Scenario

A State-owned Corporation had implemented Microsoft Dynamics 365 for Finance & Operations (D365 FinOps) as its new ERP system which used D365 FinOps PowerBI reports to deliver summary information. The company found generating insightful reporting using the new ERP to be a challenge on two fronts.

Firstly, out of the box reporting did not match the organisations operating model, and was visually unappealing. The business had specific reporting requirements which weren’t met by the standard reporting functionality in D365 FinOps. The standard reports gave the business limited information and limited ability to make specific enquiries.

Secondly the mechanism by which you could edit and manage the reports was not clear and the organisation needed someone to overcome this barrier and turn it into a routine process.

Solution

By leveraging our expertise in Power BI, the Microsoft Data Platform, and D365 FinOps, Talos was able to create a solution using the D365 FinOps PowerBI capability which met the needs of the business.

The solution gave the business the ability to author & deploy comprehensive reports within the ERP as a matter of a routine process.

D365 FinOps PowerBI reporting

Using our expert skills in building impactful data visualisations our client was enabled to make use of the comprehensive reporting capabilities within D365 FinOps PowerBI. This allowed the various departments such as Finance and Asset Management to generate the reports they needed to operate effectively.

Technology

Power BI Embedded was used to generate reports using the Entity Store database, both of which are part of a Dynamics 365 FinOps implementation. The business was able to make use of aggregate information contained within the Entity Store and author Power BI Embedded reports to cater to specific requirements.

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