Reporting for Microsoft Dynamics

BIO Business Intelligence provides complete reporting for Microsoft Dynamics and other data sources, giving you the information you need, in the format you want, when you want to see it. BIO’s underlying database architecture is optimized to support self-service reporting and rapid data analysis, from the aggregation of large volumes of data to “slicing and dicing” data for trending, comparisons, correlations, and exception identification. Data from multiple sources can be combined to provide insights not available from any one system.

Pre-configured Reports

Reporting for Microsoft Dynamics screenshot 1With BIO, dashboards and reports can be pre-configured for quick access to current data in views that are referred to frequently. These pre-configured views can be made available through drop-down menus for easy access. As the user opens more pre-configured reports, a tab appears for each report. These views are interactive—the user can change parameters like time periods or customer or territory and look at data specific to that item. If the user changes the month, for instance, the whole series of open reports changes so that the user has a reporting “package” focusing on the same month. Clicking on each tab will enable quick access to each of the reports. Role-based security ensures users have access to only the reports and data they are allowed to see. Users whose security allows can create more views and save them so they are available going forward from the drop-down menu. They will also be available to other users.

Ad Hoc Reporting and Analysis

Reporting for Microsoft Dynamics screenshot 2But the real power of BIO Business Intelligence is in the user’s ability to quickly modify what’s on the screen using drag-and-drop technology, calculators with pre-programmed functions, on-screen filtering, and sophisticated graphical capabilities, all with just a few clicks. BIO provides timely ad hoc analysis and reporting for Microsoft Dynamic and other data sources for even the most non-technical user. As managers and analysts look at reports, more questions frequently surface. Instead of going back to IT and asking to have a new report designed and run, the user can manipulate the view on the screen to get the information needed to answer those questions instantly. This flexibility not only reduces dependence on valuable IT resources, it also provides insight faster for more timely decisions.

When data used for reporting and analysis originates in different systems or when data is extracted from multiple systems and analyzed in a spreadsheet application, errors and problems with consistency can occur. Time periods or calculations can be slightly different. Territories may not be exactly the same. Analysts may not properly identify errors or anomalies in the data like customers without a territory designation or sales figures that were imported into the wrong month in a spreadsheet. Using BIO can eliminate errors such as these. By predefining time periods and hierarchies within BIO, using standard taxonomy, and using pre-programmed calculations and functions, reports will be consistent and accurate.

To Sum It Up

Reporting for Microsoft Dynamics screenshot 3BIO Business Intelligence uses near real-time data from your existing Microsoft Dynamics ERP and CRM systems and other systems like time and expense applications, point-of-sale systems, and third party sell-through data. Users can track KPIs and financial and operational status through dashboards and scorecards and can set alerts so they can see at a glance when data exceeds acceptable limits. Secure, role-based access allows for interactive, self-service analysis and reporting for Microsoft Dynamics and other data sources without increasing the IT bottleneck. And the results can be shared via email, web parts, SharePoint, PowerPoint, or just about any method that words with a web page.


“Reporting for Microsoft Dynamics with BIO Business Intelligence.”