Microsoft Dynamics Reports & Insights

Access the exact data your team needs through custom SQL-based reports from Microsoft Dynamics.

What We Do

We transform your Microsoft Dynamics 365, Business Central, or NAV data into clear, easy-to-understand reports that help every department work smarter. While Dynamics is a powerful ERP, extracting custom data often requires highly paid consultants. We bypass that by querying your SQL backend directly. Your teams get exactly the operational and financial information they need, right when they need it, without the technical headaches.

How It Helps Your Business

  • • Stop wasting time exporting lists to Excel to build manual pivot tables
  • • Get sales, finance, and operations working from the exact same numbers
  • • Consolidate multi-company or multi-currency reporting effortlessly
  • • Make strategic decisions based on real data, not guesswork
  • • Keep your whole team informed with automated daily reporting

Reports for Every Department

Finance & Accounting

  • • Consolidated Financial Statements: Daily updates across entities.
  • • Budget vs. Actuals: Track performance against targets.
  • • Cash Flow Forecasts: Real-time liquidity planning.
  • • AP/AR Aging: Collections and payment analysis.
  • • Multi-Entity Consolidation: Unified reporting across companies.

Sales Team

  • • Pipeline & Forecasts: Track deals and quota progress.
  • • Lead-to-Cash Conversion: Measure sales cycle efficiency.
  • • Customer Profitability: Analyze margins by account.
  • • Rep Performance: Territory and individual metrics.
  • • Outstanding Quotes: Monitor and follow up on orders.

Operations Team

  • • Project & Resource Tracking: Monitor allocation and utilization.
  • • Productivity Metrics: Measure operational efficiency.
  • • Order Fulfillment Cycles: Track delivery performance.
  • • Schedule Compliance: Monitor timeline adherence.
  • • Cost Center Analysis: Track departmental expenses.

Warehouse & Inventory

  • • Real-Time Stock Levels: Current inventory and valuation.
  • • Inventory Movement: Track turnover and velocity.
  • • Picking & Packing Efficiency: Optimize warehouse operations.
  • • Storage Utilization: Monitor capacity and location use.
  • • Shipping Performance: Inbound/outbound metrics.

Getting Started

We make it easy to get started with better Dynamics reporting:

  1. 1. See it in action - Schedule a quick demo to see the actual reports your team will use.
  2. 2. Simple setup - We guide you through connecting your Dynamics system safely.
  3. 3. Pick your reports - Select from our pre-built collection or tell us what you need.
  4. 4. Set delivery schedules - Choose when and who accesses which reports.
  5. 5. Start saving time - Your team accesses accurate data without the manual work.
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