Join Solver and hundreds of Microsoft Dynamics® AX users at AXUG Summit 2013, October 22-25, in Tampa, Fla. (https://axugsummit.com)! Solver is a Gold sponsor and can be found at the expo hall at booth #535 and exhibiting the most complete Business Intelligence suite for AX, Solver’s BI360. AXUG Summit is the event exclusively for Dynamics […]
Every Microsoft CRM customer seems to be exporting data to Excel. Now, with BI360, you can have completely automated live Excel-based reporting for fully formatted and graphical reports. BI360’s Excel- and web-based report writer is not only easy to use, but is one of the most powerful reporting tools on the market. Its live integration with MS CRM delivers incredible flexibility and performance-driven benefits:
• Flexible, user-friendly report writer for your CRM data.
• Run reports on demand from Excel, web or auto-distribute reports by email.
• Any entries in MS CRM are immediately available in BI360 reports with no delaying transfer to OLAP cubes or external systems.
• Install BI360, download the pre-built CRM report templates and in less than 5 minutes start seeing your CRM data in ways you have never been able to before.
• Integration is out-of-the-box, with an interface to add custom CRM fields if needed.
• Pre-joined tables across CRM (e.g. Owner, Account, etc.)
• Pre-defined period logic (CRM date fields linked to weeks/months/etc. for easy reporting on e.g. trends, month-to-date, year-to-date, etc.)
• Get increased visibility and control of your CRM data and at the same time watch the sales team quickly become motivated to capture updated data in CRM due to vastly improved reporting output.
Additionally, BI360 delivers out-of-the box integration with the following CRM modules:
• Sales Orders
For a list of FAQs, and even more options and examples for reporting, planning and dashboards that run live on MS CRM, get our free white paper here.
This year’s Microsoft Convergence is in New Orleans from March 18-21. More than just a great time, Convergence is where opportunity and innovation meet to deliver real business value. This year, Solver is a proud gold sponsor.
In addition to demonstrating our new and powerful BI360 modules for web reporting, dashboards and enterprise collaboration for Microsoft Dynamics, we’re offering 3 additional reasons to visit our booth (#2037):
1. Special Convergence Discount!
This year we are offering a special discount for stopping by our booth. To qualify, get scanned or leave your business at our booth. Winners will receive a 15% Discount on all BI360 modules (offer not available for SaaS or on top of existing discounts), offer valid until Friday, June 28th.
2. Win an iPad Mini!
Stop by our booth for a chance to win one of 3 iPad Minis! Winners will be selected at random and announced following Microsoft Convergence 2013!
3. A Chance to Connect with Solver and see BI360 in Action!
See the exciting new modules for BI360, and meet Solver developers, consultants and account managers.
Have you ever wondered how many of your department heads or subsidiaries ever read the monthly reports you are sending them? Many managers are not trained in reading detailed financial statements, nor are they “excited” by all the rows and columns of numbers. As a matter of fact, most people are better wired for reading narrative stories than long lists of numbers (think phone book), and thus they are able to capture and process more information from this format.
Below you can see an example of the new Automated Narrative Reporting available within BI360. It will automatically generate the narrative based on algorithms as well as data available in the ERP system or in the data warehouse, and using the Publisher, the system can run and distribute an unlimited number of reports during the night.
Now, imagine being a non-financial manager, and receiving the typical financial statement below:
Which one do you think most non-financial managers will prefer? The best way to deliver auto-narrated reports are in conjunction with the detailed financial statements that the narrative is based upon. For example, with BI360, users can receive both the narrative and the associated financial statement(s) together, so if the interest is there, the user can dive into the detail behind the words. The end result should be more informed, more engaged managers across the organization.
Smartlist is a very popular query tool used by all Microsoft Dynamics GP customers worldwide. It has hundreds of useful SQL Views to allow GP users to filter and retrieve transactions from different tables in the GP database. BI360 now integrates to Smartlist views to provide an almost unlimited number of opportunities for business users to drill down from BI360 financial reports and into GP without having to create their own drill-down queries. For example, a department head can run a Profit & Loss report for his or her department, notice a budget variance on a row (e.g. Office Supplies) and with one click, drill down into the Accounts Payable transaction in GP and retrieve the vendor’s Purchase Order and see each line item on the purchase order. Not only does this provide instant answers to business questions without having to bother accountants and power users, but it also does not require the user to have any knowledge of the Dynamics GP application, as both the drill down and the resulting view of the underlying transactions all happen from with the BI360 Excel-based report interface.
For a detailed example of the BI360 integration to Smartlist, please contact Solver and ask for the white paper “Integrating BI360 to a Smartlist view”.
The BI360 Drill To function is available for all BI360 ERP integrations, including Microsoft Dynamics AX, NAV, GP, SL, Sage MAS 500 and X3. and Epicor Prophet 21. This document provides a detailed example of how to integrate a Smartlist SQL view with the powerful Drill To feature in BI360 (version 3.5 and later) for the purpose of setting up a drill down rule that let a user drill down from a Profit & Loss report and all the way into sub-ledger (here: Accounts Payable) transactions in the GP database.
In partnership with Microsoft, Solver will be presenting the BI360 solution at the Microsoft Dynamics AX 2012 Industry Summit. Solver was chosen based on its proven track record with numerous Microsoft Dynamics ERP customers. Solver has been asked to present during two sessions for industry; manufacturing and public sector.
BI360 is the only business intelligence suite on the market and offers out-of-the-box integration to the Microsoft Dynamics AX2012 ERP system. BI360 is used across all industries, and has specialized financial and operational reporting designed for specific industries.(Healthcare, Retail, Public Sector and Education)
The purpose of the summit is to bring Microsoft Partners / Resellers up to speed with the Microsoft Dynamics AX industry solutions, and to enable them to professionally sell and deploy industry specific solutions. This is the first Industry Summit designed for sales and pre sales professionals.
Benefits of the training:
- Drive a deeper understanding of how to leverage the demo tools and showcase the solution
- Enable the sales and pre sales individuals to learn the Industry and language of industry.
- Empower the partners to execute sales cycles and demonstrate flawlessly in order to increase our win rate.
- Learn about the ecosystems surrounding the verticals you have chosen to target.
When: February 13, 2012 starting at 8:00AM through February 16, 2012 ending at 5:00PM
Where: Jacksonville, FL Crowne Plaza Hotel
For more information visit the Microsoft PartnerSource, and register for the training via the Microsoft Partner Learning Center.
Join Solver for a FREE Webinar!
Date: Wednesday, Nov 10th, 2010 – Time: 1:00pm EDT (10am PDT)
For all the tools, tricks, and skills utilized by Excel power users, the real secret to Excel reporting greatness is in the preparation. To really impress your executives and give your company a competitive edge you need to do things like create predefined templates, offer user-defined reports, and have the means to easily run reports live on the Microsoft Dynamics AX, GP, NAV, SL and CRM databases, as well as your data warehouse and any other in-house or cloud-based databases. No small task!
Learn how to start taking the steps toward making powerful reporting a reality with a reporting solution that finally gives you the edge. The result will be professional-quality reporting that is accessible in familiar desktop tools, that users can refresh on-demand and drill through to gain further intelligence, and that will finally eliminate the need to prepare and distribute report books.
People who attend this webcast will…
- Learn how end-users can customize their own versions of standard reports within Excel.
- See how one report could easily serve many purposes just by changing parameter values.
- Learn how one report can be connected to multiple databases.
- Learn how Business intelligence (BI) technology can solve typical Reporting challenges.
- See a live demonstration: Excel-based Reporting for Microsoft Dynamics
Register now and learn how elevate your Excel-based reporting skills to the next level!
Companies looking for ways improve to business performance in today’s trying economic times need to have access to the right information to make better, faster, fact-based decisions.
One way companies, like those using Microsoft Dynamics GP, can make the right business decisions is by starting to invest in the latest Microsoft business intelligence (BI) tools like Management Reporter, Office 2010, and SQL Reporting Services, according to Nils Rasmussen, CEO of Solver Inc., a Microsoft Business Intelligence partner.
Speaking at a GP User Group webinar, Rasmussen said companies that invest in BI tools will drive employee productivity as well as performance and ultimately outperform their competitors.
However, Rasmussen said BI tools can’t do much good if companies don’t know how to properly take advantage of them. Every aspect of business performance from formulating an initial strategy through budgeting, resource allocation, forecasting, reporting, scorecarding/dashboards and analysis, has the potential to utilize BI tools to help organizations gain a competitive advantage and improve business efficiencies.
Rasmussen detailed the Microsoft BI technologies that companies, especially smaller to mid-market companies running Dynamics GP, could use to improve their business processes.
PowerPoint, especially the latest version in Microsoft Office 2010, can help map the tactics and goals of a company’s corporate strategy, he said.
And Microsoft’s new Management Reporter, which is replacing Forecaster, and FRx, Microsoft’s financial and reporting analysis software, are both good tools to use to store and manage KPI (key performance indictor) targets like revenue or customer satisfaction scores. ISVs offer a variety of tools for managing KPIs, and companies that want to keep things simple, can also organize their KPIs in Excel, he said.
Today, companies can use the Forecaster and FRx software for budgeting, but because those tools are going away, businesses should really think about implementing Management Reporter, which will be Microsoft’s budgeting and forecasting tool beginning around 2012, he said.
“Right now if you want a pretty decent budgeting tool you would look at Forecaster. It has a SQL database to store budget items and it can link over into FRx to read the general ledger portion of the budget from the Forecaster database and mix it with the actuals to give you variance reports,” Rasmussen said. “That’s today, but both Forecaster and FRx are legacy tools and Microsoft has already launched Management Reporter, so that’s the alternative for all your budgeting and your forecasting. Of course, you also have Excel, the world’s most popular budgeting tool.”
“Roadmap-wise, Management Reporter is definitely the one you should be heavily evaluating,” he said. “In the future, Management Reporter is also supposed to be for reporting on your sub ledgers, not just the general ledger like FRx, which is great because then you can have one report writer for all your data in GP instead of several.”
Rasmussen said Microsoft is also promoting SQL Reporting Services for report writing, especially for sub ledger reporting on GP as well as any other SQL database.
“It’s a tool that Microsoft is spending a lot of money on and I would make an educated guess and say the development team behind SQL Reporting Services is probably quite a bit larger than the team behind Management Reporter,” he said. “SQL Reporting Services has a lot of functionality and Microsoft has built that tool to be almost a Swiss Army knife because it can do a lot of things.”
However, Rasmussen said the drawback to SQL Reporting Services is that it’s still a technical tool and companies would need an IT person to write the report instead of a business person, which would be the case with FRx and Management Reporter.
Excel is also a good modeling tool for companies to develop various revenue scenarios. “There are surprisingly few modeling tools in the ISV space and not even Microsoft labels itself as having modeling tools,” he said. “But the most obvious thing is you can do it in is Excel, the world’s most popular modeling tool. It’s up to you to create some good, well organized, smart models that make it quick to create scenarios that give you valuable output.”
Data warehousing is also a very important capability that ought to force small to mid-size GP customers to think about the data beyond the GP database.
“GP is not a data warehouse,” he said. “The more stuff you squeeze in there that’s not part of the financials, the more you fill up the GP database. So it’s not a bad idea to have a data warehouse outside of GP and that normally means in a Microsoft SQL Server database. Then you can link it to GP and to any other database you have.”
Another tool for data warehousing is Microsoft’s new PowerPivot.
“You need Office 2010 and Excel 2010 for Power Pivot,” he said. “It’s a pivot table on steroids. It looks like a pivot table but it has a new menu that makes it easy to slice and dice the data. It puts power in the hands of every end user to do analysis. It’s power to the masses or BI to the masses.”
But Rasmussen said the key tool that Microsoft is pushing is Management Reporter, mainly because it uses an intuitive approach to report design, a new architecture with 64-bit support and a familiar user interface-and business users can create their own reports with the help of an IT person.
Article from MSDynamicsWorld.com
Join AXUG Partner Solver as they host an exciting Partner Showcase (PS) webinar, highlighting the products and services they offer in the Dynamics AX reporting and budgeting space. Learn more about Excel-based reporting for Dynamics AX in this webinar. This is an AXUG open event.
Empower your users with Excel-based Reporting, Budgeting for Microsoft Dynamics AX.
How do you ensure your users access standard reports, but still have the freedom to get to exactly the data they need? Business intelligence is no ivory tower, and the newest Dynamics solutions give your organization the tools to unlock your reporting and budgeting information to gain efficiency and competitive advantage.
People who attend this AXUG webinar will:
- Learn how end-users can customize their own versions of the standard reports within Excel
- See how one report could easily serve many purposes just by changing parameter values
- Learn how one report can be connected to multiple databases
- Learn how Business intelligence (BI) technology can solve typical Reporting/Budgeting challenges.
- Live demonstration: Excel-based Reporting, Budgeting for Microsoft Dynamics AX.
The AXUG Partner Showcase (PS) was developed so user group members could learn more about specific products and services available in the marketplace. The Dynamics AXUG user group is not in a position to specifically endorse any companies or products. Your participation in this program is voluntary. As always, AXUG encourages you to evaluate ancillary products and services thoroughly when contemplating adding them to your optimal portfolio.
This is an AXUG open event all members are invited to register.
AXUG PS – Solver (Aug 2010)
8/25/2010 1:00 PM (ET) – 8/25/2010 2:00 PM (ET)
Existing AXUG members with an associated Windows Live ID, please Sign In below to register (please note: Basic members can only register for events listed as “open”). Existing AXUG members who have not yet associated with a Windows Live ID, follow these instructions before Signing In. If you are not yet an AXUG member, you must complete a membership application before registering for any events – we offer free membership levels!