D365 Reporting
Report Catalogue
Functionality: List of company reports.
Summary: Ongoing library of active / inactive reports and report owner, to prevent duplication.
Additional info: Most organisations forget to maintain this simple, but recommended step. We usually recommend a Teams list to ensure it is maintained.
Inquiries
Functionality: Inqueries are how D365 presents your information back in the user interface (UI).
Summary: Works out of the box, day 1. Inqueries are how D365 presents your information back in the user interface (UI). You can improve the user experience (UX) by adding columns and saving views to personalise D365.
Additional info:: Export (one directional) or extract (save back) work via Office365 Excel addin, in the top right corner.
Electronic Reporter
Functionality: Electronic repoter is how D365 creates customer and supplier documents.
Summary: Much improved over the last few years, we recomend using Electronic Reporter over the previous recommendation of SSRS.
Additional info: Microsoft provide a library of templates to download and start with if you make a mistake.
Financial Reporter
Functionality: Comes with D365 for management accounts.
Summary: Used to create Month end / year end accounts from the General Ledger & budgets.
Additional info: Comes with 20x templates to start your configuration with.
Analytics
Functionality:Built in analytics, based on PowerBI
Summary: There are 68 built in analytics.
Additional info: Connecting PowerBI to D365, will require a 3rd Microsoft data layer for sales ledger and purchase ledger transactions.
Insights
Functionality: Customised reports per person
Summary: Microsofts introduction to AI via Machine Learning
Additional info: This is established technology, originally from D365 customer engagement, now appearing in D365 Finance.