Connect Microsoft Dynamics 365 with power bi for better FP&A
1-Click Microsoft Dynamics 365 to Power BI Connectivity
- Analyze Dynamics 365 data and integrate/consolidate other ERP and SaaS services solutions (e.g. NetSuite, Xero, Salesforce, etc.) in minutes.
- Profit from efficient Power BI models, reports and planning forms that are fully editable in Power BI Desktop.
- Edit 365 data models to your specifications e.g. Adding account mappings, metrics and much more.
- Avail the planning function directly from your Power BI (top down/bottom up entries, visual planning, etc.)
Watch How to Connect Dynamics 365 to Power BI & Excel
Connecting Dynamics 365 with Power BI enables you to seamlessly 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.
Analyze Your Dynamics 365 Data
Acterys Apps professional data model offer pre-built and fully editable interactive dashboards and reports in Power BI or Excel. After connecting Dynamics 365 to Power BI, you will be able to customize and extend the model as you require (account mappings, KPI’s, etc.). and add nearly any other data source (CRM, POS, Inventory, etc.).
Avail Dynamics 365 Reports & Dashboards
You can use Acterys Apps to design interactive dashboards through 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.
Dynamics 365 Forecasting and Planning
Acterys gives you extensive options for top/down bottom data entry on any level of the model. You can avail fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.
Dynamics 365 Company Consolidation
You can quickly 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.
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 app.acterys.com, 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.
