dynamics 365 business central for financial management ... · reporting solution for you. jigsaw is...
TRANSCRIPT
making clever happen
Dynamics 365 Business Central for Financial Management & Reporting
© Walkerscott. All Rights Reserved.
© Walkerscott. All Rights Reserved.
Today’s Presenters
Blair Scott SeckPin ChongHead of People & Partnerships Senior Dynamics 365 Consultant
11 June 2020 2
Farid JalalLead Consultant – Data & Analytics
© Walkerscott. All Rights Reserved.
Making business better
11 June 2020 3
Application SpecialistsOver 45 Awesome People
We are action oriented and passionate about helping our clients leverage Microsoft technology.
Cloud FirstLead
Gold Competency
Where do we Specialise?
ANALYTICS
BUSINESS APPS
AZURE CLOUD
Common Data Service
Dynamics365
Business Central Power Apps Custom
DevelopmentLegacy Apps
SaaS
Azure
Data Warehousing
Office 365 Power BI
MS Flow
Microsoft Dynamics 365 Business CentralUnderstanding the solution
Microsoft Dynamics 365 Business CentralCore Capabilities
Financial management Account receivables/payables
Bankreconciliation
Fixed assetmanagement
Month/Year end closing
Sales & service management
Quotegeneration
Contact management
Sales invoicing
Paymentprocessing
Project management Capacityplanning
Budgets andestimates
Job andprocess costing
Resourcemanagement
Supply chain management Inventory and Purchasing control
Shipment and distribution
Returns andcancellations
Procurement and vendor management
Operations management Forecasting Production planning
Manufacturing capacity
Warehouse management
Reporting & analytics Customer insights
Self-servereports
Interactivedashboards
Built-inintelligence
Classified as Microsoft Confidential
What are your thoughts about migrating to the cloud?
Option 1 Option 2 Option 3
Business Financial Reporting DemoSeckPin Chong & Farid Jalal
So what is the right reporting solution for you
Jigsaw is specifically designed to accelerate financial management & standardized reporting with data from a range of source accounting systems
Why Jigsaw
Pre-ConfiguredOut of the box starter reports for the most common financial reporting
RapidImplementation and training can be completed in days not months
ExtendableFully extendable to accommodate financial data from other accounting systems and Excel
ConfigurableIntuitive UI to configure custom reporting hierarchies and consolidation / inter company elimination rules
11 June 2020© Walkerscott. All Rights Reserved. 12
What is Jigsaw?
Automated reporting & consolidation for the most common financial source systems
11 June 2020© Walkerscott. All Rights Reserved. 13
Picking the right solution for the right jobBusiness Central
Out of the box reporting within Business Central
Single source system
Comfort with paginated reporting based on Account Schedules or OOTB reports
Only GL sourced financial reporting is configurable through Acc. Schedules
Requires C# development team to build customized reporting
Technical development required to integrate other systems’ data
Tactical reports without maintaining a “single version of truth” data asset
Power BI
Interactive reports directly connected to Business Central
Unique requirements not catered to by OOTB reports
Superior user experience with slice-and-dice, drill-down and drill-through
functionality
Build Power BI reports from scratch across different BC modules
In-house business users / analysts to build customized Power BI reports
Easily connect to other systems using the >200 data connectors available
Tactical reports without maintaining a “single version of truth”
Jigsaw
Automated reporting & consolidation for common financial source systems
All Power BI functionality and benefits
Streamline complex multi-company, multi-source systems financial reporting
Out of the box starter Power BI reports
Ability to define and manage custom reporting hierarchies easily
Automatic consolidation and intercompany eliminations
Easily extend with other financial and operational data sources
Strategic initiative to maintain a “single version of truth”
Questions?Thank You
© Walkerscott. All Rights Reserved.
11 June 2020© Walkerscott. All Rights Reserved. 15
Screenshots
11 June 2020© Walkerscott. All Rights Reserved. 16
Screenshots
11 June 2020© Walkerscott. All Rights Reserved. 17
Screenshots
11 June 2020© Walkerscott. All Rights Reserved. 18
Screenshots