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
Got feedback or suggestions for a future episode? Email email@example.com.
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts, Spotify, Player.FM, Google Podcasts, TuneIn, Stitcher, or YouTube. You can also listen via our app on iOSor Android.