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Dec 10, 2018

This episode is brought to you by D365UG.

In today's episode, Katherine and Will talk about reporting options for Finance and Operations.

  • When should you use Finance/Management Reporter?
  • When should you use Power BI?
  • Difference between reporting in Customer Engagement and F&O
  • Statutory reporting
  • Discussing reporting with clients
  • Reporting when moving from another ERP
  • Reporting on revenue recognition
  • General ledger reporting
  • October 2018 enhancements for F&O
  • Integration with Field Service and Project Service
  • Integration templates

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Music: https://www.purple-planet.com