Dynamics 365 F&O Analytics
Your ERP holds the answers — but the built-in reports don't cut it. We build a Power BI analytics layer on top of Dynamics 365 Finance & Operations that gives your teams the insights they actually need.
The Challenge
Dynamics 365 Finance & Operations is powerful — but getting meaningful analytics out of it is harder than it should be:
- ✗Built-in reports are rigid and don't answer the questions your leadership actually asks
- ✗Finance, supply chain, and operations data sits in silos — no single view of the business
- ✗Teams export data to Excel for reporting, creating version control nightmares and manual errors
- ✗The D365 data model is complex — hundreds of tables with cryptic names and relationships
- ✗You need real-time or near-real-time dashboards but don't know how to connect Power BI properly
What We Build
We create a purpose-built analytics layer on top of your D365 F&O data — designed for Power BI and optimised for the questions your business needs to answer.
Financial Reporting & Analysis
P&L, balance sheet, cash flow, and budget vs. actuals — all automated in Power BI. Drill from group level down to individual transactions. Month-end reporting in minutes, not days.
Supply Chain & Inventory
Stock levels, purchase order tracking, supplier performance, and demand forecasting. Real-time visibility across warehouses and locations.
Sales & Revenue Analytics
Customer profitability, order pipeline, revenue trends, and sales team performance. Connect sales orders to invoices to cash collection.
Operations & Production
Production efficiency, work order tracking, capacity utilisation, and quality metrics. Designed for manufacturing and distribution businesses.
Custom Data Model
We navigate the complex D365 entity model so you don't have to. A clean, well-documented semantic model in Power BI that your team can build on.
Technical Approach
Data Extraction
Direct connection via D365 Data Entities, Dataverse, or Azure Synapse Link. We choose the right method based on your data volume and freshness requirements.
Data Transformation
Medallion architecture in Microsoft Fabric or Azure — cleaning, joining, and structuring your D365 data for analytics consumption.
Semantic Modelling
A well-designed Power BI semantic model with proper relationships, measures, and hierarchies. Built for self-service — your team can create their own reports.
Automated Refresh
Scheduled or near-real-time data refresh via Fabric pipelines or Power BI dataflows. No manual data exports ever again.
Ideal For
Manufacturing & Distribution
Need production, inventory, and supply chain analytics that the built-in D365 reports don't provide.
Finance Teams
Want automated financial reporting, budget tracking, and cash flow visibility without manual Excel exports.
Multi-Entity Organisations
Running multiple legal entities in D365 and need consolidated reporting across the group.
Businesses Adopting Fabric
Moving to Microsoft Fabric and want to include D365 F&O data in your unified data platform.
Ready to Unlock Your D365 Data?
Book a free 30-minute call. We'll discuss your D365 setup, reporting challenges, and what a proper analytics layer would look like.
Or reach out directly at +44 7495 305 143