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D365 Updates

Analytics and Dashboard with D365FO

Analytics and Dashboard with D365FO plays play a critical role in adapting to the modern way of decision making in the process of implementing, upgrading to or evaluating.

Though ERP has tremendous contributions in providing the right data to the right people, the analytics journey is the one which helps in realizing your investment ROI.

Microsoft’s most advanced ERP solution, on par with SAP Business 1 or Oracle, Dynamics 365 Finance & Operations is designed to fuel steady business process transformation efforts across market segments.

D365FO and embedded Power BI

Here are a few brief steps useful in enabling embedded CFO dashboard:

  • You can find CFO dashboard under workspaces
  • If it is not already configured, then expect this message
  • Sign in to and register your D365FO App
  • Provide access to various APIs
  •  Assign client ID and client secret in D365FO. This allows both the cloud services to talk to each other
  • Save and enable the configuration
  • Accept the authentication confirmation
  • Validate success message

D365FO – Content Packs

  • Sign in to
  • Create your workspace using content packs provided from Microsoft.
  • If you are searching with the keyword “Dynamics” you should be able to see all the content packs provided by Microsoft.
  • Here we’ll select financial performance, and provide your D365FO URL
  • Choose authentication as OAuth2
  • Next, use one of the content packs in LCS which could be downloaded from the Shared Asset Library section as below
  • Copy downloaded pbix files to your VM
        • If local VM, path to copy is


        • If Azure VM, path to copy is


  • In D365FO, in System administration module
  • Ensure that you have established your D365FO and LCS link

D365FO, bring your own data warehouse, and Power BI

Dynamics has built analytics for several clients, and the following visuals give an overview of company performance spanning sales and projects. Here are some brief steps that are useful in building your own data warehouse with the approach of BYODW (bring your own data warehouse):

ERP systems help to streamline business processes that result in making more informed decisions, thus making them an essential tool for growing organizations. These days, no business with a focus on growth should be operating without an Enterprise Resource Planning system.  Let’s look at both ERP offerings from Microsoft to determine which path is right for you.

Microsoft Dynamics 365 for Finance & Operations Benefits
  • Agile and efficient manufacturing operation automation, allowing production planning and cost management visibility so you can adapt quickly to changing market demands and drive business growth
  • In the retail sector, D365 Finance & Operations gives salespeople the real-time information they need to provide immediate and personalized service — across multiple touch points. Anywhere, anytime access to customer data helps CSRs deliver amazing customer experiences across all channels
  • At-a-glance dashboard reporting and data analytics
  • Optimize employee productivity with easy integration to Office 365 applications and other Microsoft productivity tools such as PowerApps and Flow

For more information about Analytics and dashboard options with Microsoft Dynamics 365 for Finance and Operations, please contact us.

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