Book Image

Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

By : Mohamed Aamer Ala El Din
Book Image

Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

By: Mohamed Aamer Ala El Din

Overview of this book

Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities.
Table of Contents (24 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
Index

Chapter 16. Exploring Financial Reporting and Analysis

The main principles of reporting are the reliability of obtaining business information and the ability to get the right information at the right time for the right person. Reports that analyze ERP data in an expressive way represent the output of the ERP implementation. Reporting is considered as the cream of implementation and the next level of value that the solution stakeholders should aim for. This ultimate outcome results from building all reports based on a single point of information. In this chapter, we will cover the following topics:

  • Planning reporting needs for ERP
  • Understanding the information technology value chain
  • Understanding Microsoft Dynamics 365 for Finance and Operations information source blocks
  • Discovering Microsoft Dynamics 365 for Finance and Operations reporting
  • Reporting options