Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By : Rahul Mohta, Yogesh Kasat, JJ Yadav
Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By: Rahul Mohta, Yogesh Kasat, JJ Yadav

Overview of this book

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.
Table of Contents (23 chapters)
Foreword
Title Page
Credits
Disclaimer
About the Authors
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Modern reports and SSRS


The need for reporting in predefined formats, taking document printouts transactional details is never expected to go out of demand.

Dynamics 365 for Finance and Operations, Enterprise utilizes SQL Server Reporting Services (SSRS)-hosted Azure compute service. This service runs in the Azure compute emulator together with the application server. Therefore, there are no SSRS service administration prerequisites.

The process of running a report is as simple as clicking a link, providing parameters and filters, and running it. The reports could also be scheduled to run at periodic intervals. One can also decide the format of the report output.

One can also install/configure the modern design template, which can be downloaded from LCS and installed in the environment. This is a step forward in allowing configuration-driven branding of SSRS reports, useful when information needs to be shared with external parties.

The following screenshot shows a sample modern design report...