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:
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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.
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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.
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Utilise the drill through functionality to display the underlying transaction journals to identify root cause of issues for immediate action.
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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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Meet your presenters
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Greg Long
Senior Business Intelligence Consultant
Pranol is a Business Development Manager in the Modern Work and Cloud & Infrastructure teams at Professional Advantage. A 20-year veteran in business development in the IT industry, he works with organisations on their digital transformation journeys by identifying the most suitable, cost-effective cloud-based solutions for communication, content management, forms and workflows, and cybersecurity.
Greg Long on LinkedIn -
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.
Robert Giannini on LinkedIn