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Microsoft Dynamics 365 Finance & Operations analytics with BI Book

Connect your Microsoft Dynamics 365 Finance & Operations data to BI Book and turn your ERP figures into live dashboards, forecasts and reports. You don’t need a separate data warehouse, Power BI licences or a lengthy implementation project – we got you covered.

Everything Microsoft Dynamics 365 Finance & Operations tracks, visible in BI Book.

Microsoft Dynamics 365 Finance & Operations holds your financial records, operational data and business performance figures across every module your organisation uses. The BI Book connector pulls all of it into one analytics environment, automatically, so your team can report on and analyse the numbers that matter without manual exports or system switching.

Set the connection up once and enjoy the automated flow from there.

The BI Book connector links directly to your Microsoft Dynamics 365 Finance & Operations environment using a pre-built integration. There’s no coding required, no data warehouse to build and no manual export process to maintain.

Once connected, your data refreshes on a schedule you define: hourly, daily or in near real-time for the figures that need it. Everything lands in BI Book’s governed data layer, where it’s cleaned, structured and ready for reporting, planning and analysis.

When NetSuite is updated, the connector handles it. You don’t need an internal data team to maintain the pipeline or fix broken integrations.

Integrator & Data Pipelines

This is what BI Book builds on top of Microsoft Dynamics 365 Finance & Operations.

Analytics & dashboards

Pre-built dashboards for finance, operations, HR and sales that work from your data from day one. Drill through from a summary figure to the individual transaction behind it.

Planning, budgeting & forecasting

Build budgets and rolling forecasts directly connected to your actuals. When figures change in your systems, your plans update with them.

Process mining

Map and analyse your process flows to find where delays and inefficiencies are accumulating.

BI Book AI

Ask questions about your data in plain language and get instant answers. No query language, no report building, no waiting.

See your Microsoft Dynamics 365 Finance & Operations data in BI Book.

We’ll connect to your Microsoft Dynamics 365 Finance & Operations environment and show you what your dashboards could look like with live data. Most setups are running within days.

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