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Page 1: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

making clever happen

Dynamics 365 Business Central for Financial Management & Reporting

© Walkerscott. All Rights Reserved.

Page 2: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

© 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

Page 3: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

© 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

Page 4: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

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

Page 5: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

Microsoft Dynamics 365 Business CentralUnderstanding the solution

Page 6: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting
Page 7: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

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

Page 8: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

Classified as Microsoft Confidential

What are your thoughts about migrating to the cloud?

Option 1 Option 2 Option 3

Page 9: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

Business Financial Reporting DemoSeckPin Chong & Farid Jalal

Page 10: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

So what is the right reporting solution for you

Page 11: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

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

Page 12: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

11 June 2020© Walkerscott. All Rights Reserved. 12

What is Jigsaw?

Automated reporting & consolidation for the most common financial source systems

Page 13: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

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”

Page 14: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

Questions?Thank You

© Walkerscott. All Rights Reserved.

Page 15: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

11 June 2020© Walkerscott. All Rights Reserved. 15

Screenshots

Page 16: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

11 June 2020© Walkerscott. All Rights Reserved. 16

Screenshots

Page 17: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

11 June 2020© Walkerscott. All Rights Reserved. 17

Screenshots

Page 18: Dynamics 365 Business Central for Financial Management ... · reporting solution for you. Jigsaw is specifically designed to accelerate financial management & standardized reporting

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Screenshots