KPI’s, Business Intelligence, Custom Reports and Datamarts are nothing new to Microsoft Dynamics GP, but the potential for user adoption and ease of access has improved significantly with the release and maturity of Microsoft Power BI. Power BI is the go-to tool for Microsoft cloud apps including Dynamics 365 CRM, Finance & Operations and Business Central. Microsoft also has connections and support for SQL Server and Dynamics GP via the free Power BI Gateway app for connecting to on-premise data sources.
Our team at GP Support North, is obviously biased towards promoting Dynamics GP, but did want to highlight:
“There is close to zero need to change platforms just to gain access to cloud-based BI tools. Power BI works well with Dynamics GP and other on-premise data sources.”
For Dynamics GP users, there are options. A great number of Corporate Reporting / Budgeting / BI tools can complement and extend Dynamics GP with cloud-based analytics and dashboards shared across your entire company online, on mobile, tablet, Mac and PC.
What is Business Intelligence?
Business Intelligence (BI) is a technology-driven process for analyzing data and presenting actionable information to help corporate executives, business managers and other end users make more informed business decisions.
Telling a story with KPIs and dashboards via Microsoft Power BI can serve to “keep a pulse” on such metrics, supporting an ‘aggregation of information’ and a more frequent review of metrics by business users. This higher frequency (weekly, daily, even multiple times a day) of reviewing and taking action based on specific metrics relevant to each department is what is referred to as “embedding KPIs” within your organization.
Embedding Dynamics GP Power BI Dashboards and KPIs in your organization
Key Performance Indicators (KPIs) can be used as a defined measure to gauge the performance of how your business operations and strategies are being implemented and executed. Microsoft Dynamics GP can obviously give you the answers, but typically only if you are looking for them, and periodically additional outside information is needed to form a more complete story. Additionally, there are users that may be outside of your core GP team, who would love to gain access to AR, Sales and other KPI. PowerBI can be a good means to help expose such valuable insights. For example, a simple CRM add-on product called “GP Bistro product” connects GP with Dynamics 365 for Sales (CRM) and can use Power BI within CRM to provide dashboards for sales by custom, AR aging by customer, and popular products sold. https://www.gpsupportnorth.com/gp/gpbistro/
Stay tuned for Part 2 of 2 next week. …. Before we look at user adoption in relation to your efforts to embed dashboards and KPIs, let’s take a quick look into what makes a great dashboard and set of KPIs in the first place…
Scott Jorgens, GP Support North
ERP Software Blog profile
About GP Support North – www.gpsupportnorth.com
GP Support North is a large team of GP consultants at Endeavour Solutions, dedicated to supporting clients using Microsoft Dynamics GP (Great Plains) ERP. We are your safe-haven for long term GP support and consulting services. We will not force you to change platforms, but if and when you are ready, we can help migrate you to the cloud.
We love Dynamics GP (Great Plains) and have more than 550 active clients across North America predominately in the USA and Canada. Over the years, our team has been named multiple times to the Microsoft President’s Club – The top 5% of Microsoft Partners Worldwide.
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