Finance & Operations: 5-Day Proof of Concept

EPM Strategy

An installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.

Dynamics 365 for Finance and Operations has a number of modules - Financial Management, Inventory Management, Sales, Purchasing and more.

Whichever modules you are using and however you are using them, do you have a deep understanding of what data is in your system?

No matter how you are using the Dynamics 365 system, EPM Strategy can provide detailed dashboard reports.


Exact report deliverables are based on the modules you use but can include:


  • Quotes
  • Invoices
  • Payables
  • Receivables
  • Customer Information
  • Trends


  • Accounting
  • Receivables
  • Payables
  • Trends


  • Detail Views
  • Substitutions
  • On-Hand, On-Order and WIP pieces


  • Scheduling
  • Vendor Information
  • Inventory information
  • Status
  • Warranty
  • Claims
  • Rejections

In five days, EPM Strategy will create a Proof of Concept with you, giving you a perspective of your data that you may never have had before.

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