Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Planning reporting needs for ERP

The implementation teamwork of Microsoft Dynamics 365 for Finance and Operations  should challenge the management's reporting needs in the analysis phase of implementation, with a particular focus on exploring the data required to build reports. These data requirements should then be cross-checked with the real data entry activities that end users will execute to ensure that business users will get vital information from the reports.

On several projects, there are no well-defined reports except the financial reports (trial balance, income statement, and balance sheet) that are in place during analysis. Later, for live operations on such projects, the implementation team determines the need for more data and ...