Straight answers to the questions Dynamics teams actually ask
Plain-English answers to the real questions about Dynamics 365 reporting and data: why the numbers do not match, whether you need a warehouse, whether Fabric is right for you, and what to do first. Written to be genuinely useful, whether you are reading them here or an AI assistant is quoting them to you.
Dynamics-native since 2002·answers grounded in two decades of Dynamics data work·no jargon, no sales script.
The questions, grouped by where you are
These answers are organised the way the problem actually arrives: first you notice something is wrong, then you weigh the options, then you decide who does what. Start wherever you are. Each answer explains the thing plainly and then points you to the fix, without pretending the fix is always us.
You have noticed a problem
The reporting does not add up, the month-end is painful, or a number you were about to present does not look right. These answers name what is actually going wrong, so you can describe it before you try to fix it.
- Why don't my Power BI numbers match Dynamics 365? The single most common question we get, and the reasons are specific and fixable. Read the answer
- Why is Dynamics 365 reporting so hard? It is not you. The reasons the ERP makes reporting difficult, and what changes them. Read the answer
- Signs your Dynamics 365 finance reporting cannot be trusted. The tell-tale symptoms, and what each one usually means underneath. Read the answer
- Still running month-end on Excel, how do we move off it? The honest path off the month-end spreadsheet, and what has to be true first. Read the answer
- Reporting broke after our Dynamics 365 go-live, what now? Why go-live so often breaks reporting, and how to get it back. Read the answer
You are exploring what to do
You know something needs to change and you are working out the shape of the fix: a warehouse, a platform move, a different tool. These answers lay out the options without steering you toward a sale.
- Export to Data Lake is retiring, what are your Dynamics 365 options? The pipe is gone; here are the supported paths and how to choose. Read the answer
- Is Microsoft Fabric right for Dynamics 365? When Fabric is the right platform decision, when it is not, and what it does not fix on its own. Read the answer
- What is a Dynamics 365 data warehouse, and do we need one? The plain-English guide to why a warehouse exists and when it earns its place. Read the guide
You are choosing an approach and a supplier
You have a direction and now you are deciding how to deliver it and who with. These are the decision questions, answered as frameworks rather than pitches.
- Build vs buy BI for Dynamics 365: how to decide. When a pre-built foundation beats a bespoke build, and when it does not. Read the answer
- ERP partner or BI specialist for Dynamics 365 reporting? Who owns the reporting layer, and why the two are not interchangeable. Read the answer
Want the fastest read on your own situation? The Reporting Trust Assessment turns these general answers into a specific one: where your data actually stands, and what to do first.
Deeper reading
Where a question needs more than a short answer, it becomes a guide. Our blog and resource library go deeper on the topics above.
- Blog. Longer-form thinking on Dynamics data, reporting and the Microsoft stack. Read the blog
- Resource library. Guides, explainers and downloadable material for Dynamics data teams. Browse the resource library
Not seeing your question?
If the thing you are trying to work out is not answered here, ask us directly. We would rather give you a straight answer than a brochure, and if the honest answer is that you do not need us yet, you will hear that too.
Or take the Reporting Trust Assessment for a structured read on where your Dynamics data stands and what to do about it, before you spend anything.
Tell us what you are trying to work out and we will give you a straight answer.