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Microsoft Dynamics 365 - Finance and Operations? 

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Customer Success Story

PrecisionPoint-case-study-thumbnails-150x150This month, we are thrilled to highlight the incredible success story of 'Traditional Medicinals' and how they leveraged the powerful capabilities of Power BI to revolutionise their data-driven decision-making process. By implementing Power BI, 'Traditional Medicinals' experienced a remarkable transformation in their ability to gain valuable insights and visualize crucial information.

Let us help you transform your business and achieve remarkable success, just as we did with Traditional Medicinals.

 
Microsoft Partner
 

Hassle Free Quote Builder

Looking for Business Intelligence for solutions
Microsoft Dynamics 365 - Finance and Operations? 

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Business Central Insights For MS Dynamics 365

Inside your D365 Business Central is data pertaining to every part of your business, your challenge is to turn this data into insights and provide your business with what is important to them.

We have partnered with eKnowtion to make it easy for you to quickly deliver the business insights your leadership team needs with a comprehensive suite of ready-made advanced reports and dashboards you can download from Microsoft AppSource.

Available on a per-module basis we remove the need to spend weeks designing, developing and testing new reports, providing you with what you need as a ready-made solution.




'Business Insights' across every module of 'Business Central'

Business Insights for D365 BC has been created as individual apps for each of the core modules. You simply select the module you require and immediately gain access to advanced insights.

 

Power BI - CRM Profile Questionnaire
Power BI - CRM Interaction Overview
Power BI - CRM Contact Overview
Power BI - CRM Opportunitiy Overview

CRM: Power BI Module

Microsoft Dynamics - Business Insights

Develop, improve, and retain your customer relationships, track sales opportunities and deliver actionable insights with ready-made Power BI CRM reports.

With Business Central Relationship Management reports you will have the essential insights to retain and improve your customer relationships and not miss any growth opportunities or lose revenue by exposing summarised interactions and opportunities that may otherwise be missed

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Contact Overview
  • Profile Questionnaire
  • Interactions
  • Opportunity Overview
  • Opportunity Aging
  • Campaigns
  • Segments
Power BI - Inventory Overview
Power BI - Inventory Location
Power BI - Inventory Turnover
Power BI - Inventory Overview

Inventory: Power BI Module

Microsoft Dynamics - Business Insights

With our Business Central Inventory reports, we give you the insights to optimise your inventory. Our extensive range of reports is designed to empower your business and help identify slow-moving stock, aged stock,

inventory value and movement across time.

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Inventory Overview
  • Inventory by Location
  • Inventory Aging
  • Days Sales of Inventory
  • Inventory Turnover
  • Out of Stock Days
Power BI - Cash Flow Overview
Power BI - Cash Flow Table
Power BI - Cash Flow Statistics
Power BI - Cash Flow v Actuals

Cash Flow: Power BI Module

Microsoft Dynamics - Business Insights

Take control of your cash flow with ready-to-use Power BI Cash Flow reports.

Tracking your cash flow is crucial to your business success and is not a simplistic process within Business Central directly. Staying on top of your cash will help you make proactive decisions at the right time to support your business growth.

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Cash Flow Overview
  • Cash Flow Statistics
  • Availability by Periods
  • Cash Flow vs. Actuals
  • Bank Overview
Power BI - Job Overview
Power BI - Jobs WIP Overview
Power BI -  Jobs Chart
Power BI - Jobs Profit

Jobs: Power BI Module

Microsoft Dynamics - Business Insights

With our suite of Business Central Job reports, we deliver analysis across financial and resource information to provide an overall view of the workload throughout your services-oriented projects and the revenues and margins associated with them

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Job Overview
  • Job Profitability
  • Jobs in progress
Power BI - Sales Insights Overview
Power BI - Sales Insights outstanding orders
Power BI - Sales Insights by customer
Power BI - Sales Insights by item

Sales: Power BI Module

Microsoft Dynamics - Business Insights

Our pre-built Sales report suite pulls data together from across Business Central to allow you to better understand your sales landscape, and help grow your business revenue.

All data is provided in a comprehensive and logical manner allowing deep analysis of sales, budgets and trends for items, item categories, resources, customers, and salespeople.                                  

This package includes 35+ standard sales reports, avoiding the need to wait weeks or months whilst reports are written and validated.​

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Sales Overview
  • Daily Sales Overview
  • Sales by Customer
  • Sales by Item
  • Sales by Resource
  • Sales by Salesperson
  • New Customers
  • ABC Customer Classification
  • ABC Item Classification
Power BI - Purchasing Receipt Days
Power BI - Purchasing Overview
Power BI - Purchasing By Vendor
Power BI - Purchasing Item Purchases Overview

Purchasing: Power BI Module

Microsoft Dynamics - Business Insights

With our Business Central Purchasing reports, we give you the insights needed to plan and optimise your critical business purchases and spending.  

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Purchases Overview
  • Purchases by Vendor
  • Purchases by Item
  • Purchases by Resource
  • Sales by Resource
  • New Vendors
  • ABC Vendor Classification
  • ABC Item Classification
Power BI - Finance Income
Power BI - Finance Leverage Analysis
Power BI - Finance Overview
Power BI - Finance Balance Sheet

Finance: Power BI Module

Microsoft Dynamics - Business Insights

Our Finance report suite brings all of your data from Business Central together in a comprehensive way that allows you to view and analyse your financial landscape, identifying trends for all of your G/L accounts, account categories, fixed assets and dimensions. Allowing you to take advantage of the vast amount of information Business Central collects on every financial transaction.

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Finance Overview
  • Balance Sheet
  • Assets
  • Liabilities and Equity
  • Income Statement
  • Income
  • Expenses
Power BI - Accounts Receivable Receivables Overview-Report
Power BI - Accounts Receivable Due Overdue Report
Power BI - Accounts Receivable Application Analysis Report
Power BI - Accounts Receivable Customer Statistics Report

Accounts Receivable: Power BI Module

Microsoft Dynamics - Business Insights

Plan your cash flow and get paid on time with ready-made Power BI Accounts Receivable reports. Our extensive range of reports will give you clear information about ‘before due’ and ‘overdue’ balances by ageing groups, allowing you to identify those customers who pay on time or those who do not.

With all of our applications, you are given immediate access to information, with some of our suite of standard pre-built reports in this module listed below:

  • Receivables Overview
  • Receivables Aging
  • Amounts by Currency
  • Customer Statistics
PrecisionPoint - Microsoft Dynamics 365 consulting

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