Connect Microsoft Dynamics 365 with power bi for better FP&A

1-Click Microsoft Dynamics 365 to Power BI Connectivity

Watch How to Connect Dynamics 365 to Power BI & Excel

By connecting Dynamics 365 with Power BI, you can easily track your sales performance over time, or see how your marketing campaigns are affecting your bottom line. Moreover, you can create custom reports and dashboards that give you a clear picture of your business data over time.

Benefits of Connecting Dynamics 365 to Power BI & Excel

Acterys is a comprehensive xP&A platform designed to cater to all your planning and analytics needs. With Dynamics 365 Power BI integration, you can bring all your data from financial & operational sources into a consolidated database. This gives users a single source of truth to create a planning ecosystem that connects all core functions (Sales, Marketing, Finance, and Operations) onto a unified platform.


Serious Analytics For Dynamics 365 Users

Acterys Apps provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel for. By connecting Dynamics 365 to Power BI, you can customize and extend the model exactly to your needs (account mappings, KPI’s, etc.). and add nearly any other data source (CRM, POS, Inventory, etc.).


Stunning Dynamics 365 Reports & Dashboards

Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your Microsoft Dynamics 365 data.

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Planning & Forecasting for Dynamics 365

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.


Company Consolidation in Dynamics 365

Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Microsoft Dynamics 365 companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

Customer Testimonials on Seamless Dynamics 365 Power BI Integration


Holistic Dynamics 365 Financial Planning and Modelling With Power BI & Excel

Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.


Add Any Source

In addition to the other Acterys Apps you can add nearly any other source the easiest way with the unique Acterys InstantLink and Power BI Sync features.

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Build Your Own Models

Acterys Apps come with ready made models for reporting, consolidation and planning. For those that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

Get Dynamics 365 Reports Visualized in Minutes!

After your onboarding session when you have registered at the ACTERYS site, you will see this screen:

Click on “Add” to link your Dynamics 365 company file with Acterys. This process will create cloud-based relational (based on MS SQL Server) multi-dimensional data model as well as best practice Power BI and Excel reports (live link!) with your Dynamics 365 data.

Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

Modernize Your Planning & Analytics with our Free Trial Now

Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

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