Hanna Kim
Microsoft Dynamics 365 has Accelerated the Cloud ERP Revolution, but What About Your Reporting and Budgeting Needs?

This article discusses next steps to take for your reporting and budgeting needs regarding Dynamics 365.

Image taken from Shutterstock.

Image taken from Shutterstock.

Microsoft unveiled their cloud-based enterprise resource planning (ERP) system, Dynamics 365, just a little over a month ago. As a potential business intelligence (BI) customer, you’re probably curious about your reporting and budgeting processes in the context of moving towards a cloud-based ERP system. As you know, a new United States president was elected on November 8th, and as always with a new president, people are curious or worried how things will work out. If you are one of the approximately 85% of the world still using an on-premise ERP system, this same analogy can be applied to those who are planning to go onto a cloud ERP. This article focuses on the next steps to take for your reporting and budgeting in regards to Microsoft’s Dynamics 365 unveiling.

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Hanna Kim
How Does Business Intelligence for Dynamics GP Benefit My Department?

This article will focus on the benefits of Business Intelligence (BI) for the sales, marketing, human resources, and information technology departments using Dynamics GP.

Photo taken from Shutterstock.

Photo taken from Shutterstock.

Each department has an important role in a company. As a department leader, you may know what your team needs to achieve department-specific goals. BI solutions that cover budgeting, forecasting, reporting, and analyses can help you meet those goals in an efficient and quicker way. For example, at my own company, the current team of department heads includes Nils Rasmussen for Sales, Gina Louie for Human Resources, IT Manager Allan Bacero, and Marketing Director Vanessa Sierra. I will cover four general departments that you would typically find in an organization and explore how a BI tool would help each department.

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Matthew Felzke
Understanding What Executives Look for in Business Intelligence with Dynamics GP

Photo taken from Shutterstock

In this article, we will explore the perspectives of some key leaders in regard to BI software that reports on, plans with, showcases, or manages Microsoft Dynamics GP data.

Oftentimes, the executive team tasks an employee, usually in the finance and/or IT department(s), with finding financial reporting, budgeting, dashboards, or data management solutions for the organization.  You might clearly understand what your team needs to achieve department-specific goals, especially with the muscle memory of processes as they heretofore have gone.  But you might not exactly understand what is important to your team of decision makers, whether that is strictly the executive team or a larger group of stakeholders.  In this article, we will explore the perspectives of some key leaders in regard to BI software that reports on, plans with, showcases, or manages Microsoft Dynamics GP data.

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Hanna Kim
Excel- and Web-based Reporting for Microsoft Dynamics GP

This article will discuss your financial reporting options for your Dynamics GP.

reportingdynamicsgpYour organization needs a powerful and dynamic financial reporting tool to help you stay competitive in your industry by managing and analyzing your data without any disruptions. Navigating through Business Intelligence (BI) is much like maneuvering through the streets of a foreign country without a map or any directions. In this article, I will explore Excel-based and web-based financial reporting options, so you are able to select the best reporting tool to navigate your organization in managing and analyzing your data using Microsoft Dynamics GP. Continue reading

Matthew Felzke
Data Warehousing for Professional Services with Dynamics AX

In this article, data warehouses for Professional Services organizations will take center stage, with a focus on expanding Microsoft Dynamics AX analytical processes.

Data is increasingly more important in today’s business world, perhaps especially for Professional Services organizations.  As data informs decision-making at all levels, Professional Services organizations are striving to stay on budget and on track with projects, vendors, clients, and so forth, a data warehouse can be positively impactful in supporting Business Intelligence (BI) analyses.  If you’re new to data warehousing as a solution, you might have some questions.  This article will go about answering your questions about data warehousing as a Professional Services organization using Microsoft Dynamics AX.

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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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Matthew Felzke
Business Intelligence for Microsoft Dynamics NAV

This article will outline today’s modern options for Business Intelligence tools to improve your Microsoft Dynamics NAV experience.

Today, the business world is about flexibility and now, mobile platforms to deal with our on-the-go culture, including data management and analysis for Microsoft Dynamics NAV customers.  You can and should have BI solutions that allow you the flexibility you need to access your operational and transactional information for stronger, quicker decision-making, in or out of the office.  Third party software manufacturers have been responding to this business cultural shift by producing truly flexible BI products.

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Matthew Felzke
Excel, Web, and Mobile Reporting for Microsoft Dynamics NAV

When it comes to financial reporting for Microsoft Dynamics NAV, the most practical element to look for to meet company needs, besides ease of use, is flexibility.  This article will explore and discuss the most important features to look for in a modern financial reporting solution for your Dynamics NAV experience.

As the marketplace settles into a new normal as both increasingly more global and consumer-driven, flexibility becomes extremely valuable.  When I say flexibility, I’m referring to accessibility and mobility of your company data that you use to make informed decisions about developing your business for future success and brand growth.  In addition to Microsoft’s own efforts, independent software vendors (ISVs) are striving to provide NAV customers with superior reporting capabilities, therefore also understanding the need to access the information that moves a company forward.  This direct experience and understanding has driven some third party software manufacturers to produce financial reporting tools with a focus on flexible accessibility for Dynamics NAV users.
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