Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

Friday, March 15, 2019

Extend the Power of Your Planning Application

Planning applications, like Adaptive Insights, are central to generating a budget or forecast.  General ledger systems are also critical as the source of actual financial results.  These actuals are typically integrated into the planning system. The budget or forecast is then compared to the actuals within the planning application itself.  The analysis of the actuals …

Tuesday, September 11, 2018

Where’s My SmartList? Migrating from GP to D365 F&O

Many Microsoft Dynamics GP clients have come to rely on SmartList as a way to get data out of GP in order to build Excel-based reports. SmartList allows you to connect different tables, providing a single view with general ledger (GL) account detail alongside descriptions and vendor or customer details. But companies moving from GP …

Wednesday, August 8, 2018

Analytical Workspaces (Embedded Power BI) and Data Warehousing

Dynamics 365 for Finance & Operations (D365FO) clients have powerful analytical capabilities with Embedded Power BI, which are presented in Analytical Workspaces.  As of the latest release, there are 21 Embedded Power BI workspaces provided by Microsoft, and these are included in D365FO licensing for all users.  Example areas covered include a financial overview called …

Coming Changes to Entity Store and What They Mean for BI Projects

The recent Business Applications Summit in Seattle was another informative Microsoft-led conference.  (There were a lot of different types of sessions, which are now available online for anyone―even those who did not attend.) A session that I was particularly interested in was presented by Milinda Vitharana and TJ Vassar from the Dynamics 365 for Finance …

Wednesday, May 2, 2018

Focus 2018: D365, AXUG, CRMUG & PUG

This year, the Dynamics User Community’s Focus 2018 conference is May 21- 24 in Indianapolis. Armanino is excited to present two different topics. Our first session, “Cloud-Only Data Warehouse and BI? Yes, You Can!” will cover the Azure components you need to build a D365-based data warehouse and Analysis Services environment in Azure. In this …

Tuesday, April 19, 2016

Microsoft Power BI: The Pace of Rapid Change

Is anyone else out there surprised by the rapid progress that has been made recently with Microsoft Power BI? After all, there have been at least a few times where the Microsoft plan for business intelligence seems to have fizzled. Early last year, I was certainly not the biggest fan when it came to Power BI. Honestly, …

Tuesday, March 22, 2016

Gartner Magic Quadrant for Business Intelligence & Analytics Released for 2016

The 2016 Gartner Magic Quadrant for Business Intelligence (BI) and analytics was recently released. This year marks a substantial change in the evaluation criteria with the emphasis focused more on end-user autonomy delivered through self-service tools that allow for rapid ad hoc development. The traditional IT-led software vendors will be assessed in a new market guide focused on …

Tuesday, March 8, 2016

Why Can’t I Get Transactional Detail with My BI Dashboard?

Our business intelligence (BI) team often receives this request around a BI dashboard: we want to see transaction document number details (e.g. sales invoice, purchase order) alongside visually pleasing charts and key performance indicators (KPIs). Unfortunately, the answer with a traditional, multi-dimensional cube is simple: you can’t. You could build into the cube the ability …

Thursday, July 23, 2015

Azure Machine Learning Webinar for Dynamics UG Members

Armanino’s business intelligence and data warehouse expert, Noah Kluge, is presenting an AXUG webinar on Friday, July 24 around a newly released feature of Microsoft’s Azure – Azure Machine Learning. Members of all Microsoft Dynamics User Groups are welcome to attend the webinar to learn about Machine Learning in Azure. This new feature is a …

Thursday, April 23, 2015

Automated Reporting for Streamlined Business Practices

 Last week we looked at using standard Excel capabilities with data cubes to produce a sales dashboard (Utilizing Data Cubes for Business Intelligence Best Practices). This week, I will cover XLPublisher, an Excel add-in that can read information from Microsoft, Oracle (Hyperion) Essbase, or TM1 cubes. It allows a user to create calculations, link multiple …

Next Page »