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Dynamic Insights

Armanino LLP

A single source of data for financial, operational and sales insights, launched in under 30 days.

A purpose-built solution for Dynamics 365 Finance and Operations users to create dashboards and reports with financial, operational and sales metrics.

Armanino's Dynamic Insights for Microsoft Dynamics 365 for Finance and Operations uses data from your existing ERP, CRM, legacy systems and other sources to create easy-to-use dashboards and reports that give your team clear visibility into profitability and day-to-day operations. Dynamic Insights gives you:

  • Out-of-the-box integration with Dynamics 365 for Finance and Operations
  • Easy access to current information in the context of legacy system historical trends
  • Ability to do analysis of your general ledger (GL), budget information, sales, purchasing, AR & AP aging, inventory and fixed assets
  • Visibility into the GL’s sub-ledger detail (e.g. item and customer in context of GL) through application of patented logic
  • Visibility into inventory on-hand/available to sell broken down by item, location, item quantity and item value
  • Power BI dashboards and Excel reports using pre-built data modeled for analytics
  • Data that is monitored for accuracy with each refresh, and reconciles to your GL
  • Unlimited user access across your business
  • Easy access to current information in the context of legacy system historical trends

Additional Benefits

  • Ready to go in less than 30 days
  • Allows key decision makers access to reports and insights across multiple departments
  • Gives non-D365 users access to data for reporting analysis
  • Eliminates the need for IT assistance with easy-to-use dashboards and reports

Designed for executive, sales and finance teams in all industries, our out-of-the-box dashboards provide a view of key performance indicators to inform strategic approaches for your business that anticipate change and accelerate growth. If your company isn't making the most of your data, Armanino can help. Contact us to get started.

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