Blueprint Intelligence recently had the honor of hosting a webinar that was presented by our CEO, Tyler Koitka, and PrefTech VP of Finance & Accounting, Douglas Patete. If you didn’t get the chance to catch the webinar live, don’t worry. Here’s what you missed
The purpose of the webinar was to showcase the Dynamics 365 Finance and Operations System, and share some tips and tricks about how to best get data from the F&O system so that companies can produce better analysis reports, as well as learn how to utilize dashboards, other reporting tools, etc.
The first step in creating effective D365 reports is to define your reporting requirements. This means identifying what information you need to track, how often you need to track it, and who will be responsible for reviewing the reports. By clearly defining your reporting requirements, you can ensure that your reports provide the information you need in a format that is easy to understand.
D365 comes with a wide range of standard reports that can be used out of the box. These reports cover common scenarios such as sales, financials, and operations. By using standard reports where possible, you can save time and effort in creating custom reports from scratch.
While standard reports can be useful, there will be times when you need to create custom reports to meet your specific reporting requirements. When creating custom reports, it’s important to keep the end-user in mind. Make sure that the report provides the information they need in a format that is easy to understand.
Power BI is a powerful data visualization tool that can be used in conjunction with D365 to create advanced reports. Power BI offers a range of features such as drill-down functionality, interactive dashboards, and real-time reporting. By using Power BI, you can create reports that are more interactive and engaging for your end-users.
Report performance can be impacted by a wide range of factors such as the size of the data set, the complexity of the report, and the number of users accessing the report. To optimize report performance, it’s important to consider factors such as data caching, report design, and data aggregation.
Before deploying any reports, it’s important to thoroughly test them to ensure that they provide accurate and reliable information. This means testing the report against different data sets, running the report under different scenarios, and ensuring that the report provides the information in the format expected.
By following these best practices, you can create effective D365 reports that provide the information you need in a format that is easy to understand. Whether you are using standard reports, creating custom reports, or using advanced reporting tools like Power BI, it’s important to keep the end-user in mind and ensure that your reports provide the information they need to make informed decisions. By optimizing report performance and testing reports before deploying, you can ensure that your reports provide accurate and reliable information that can help drive business success.
