This article will focus on financial reporting tools for organizations using Dynamics 365 for Finance and Operations, Enterprise Edition, so you can invest in the right solution for your team.
This past November, Microsoft unveiled Microsoft Dynamics 365. Combining the Dynamics customer relationship management (CRM) and enterprise resource planning (ERP) offerings in one unified cloud-hosted solution, there are two versions of Microsoft Dynamics 365. The lower end version of the product is called the Business Edition and is based on Dynamics NAV as a framework. The Enterprise Edition is the higher end version, which is based on Dynamics AX and created for larger corporations in the top of the marketplace. Both are hosted by Microsoft and deployed in the Azure cloud. In this article, we will explore what you should look for in a financial reporting tool for your organization to use with Dynamics 365, Enterprise Edition.
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Power BI P&LThis article will discuss the power of combining the forces of cloud corporate performance management (CPM) and Microsoft Power BI for a true best-of-breed solution with Dynamics ERPs.
It’s hard to deny the popularity and buzz of Microsoft’s Power BI. It is the current shining star of enterprise technology, and with the brand power of Microsoft, it has made its way into a lot of companies’ portfolio of systems. It makes sense too: not only does the executive team want data visualizations, but cross-departmentally, information workers of every type can access insight easily and quickly about the health of the organization or the progress of a project. However, dashboards, like charts, graphs, and scorecards, are just one form of reporting and can be limiting for certain teams.
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This article will focus on the Top Management Reporting Software for Credit Unions.
 
topmanagementreportingsoftwareforcreditunionDifferent Types of Reporting –   At first, this article was going to be about the top Reporting software for Credit Unions.  I then realized that there are many different types of reporting needs for Credit Unions that tools will need to focus upon.
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This article explores financial planning and analysis in the cloud for your CPM strategies.

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Image from Shutterstock.


In the budgeting and forecasting realm, Financial Planning and Analysis (FP&A) is becoming more and more relevant. Most mid-sized and large companies have dedicated professionals in FP&A roles due to the constant evolution of finance and the reach across the enterprise. If you are not familiar with FP&A, this article will cover the benefits of cloud for your finances and hopefully, answers any questions you may have regarding to FP&A and the cloud. Read more

This article will focus on simplifying customer profitability analysis for banks. Just what is that account worth to you?  A rich man was walking through the streets of New Delhi one day when he happened upon a beggar.  The beggar had reached out his hand and asked, “A few grains of rice for a poor […]

This article discusses reporting tools and best practices on spreadsheet design for companies looking to expand their Microsoft Dynamics 365 experience.

Image taken from Shutterstock.

Image taken from Shutterstock.


Companies need powerful financial reporting solutions to help remain competitive in their industry by analyzing and managing their data without any issues or disruptions. Microsoft Excel is probably the most well-known spreadsheet software program that exists. Everyone has probably used it at least once in his or her life. However, many people often design their spreadsheets with no planning at all. This most likely means that most spreadsheets have a poor infrastructure and some room for error. This article will explore how you can plan and design smarter with Excel-based financial reporting options, so you are able to better use your reporting solution to navigate your company in analyzing and managing your data using Dynamics 365.
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This article will focus on Cloud-based Business Intelligence Solutions for Banking.

 
bank dashboardWhy do I love my iPod Classic? – I got my 80GB iPod Classic around 2007.  I was able to load all 14,000 songs from my library onto it.  I created several playlists that helped me organize the songs.  One playlist consisted of heavy metal that got me amped up before going to the gym.  Another playlist contained acoustic folk songs that were for the morning after a late night of fun. Read more

This article will discuss the process of preparing for a successful financial reporting implementation.

Image taken from Shutterstock.

Image taken from Shutterstock.


In the modern business realm, you cannot avoid financial reporting. Whether it is a homegrown Excel process, a legacy software program, an independent software vendor (ISV), or a native enterprise resource planning (ERP) report writer, every company is doing it. Investing in your first modern reporting tool typically means automated financial statements, accessible collaboration, modern security, and self-service analytics. Don’t worry if it sounds like gibberish to you. In this article, we will discuss preparing for your first reporting implementation so you are able to select the best reporting tool to navigate your organization in managing and analyzing data.
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This article will focus on the demand for convergence of Business Intelligence and Corporate Performance Management tools and why this benefits mid-market companies.

Image taken from Gartner.

The latest release of the Gartner Magic Quadrant for Business Intelligence strengthened my conviction that the market will see consolidation between the Business Intelligence/Visualization (BI) and Corporate Performance Management (CPM) vendors. Gartner classifies them in separate quadrants because the respective tools are evaluated differently during the sales process. Furthermore, BI tools usually sell into marketing and sales teams while CPM targets finance and accounting professionals. Consequently, there has been limited Mergers and Acquisitions (M&A) in the space. Note that this article assumes readers are familiar with the basic definitions to focus on a narrative explaining the demand for their convergence.
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This article will discuss dashboard solutions for real estate companies that are seeking to enhance Microsoft Dynamics GP data analyses.

realestateVisualization has some beneficial side effects. Visualization improves your performance; helps reach your potential, increases focus, boosts confidence, and so much more. Think about professional athletes. For instance, everyone from tennis player Serena Williams to Arnold Schwarzenegger, who was a world champion body builder before he became an actor, have practiced visualization techniques. It makes sense to apply visuals to your financial reports and presentations. Think about receiving a stack of spreadsheets full of data. Is this how you extract your financial analysis? This is where a dashboard comes into play. The amount of data being created every year continues to grow tremendously. If your organization wants to make informed decisions, your company leaders need to be able to access and interpret data in real-time. The ability to act quickly on the data has become a competitive differentiator. A dashboard presents key data on a single page and uses visuals to summarize a large amount of data. In this article, we will discuss how dashboards will help real estate companies that are using Dynamics GP. Read more