Target data freshness
From source transaction to reporting, for configured and validated connections.
DYNAMICS 365 FINANCE & OPERATIONS REPORTING
Dynamics 365 F&O reporting, built around your business.
Connect Dynamics 365 Finance and Supply Chain Management to customisable Power BI reporting packs on Microsoft Fabric. Bring GL, payables, receivables, stock and fulfilment into one reporting suite.
An assisted implementation, prepared around your sources and business rules. Scope, pricing and delivery targets are agreed before setup.A FASTER START. ROOM TO MAKE IT YOURS.
Useful reports first. The flexibility to go further.
Your finance and operations teams need answers across legal entities, accounts, customers and stock. Start with a defined reporting pack, then configure the measures, dimensions and drilldowns around the way your organisation works.
Target reporting-suite delivery
An agreed standard pack, with reports your team can customise.
Targets apply to agreed standard reporting packs once source access, required mappings and scope are confirmed. Initial data loads, custom extensions, complex consolidation and additional integrations can change the timing. We validate data freshness and agree delivery dates for your environment before implementation.
CHOOSE YOUR REPORTING STARTING POINT
From the general ledger to the goods leaving your warehouse.
Choose the reporting areas that matter first. We agree the report list, source tables, measures and company scope, then configure the pack for your business.
Finance and general ledger
P&L, balance sheet and account movements, with legal-entity and financial-dimension analysis and a route back to supporting transactions.
Accounts payable
Supplier balances, aged payables and invoice movements. Understand payment priorities and which suppliers account for the outstanding balance.
Accounts receivable
Customer balances, aged debt and overdue invoices. Explore collection priorities by customer, entity and agreed reporting period.
Inventory and stock
Stock availability, movements and valuation across the agreed sites and warehouses. Identify slow-moving items using definitions agreed with operations.
Sales and shipping
Follow orders, dispatches and fulfilment. Compare ordered, shipped and invoiced activity using the statuses and dates your business relies on.
Purchasing and suppliers
Review purchase orders, receipts and supplier performance. Connect purchasing decisions with inventory, commitments and cash requirements.
These are reporting areas to include in your agreed pack. The two-week target covers the standard scope agreed upfront. Additional custom reports, extensions and integrations are quoted separately where needed.
CUSTOMISE THE SUITE
Your accounts. Your dimensions. Your view of performance.
Adapt report layouts, drilldowns and agreed measures without rebuilding the entire reporting foundation. Reconcile the starting point, then develop it around the questions your team asks.
- Legal entities, reporting currencies and financial calendars
- Chart of accounts, financial dimensions and management reporting lines
- Customer, supplier, item, site and warehouse relationships
- Posting dates, document statuses and agreed reconciliation rules
THE BUSINESS LOGIC BEHIND THE NUMBERS
More than a connection. A reporting foundation.
The value is in how the data is prepared and defined. We configure the account mappings, relationships and KPI definitions that turn your Dynamics records into useful reporting.
- BRONZE
Connect the source
Bring the agreed Dynamics tables into Fabric with their source context.
- SILVER
Clean and connect
Align companies, accounts, documents and dimensions into consistent relationships.
- GOLD
Apply your rules
Prepare reconciled reporting data around your accounting and operational definitions.
- REPORTS, AI AND APPS
Put the data to work
Use governed semantic models for Power BI, planning and Nova AI Analyst through MCP.
Bronze, Silver and Gold describe the preparation layers. Direct Lake reads the prepared Fabric data without a full import refresh. End-to-end freshness still depends on the source connection, transformations and semantic model updates. AI answers use configured context and still need human review.
How we prepare your business contextFROM ONBOARDING TO A WORKING SUITE
A clear implementation plan, agreed before we start.
We target two weeks for a standard first reporting suite once source access, mappings and scope are confirmed. Your agreed delivery plan defines exactly what is included.
- 01
Agree the pack and connection
Confirm reporting priorities, company scope, permissions, source tables and delivery targets. Identify custom work before setup.
- 02
Prepare, model and reconcile
Configure Bronze, Silver and Gold preparation, account mappings and semantic models. Check totals and source-to-report freshness.
- 03
Review, customise and hand over
Walk through the reports with finance and operations. Confirm access, drilldowns and the responsibilities for running the suite.
Your connection and data freshness
We assess your Dynamics 365 Finance and Supply Chain Management versions, available Link to Fabric or supported extraction route, table access and data volumes. Custom extensions, historical coverage and the initial load are included in scoping.
Direct Lake supports reporting over prepared Fabric data. We measure the full source-to-report journey before confirming the freshness target for your connection.
IMPLEMENTATION OR AN ONGOING SERVICE
We can handle the hosting and the reporting.
Choose a scoped reporting implementation or ask DataNova to run the analytics environment, pipelines and reporting through Managed BI. The platform subscription is included in Managed BI.
Know the investment before setup.
Your quote separates implementation, the included platform plan, hosting and ongoing support. Source licences, capacity requirements and any additional integration costs are confirmed upfront.
TAKE THE WORKSHEET TO YOUR NEXT MEETING
D365 F&O Reporting Readiness Checklist
Agree the scope, business rules and acceptance evidence before the dashboards.
Agree the scope, source controls, business definitions and acceptance evidence before starting the build. Read the free guide online or download the printable PDF.
Open the reporting guideSTART WITH YOUR PROCESS
Let's plan your Finance & Operations reporting.
Share your requirements. No card or commitment.
Describe the result you need and the information you work with. We can help you identify a suitable existing application or scope a tailored pilot.
- Share the problem and your data sources.
- Discuss the workflow and a practical starting point.
- Agree the scope, costs and trial route.
A card is required when you start a trial. An enquiry does not start a subscription or commit you to a project.
EVALUATE THE RIGHT FIT
Try the application before committing to the next step.
Both assisted routes include a 30 day free trial, starting after onboarding and environment setup. Card required at signup. No charge until your 30 day trial ends.
Start without an implementation fee.
If an existing application meets your requirements without additional mapping or implementation, implementation and the 30 day trial are free. Normal subscription charges begin after the trial, under your agreed terms.
Agree the full quote before the pilot.
We agree the application, mapping, workflows and implementation quote upfront. We then prepare the agreed pilot for your 30 day free trial. If you choose to proceed afterwards, the quoted implementation fee and monthly subscription become payable.
We confirm the pilot deliverables, preparation, trial start and decision process together. Any work beyond the agreed pilot scope is discussed separately.
PRACTICAL ANSWERS
Before we connect your Dynamics data.
Which Dynamics 365 F&O reporting areas can we start with?
Start with an agreed pack across finance and GL, accounts payable, accounts receivable, inventory, sales and shipping, or purchasing. We confirm the specific reports, legal entities, tables and measures in your scope before implementation. You can extend the suite with additional reporting areas later.
Can you report across multiple legal entities?
Yes. We configure the agreed entity scope, account mappings, financial dimensions and reporting currencies. Currency translation, eliminations and statutory consolidation are separate requirements to scope explicitly, rather than assumptions included in every reporting pack.
Do we need to replace our Dynamics implementation partner?
No. DataNova can work alongside your existing implementation partner and internal team. We agree ownership of source access, data preparation, report development, hosting and support so the reporting work fits your existing Dynamics environment.
Can our reports show updated data within 15 minutes?
We target source-to-report data freshness within 15 minutes for configured connections. This is a target to validate for your environment, not a universal real-time guarantee. Source synchronisation, Bronze, Silver and Gold preparation, Fabric capacity, semantic model updates and data volumes all affect the result. Initial historical loads can take longer. Direct Lake reduces the need for a full report-data import, but does not remove upstream processing time.
Can our reporting suite be ready within two weeks?
We target a customisable first reporting suite within two weeks for agreed standard packs once source access, required mappings and scope are confirmed. We agree the reports and delivery date upfront. Custom extensions, complex consolidation, additional integrations or delayed access can require a longer implementation.
Can we customise the reports and add planning or AI?
Yes. Configure report layouts, measures and drilldowns around your agreed business definitions, and extend the suite with budgets, forecasts or business applications. Nova AI Analyst uses configured semantic models and MCP to work with your business context. AI answers still need review. Additional modelling, connections and applications are scoped with you.
What does the reporting investment include?
Your quote separates the platform subscription, any implementation or mapping work, and the agreed hosting and ongoing support. Managed BI includes the platform subscription. Source-system licences and any additional capacity or integration costs are confirmed upfront. Your assisted trial begins after onboarding and environment setup, under the assisted trial terms shown on this page.
CONTINUE EXPLORING
All Dynamics reporting options