Configure and work with analytics and reporting in finance and operations apps

Intermediate
Functional Consultant
Business User
Dynamics 365
Finance

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. A business user can also configure, and use the electronic reporting tool without a single line of code, to adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

Prerequisites

  • The ability to use finance and operations apps for basic processing
  • Knowledge of finance and accounting processes
  • The ability to use formulas in Microsoft Excel

Modules in this learning path

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.