reporter (MR) and the options for investing in a new reporting tool.

Management Reporter

Management Reporter (MR) is an interactive reporting application that was designed for business professionals that can use the application to create, share, maintain, and view their financial statements. Microsoft offers MR for their ERP customers as a native General Ledger (GL) report writer in Dynamics AX, GP, and SL, almost aided by the more technical reporting tool, SQL Server Reporting Services (SSRS) to solve ERP reporting problems. If you attended Microsoft’s Amplify conference in May this year, you probably have heard that MR will no longer have any major releases, but rather go into maintenance mode with only minor updates. In other words, the product is clearly heading for the sunset. Many companies who have used MR and its predecessor, FRx, are already looking for an alternative. This blog article will zoom in on the concerns regarding the impact of this change and the solutions to these concerns.

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Nils Rasmussen
End of development for Microsoft’s Forecaster and Management Reporter tools – now what?

Recently, in two separate announcements, Microsoft has stated that they will no longer develop their Forecaster budgeting tool and their Management Reporter financial report writer. How does this impact the almost 200,000 Dynamics AX, GP, SL and NAV customers out there? Is it a bad thing or may it be a smart move by Microsoft?

To take Dynamics NAV first, Management Reporter has not supported NAV for a while and most customers look to best-of-breed third party solutions with a live NAV integration, such as the Excel-based report writers like BI360 (www.solverglobal.com) and Jet Reports (www.jetreports.com).

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Hanna Kim
Not-for-Profit Financial Reporting and Roll-ups with Dynamics GP

This article focuses on financial reporting and roll-up solutions for not-for-profit organizations utilizing Microsoft Dynamics GP.

NFP Fin Cons GP

Financial reporting and consolidations can mean different things to different people. Many larger Microsoft Dynamics GP not-for-profit customers are managing the finances of a parent organization with multiple locations rolling up to it. First things first, let’s define financial roll-ups or ‘consolidations’ as it is typically called in the corporate world. It can simply mean that an organization is combining data from multiple locations either as part of the planning process or for reporting purposes. It can also mean a lot more than just combining data. Financial consolidation is the process of aggregating transactional data from several departments and from multiple business entities within a company for the parent company. In these cases, simply combining data can be complex for multiple reasons. For instance, legal entities can have different charts of accounts or fiscal years. They may also be partially owned. This article will explore the elements and functionalities of financial consolidation for your non-profit organization using Microsoft Dynamics GP.

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Matthew Felzke
Non-profit Reporting with Microsoft Dynamics GP

This article focuses on financial reporting options for non-profit organizations utilizing Microsoft Dynamics GP, zooming in on features and functionalities to expand your analytics.

Financial reporting has traditionally been the lead singer if Business Intelligence (BI) processes were in a band, and it is no different for non-profit organizations.  If you’re utilizing Microsoft Dynamics GP, you know that the accounting system is equipped with several native financial reporting functions.  However, plenty of organizations are moving to independent software vendor (ISV) offerings for their regular financial reporting tasks, but why?  Third party software solutions for financial report writing are designed in response to consumer demands, streamlining and expanding analytics for more robust insight into your data, trajectories, successes, and challenges.  This article will explore the benefits of an ISV financial report writer for non-profit organizations using Microsoft Dynamics GP.

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Matthew Felzke
Manufacturing & Distribution Dashboards for Microsoft Dynamics NAV

Modern, easy-to-use dashboard tools are accelerating the data management and analytics processes for Manufacturing and Distribution companies using Microsoft Dynamics NAV.

It’s all about dashboards these days when it comes to presenting and digesting information in quick and easy-to-understand ways, which is particularly true in the Business Intelligence (BI) world.  They are increasingly more popular, especially for executives, due to their easily accessible visualizations of your data.  Dashboards provide easily digestible analyses for breakneck pace of decision-making for today’s businesses.  Also referred to as data visualizations, dashboards are graphs, charts, and scorecards that showcase trends, strengths, and weaknesses with key performance indicators (KPIs) for projects, divisions, and/or the whole organization.

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Matthew Felzke
Business Intelligence for Sage X3

This article discusses Business Intelligence (BI) solutions for a best-of-breed Sage X3 experience that delivers complete insight through reporting and analytics.

Today’s business world requires that our processes and technological tools be accessible and flexible.  Mobile Business Intelligence (BI) applications are one example of precisely how third party software vendors are answering consumers’ calls for solutions that can keep up with the fast pace of the international marketplace, including financial reporting, data management, and analytics for Sage X3 customers.  Nowadays, you should be investing in and depending on BI tools that are flexible enough for your organization regarding how you access your transactional and operational data for more efficient, richer decision-making, no matter if you’re on the road or in the office.  Independent software vendors (ISVs) are producing BI tools with this flexibility built right in to improve the end user experience.

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Matthew Felzke
Data Warehousing with Dynamics GP for Professional Sports Teams

Data warehousing is a powerful way for Professional Sports Teams using Microsoft Dynamics GP to manage diverse data types and produce richer financial reports.

Nowadays, the amount of data you are working with can be massive, maybe especially for professional sports teams.  Since data correlates directly to advertising, performance, profit, and so on, data warehousing can assist professional sports teams in staying on budget and on track with owners, players, administrative staff and the finance team.  Maybe you’re not that familiar with a data warehouse solution, so you have several questions.  This article will aim to offer answers that speak to your questions, so you can better understand how data warehousing can expand professional sports team data management and analytics from Microsoft Dynamics GP and additional data sources.

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Matthew Felzke
Manufacturing & Distribution Reporting with Microsoft Dynamics NAV

In this article, financial reporting for manufacturing and distribution organizations using Microsoft Dynamics NAV will take the spotlight, focusing on software and functionality offerings.

In today’s business world, Business Intelligence (BI) analyses are largely driving decision-making for the future of your organization by making sense of important company data.  Even so, it would make sense if the number of financial reporting options, as well as the different features and functionality available, is overwhelming to you, even if you are familiar with BI processes, especially when trying to achieve industry-specific analytical objectives.  Recently, I discussed the vagueness in product marketing with a finance professional for a manufacturing organization – and how frustrating it can be to try to shop for a solution that speaks to her manufacturing-specific analytical goals.  This article will discuss what you need to know regarding modern financial reporting tools to expand your Microsoft Dynamics NAV processes, with a focus on manufacturing and distribution data management and analysis.

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Matthew Felzke
Gartner BI Magic Quadrant and Microsoft Power BI

In this article, the Gartner Magic Quadrant for Business Intelligence will be discussed in depth through a conversation that sheds some executive light on what it all means.

This past week, Gartner released their Magic Quadrant (MQ) for Business Intelligence (BI) solutions – and it has seemingly set the business world abuzz.  More specifically, Microsoft Power BI showed up in a major way in its first year on the MQ, so people are taking notice, consumers and vendors alike.  I decided that it would probably be helpful to get some perspective on what it means for Microsoft fans, non-Microsoft fans, independent software vendors, and the business world in general.  I sat down with the CEO of Solver EMEA, Johan Magnusson, to discuss Gartner’s BI MQ, and he had a lot to say about the MQ in general and how consumers should interpret the latest edition in order to make the best decisions regarding a BI solution investment.

Let’s talk about Gartner’s Magic Quadrants, the most recent release being focused on Business Intelligence solution providers.  As an independent software vendor (ISV) CEO, why are these important for consumers – and the marketplace?

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Matthew Felzke
Does Management Reporter for Microsoft Dynamics support your BI Strategy?

This article will discuss the Management Reporter (MR), as it relates to modern, dynamic financial reporting output for Microsoft Dynamics users.

At the beginning of 2016, it appeared that, all of a sudden, Management Reporter (MR) was trending as a topic of conversation – both in the blogosphere and in person, amongst Microsoft Dynamics users.  It all seems to have started when Mark Polino, Director of Client Services at Fastpath and perhaps more importantly, a 9-time Microsoft MVP (Most Valuable Professional) Award winner, wrote about MR at the beginning of the year – and he expressed his frustration and disappointment.  The article he wrote for MSDynamicsWorld.com has apparently struck a chord with Dynamics users as it has been brought to my attention several times.  Joining this discussion, I’d like to write about a pretty simple question: does MR for Microsoft Dynamics support your Business Intelligence (BI) strategy?

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