ERP · BUSINESS INTELLIGENCE · DASHBOARD DEVELOPMENT · REPORTING ARCHITECTURE
PLATFORM · ERP BI

Microsoft Dynamics 365

Microsoft Dynamics 365 reporting and BI architecture: source data, integration approach, reporting considerations, strengths, and limitations.

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PLATFORM CONTEXT

Reporting begins with the system of record.

Deployment: Cloud (SaaS)

Deep Microsoft 365 integration; Power Platform; broad partner ecosystem

Known limitation: Module fragmentation and licensing complexity

Integration approach: Azure Integration Services; Power Automate

MICROSOFT DYNAMICS 365ERP DATA · GOVERNED MODEL
Revenue$24.8M
Gross margin31.4%
Open orders1,284
Receivables$3.2M
Inventory$7.6M
Exceptions42

Data access

Which ERP tables, APIs, views, or extracts are authoritative?

History

How much history is needed and where should it live?

Security

Which users can see which entities, companies, locations, or records?

Refresh

What reporting latency matches the decisions being made?

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