Database optimization in Dynamics 365 Finance and Operations

2. Sponsor

3. MCT | MVP Juan Rafael
Global MCT
Architect Solutions Dynamics 365 FnO and Commerce
Gestión de datos en Dynamics 365 FnO
Ica, 24 de junio del 2023

4. © Microsoft Corporation Dynamics 365 Fundamentals
Industries in Transition
Industries in Transition
© Copyright Microsoft Corporation. All rights reserved.

5. © Copyright Microsoft Corporation. All rights reserved.
Overview of Dynamics 365 Business
Applications

6. Core Product
Capabilities
Credit and
Collections
Cash and Bank
Mmanagement
Fixed
Assets
Time & Expense
Management
Cost
Accounting
Regulatory
Compliance
Financial Reporting
& Analytics
General
Ledger
Accounts
Payable
Accounts
Receivable
Budgeting &
Forecast
Consolidations
Project
Accounting
Public Sector
Financials
Revenue
Recognition
FINANCE
Configurable
E-invoicing &
Payments
Configurable Tax
& Regulatory
Reporting
Regulatory
Discovery &
Alerting Service

7. MODERNIZE
FINANCE
Optimize your team’s productivity with
seamless, integrated processes and tasks
Role-based workspaces
• Enable fast user actions and decisions with
over 50 role-based workspaces
• Gain global visibility into the financial health
of your business
• Optimize workforce productivity

8. Core
ADAPTABLE IMPLEMENTATION
Foundational accounting
and finance
• Accounts management (payable and receivable)
• Budgeting
• Cash and bank management
• Fixed Assets management
• General ledger
• Payment and terms
• Financial reporting
• Cost accounting
• Expense management
• Globalization
• Regional regulatory features
• Centralized and global financial
management solution
• Robust financial intelligence and
embedded analytics in real time
• Role-based workspaces
• Intelligent automation, task
prioritization, and integration
• Automation for accounting,
controlling, and budgeting workflows
• Extensive functionalities for effective
cash flow management
Dynamics 365 Finance • Ensures complete transparency over
running costs, receivables, and
liabilities plus budgets, forecasts and
cash flow
• Maintains legal entity’s bank accounts
and financial instruments
• Supports compliance with statutory
provisions and expansion into
other countries
• Adjusts to changing global financial
requirements
Benefits

9. Extended
ADAPTABLE IMPLEMENTATION
Expanded reporting
and finance
• Credit Management
• Financial reporting
• Revenue recognition
• Cash flow forecasting
• Power BI dashboards
• Actionable insights in real time using
business intelligence
• Predictive analytics that connects
across systems
• Turns data into insightful
visualizations
to help make business decisions
quickly and confidently
• Extends analytical workspaces
by integrating external data
with Power BI
Dynamics 365 Finance and Power BI
Benefits

10. © Microsoft Corporation Dynamics 365 Fundamentals
Foundational accounting
and finance
Modern finance
• Accounts management (payable and
receivable)
• Budgeting
• Cash and bank management
• Assets management
• General ledger
• Payment and terms
• Financial reporting
• Cost accounting
• Expense management
• Globalization
• Regional regulatory features
• Credit Management
• Financial reporting
• Revenue recognition
• Cash flow forecasting
• Power BI dashboards
• Lifecycle Services
• Integration with other Dynamics 365 solutions (e.g.
Field Service, Project Service Automation, Talent,
Commerce)
• Microsoft Power Platform, Common Data Service,
and Power BI
• Business events, Microsoft Power Automate, and
Logic Apps
Expanded reporting
and finance
ADAPTIVE IMPLEMENTATION
Core Extended Advanced

11. Utilize & extend ready-made
Analytics in Dyn365F&O

12. Understand different types of reports and inquiries
Finance and Operations apps provide specialized tools for five reporting
experiences:
•Embedded analytics and native controls - Built-in visualizations that are used in
operational reports to aggregate data to workspaces, by using native controls such as
charts and grids.
•SQL Server Reporting Services (SSRS) - Primarily used for business documents and
high-volume printing scenarios that are common with invoices, packing slips, picking lists,
and more.
•Financial Report Designer - Flexible tool that is used to customize and create financial
statements such as balance sheets, income statements, and cashflow statements.
•Power Platform - Includes dashboards and workspaces that contain predefined and
personalized views, Power BI, Power Apps, and Power Automate integrations.
•Electronic Reporting - Used to configure electronic documents in accordance with the
legal requirements of various countries or regions.

13. Microsoft Office integrations

14. Analytics & Reporting in Dynamics 365 F&O
Workspaces
Documents & printing
Financial Reporting
Data exploration
& strategic decisions
Profit & Loss, Cash flow
Balance sheet…
Purchase Orders,
Invoices, packing slips…
Inquiries & Alerts
Tax, Regulatory
reports…
General Electronic reporting Analytical workspaces

15. Dynamics 365 Finance and Operations
Area Cloud On Premise
Integration with PowerBI.com Yes No
Integration with PowerBI
Desktop
No Yes
Analytical workspaces Yes No
Intelligent business process:
Recommendations
Yes No
Authoring Power BI reports with
OData using Power BI desktop
or Excel PowerQuery tools
Yes No

16. Dynamics 365 Finance and Operations
Diferencias Cloud On Premise
Control de Entity Store No Yes
Desplegar reportes con
cualquier reporteador
No Yes

17. Setup – Power BI

18. Setup – Power BI

19. Setup – Power BI

20. Setup – Power BI

21. Setup – Power BI

22. Power BI DirectQuery mode

23. Stage aggregate measurements in Entity store

24. Update Entity store

25. Update Entity store

44. Thank you