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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Tools for financial re...
Finance | Project Operations, Human Resources, ...
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Tools for financial reporting

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Posted on by Stella Glennon 40
What tools or extensions do you recommend for building custom financial reports directly from Dynamics 365 without exporting to Excel every time?
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  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 18,258 Most Valuable Professional on at
    Tools for financial reporting
    Hi Also there is a semi new functionality called BPA. You may consider to use that functionality.
     
     
  • Verified answer
    Arvind Bharti Profile Picture
    Arvind Bharti 584 Super User 2025 Season 2 on at
    Tools for financial reporting
    Hi Are you referring for Dynamics 365 finance?
     
    If yes then you should use financial reporter tool (Management reporter).
     
    Apart from that you can use embedded power BI using entity store.
     
    recently we also have business performance analytics tool available for reports

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