On-Demand: Power BI for Dynamics 365 Webinar Series: Focus on Finance

POWER BI FOR DYNAMICS 365 WEBINAR SERIES:

Focus on Finance

Discover why organisations that are using Dynamics 365 business applications are choosing to complement their investment in Microsoft technology by adding Power BI.

In this first episode of the Power BI for Dynamics 365 Webinar Series we focus on analysing financial data within the general ledger, accounts receivables, and accounts payables modules.

Join us for a 45-min walk-through of how to use Power BI to access data insights from Dynamics 365 business applications with interactive dashboards and intuitive data visualisations.

Key takeaways for Dynamics 365 users include:

Achieve on demand access to your organisation’s financial position with dashboards showing key profitability and balance sheet indicators. Identify and analyse trends and variances in profitability using dimensions and measures within the dataset.

Achieve on demand access to your organisation’s financial position with dashboards showing key profitability and balance sheet indicators. Identify and analyse trends and variances in profitability using dimensions and measures within the dataset.

Analyse actuals versus budget variances based on budgets setup in the general ledger and data from external sources. Review profitability using month, quarter, and year to date analysis, and explore some common visualisations focussing on expenses and revenue budget variance, including heat maps and traffic light indicators.

Analyse actuals versus budget variances based on budgets setup in the general ledger and data from external sources. Review profitability using month, quarter, and year to date analysis, and explore some common visualisations focussing on expenses and revenue budget variance, including heat maps and traffic light indicators.

Utilise the drill through functionality to display the underlying transaction journals to identify root cause of issues for immediate action.

Utilise the drill through functionality to display the underlying transaction journals to identify root cause of issues for immediate action. 

Achieve real-time views of account payables and accounts receivables addressing common questions relating to aging analysis, outstanding invoices and the average time to pay invoices.

Achieve real-time views of account payables and accounts receivables addressing common questions relating to aging analysis, outstanding invoices and the average time to pay invoices. 

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Speakers

Greg Long
Greg Long

Senior Business Intelligence Consultant

Greg has worked at Professional Advantage for the past 16 years. His current role is as a Senior Business Intelligence Consultant focused on implementing business intelligence solutions to deliver greater insight and knowledge to clients with their data. Previously Greg worked as a Dynamics GP Consultant specialising in procurement and service-based industries.

Robert Giannini
Robert Giannini

Pre-Sales Consultant & Business Development Manager

Robert is a Microsoft Dynamics specialist who has been working with Professional Advantage for more than a decade and has played an integral part in over 200 Microsoft Dynamics projects. His specialty is helping organisations improve their business systems through industry-leading software solutions.

Join us to learn how to achieve more from your investment in Microsoft Dynamics 365 with Power BI.