Dynamics 365 Business Central

Dynamics 365 Business Central, like Dynamics Navision (NAV) before it, has many built-in operational reports and leverages the visualisation of PowerBI. But often this isn’t enough.

There is no 'turn key' solution for business intelligence needs, especially in a rapidly evolving landscape, inbuilt reports are simply unable to give the level of insight your business requires to thrive.

PrecisionPoint solutions provide a deep level of analysis along with enhancement and scalability that is unheard of in other Dynamics business intelligence solutions.

Incorporate other data sources

Adding Data "Structure"

Automate key financial reports

Empowering your users

In addition to our intelligent data warehouse, we have developed a range of tools to manipulate or extend the data within the reporting layer

PrecisionPoint for D365 Business Central

Each business has unique data needs. Our objective is to provide solutions to 90% of those requirements with minimal set-up and ongoing effort. Two different approaches both designed to reduce effort and cost in your business.

PowerBI Insights

Business Central Insights is a suite of pre-built reports and analysis that gives you access to your data with greatly reduced effort. Available as individual or bundled “apps”, on a pay as you go subscription, Business Central Insights offers an instant return on investment.

Purchasing

Finance

Accounts Receivable

Accounts Payable

Accounts Payable

Inventory

CashFlow

Business Central Datawarehouse

Our D365 Business Central data warehouse is a full end to end BI and Analysis platform, built on the patented PrecisionPoint integration, delivering a single data source to your business, which is customisable, scaleable and extendable with data from other corporate systems to suit your needs. Proven market leading accuracy for trend analysis, forensic financial analysis and complex cross-ledger reporting.

The key to repeatable and consistent business insights, especially in a more complex data landscape, is universally agreed as being through the provision of a data warehouse. This is intended to provide full governance on all key metrics, data provision and user access, but approached wrongly it can evolve into a highly expensive and bespoke project taking a huge amount of time to plan and implement.

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Incorporate other data sources

External data module

 An application to allow the import of data from Excel files or SQL – For example importing transactional data from an external system such as SAP, Oracle, CRM etc. or loading from excel based budget data.

Adding Data "Structure"

Grouping tool

A method of adding hierarchy structure where there is none within the source data – For example if you have 50 companies in Dynamics, but need to report on 5 groups of 10 companies, you can add a ‘grouping’ around each set of 10 as required, then just select the data at the prescribed ‘group’ level.

Automate key financial reports

Our core solution integrates all sub-ledgers with a financial impact on the business, with the ability to drill to detail and to slice and dice data by any dimension. From day 1 you can be looking at profitability by product, sales area or by country, all in relation to budgets if needed, and comparing to prior periods.

We also speed up key financial processes that can occupy valuable resources for hours, days or weeks with the help of simple out-of-the box extensions…

Consolidation

 If you have more than one Dynamics implementation, we can consolidate that into a single warehouse. We can also consolidate data from multiple other ERP solutions into your core Dynamics system for reporting purposes.

Month-end application

A simple desktop app that initiates a sub 5 minute background task to see the impact of those recently added journals.

Common Currency

A module for International businesses that need to handle multiple transaction and reporting currencies.

Empowering your users

Without a single integrated view across the business, a single version of the truth, it is common for different functions in a business to see different numbers as being accurate. Our datawarehouse can be that single trusted source.

Allow users access to their own data through secure permission based controls, and to view through their tool of choice – powerful PowerBI dashboards for presentation or management by exception – Excel for deep financial analysis. Or use any front-end BI tool that compatible with SQL.

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

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

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

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 aging 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

Optimise payments, discover trends and improve cash flow management with pre-built Power BI Payables reports.

AP Insights allows you to discover payable trends and optimise your payments, so you can manage cash flow with optimal efficiency, gain instant insights to optimise payments and pay suppliers at the best 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:

Payables Overview

Payables Aging

Amounts by Currency

Vendor Statistics

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 opportunity 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

With our Business Central Inventory reports, we give you the insights to optimise your inventory.Our extensive range of reports are 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

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 directl. 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

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