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D365 Operations - Credit and Collections Analytics


Stand up a scalable and extensible Power BI dashboard on D365 Operations Credit and Collections.

This Power BI solution template contains a powerful set of analytics for Credit and Collections professionals using Dynamics 365 for Finance and Operations. In just a few minutes, stand up an end-to-end solution including data extraction, Azure SQL Server, Azure Analysis Services (optional), and ready-made Power BI reports. Using the solution provisioned in your Azure subscription, you can extend the solution by incorporating external data and business logic.

Credit and Collections Power BI solution template features the richness contained within the Credit and collections Analytical workspace included in the spring release of Dynamics 365 for Finance and Operations, Enterprise edition. Use this solutions template to:

  • Use an intuitive wizard based UI to setup and configure the solution including data integration
  • Deploy the solution to your own database
  • Quickly extend ready-made content including the data model for Credit and Collections analysis using Power BI tools.

If you are an ISV or a solution provider, complete code samples are freely available on GitHub so you can spend your time customizing the ready-made solution instead of designing and coding from scratch.