Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: Microsoft Forecaster Data Transfer Tool Updated

    The Microsoft Forecaster Data Transfer Tool has been updated to include support for Microsoft Dynamics GP 2013. You can download the updated Microsoft Forecaster Data Transfer Tool from CustomerSource.
  • Blog Post: Microsoft Forecaster - SP5 now available!

    To cap off a great week talking with customers and partners at Convergence 2013 in New Orleans, we are happy to announce the release of Microsoft Forecaster 7.0 SP5. This service pack addresses issues surrounding Human Resources and Revenue as well as other product issues. For more information and...
  • Blog Post: Microsoft Forecaster: Using menus to drill down on reports

    With budgeting season fast approaching, it’s time to start looking at how you can take advantage of features in Microsoft Forecaster that you may not be using or you are underutilizing. Menus are one of these features. Microsoft Forecaster contains different types of menus for different reasons...
  • Blog Post: Creating a Management Reporter report to import data into Microsoft Forecaster

    As we move into budgeting season for many customers, it’s a good idea to use Management Reporter to create an actual data import file for into Microsoft Forecaster. This actual data can be great for creating forecasts and baselines in Microsoft Forecaster. For reporting on Microsoft Forecaster...
  • Blog Post: Reporting on Microsoft Forecaster Data in Management Reporter

    We all want to report on information from our budgets, and many customers are using Microsoft Forecaster for budgeting and forecasting. If you’re on Dynamics GP , Dynamics SL or Dynamics AX 2009 , you have Microsoft Forecaster Data Transfer tool that will transfer balances from Microsoft Forecaster...
  • Blog Post: Did you Know? - Using Adjustments in Microsoft Forecaster

    Today, I wanted to spend some time talking about Adjustments in Microsoft Forecaster. This feature often comes up in discussions with customers as something they are not aware of or are unsure how to use. Adjustments allow for quick and easy updates at the posting or summary level. This is extremely...
  • Blog Post: Use Tasks in Microsoft Forecaster 7.0 to Automate Work and Save Time

    If you are using Microsoft Forecaster, you may have used tasks to perform a recalculation of input set values, or possibly run an allocation. In addition to these items, there are several other great things you can do with tasks. In many of the Forecaster implementations I’ve seen, tasks are...
  • Blog Post: Microsoft Forecaster - SP4 is now available!

    Microsoft Forecaster Service Pack 4 is now available. This service pack addressed issues surrounding Human Resources and improved performance for calculating revenue, along with resolving other product issues. For more information and to download Service Pack 4, visit Microsoft Forecaster Service...
  • Blog Post: Looking for training on Microsoft Forecaster?

    Are you ready to get going with Microsoft Forecaster, or add features to your existing Forecaster environment? I've compiled a list of resources to provide some training and help you get there. You can view a demonstration here . This is a great overview to help explain the different components that...
  • Blog Post: Microsoft Forecaster – Using Overrides to present relevant data to users

    Did you know that Microsoft Forecaster allows the setup of templates that can be applied to different departments within the same budget? Overrides By going to the Setup | Budget | Input Set and clicking on the Overrides tab, you will see a window that you can assign a different set of Lines or...
  • Blog Post: Influence Financial Reporting and Budgeting Features!

    Do you have a favorite feature you'd LOVE to see added to Management Reporter or Forecaster? If you answered, yes...keep reading! Our team uses the feedback provided on Microsoft Connect to help determine features to be included in future releases. It's quick and easy to get signed up. Once...
  • Blog Post: Convergence 2011 Recap

    Whew! The Microsoft Dynamics Corporate Performance Management team had a busy Convergence! Our team presented 10 Concurrent Sessions, 7 Interactive Discussions as well as created Hands-on Lab content. Nearly 2,200 attendees came to learn more about Management Reporter and Forecaster. That's close...
  • Blog Post: Where Can I Learn About Microsoft Dynamics Corporate Performance Management (CPM) at Convergence?

    If you are attending Convergence North America this April, there are many opportunities for you to learn more about Microsoft Dynamics CPM. These learning opportunities include concurrent sessions, interactive discussions, hands-on lab, and the expo. Below is the breakdown of all of the activities...
  • Blog Post: Forecaster Data Transfer Tool is released!

    The Forecaster Data Transfer Tool has been released! Your first question might be what is the Forecaster Data Transfer Tool? This tool will transfer budget data in Forecaster to the budget tables in Dymamics SL, Dynamics GP, or Dynamics AX. Once the data has been transferred, the data can be reported...
  • Blog Post: Dynamics CPM roadmap featured in Directions on Microsoft!

    In June, Directions on Microsoft added a new roadmap covering Management Reporter, FRx, Forecaster, and Enterprise Reporting. The content they published outlines information shared at Convergence earlier this year. We'll be communicating more on the roadmap soon, but this is a good source for immediate...
  • Blog Post: Introduction to FRx and Forecaster

    The next three posts will be quick introductions to the products our team owns. There are four products in total: Microsoft FRx, Microsoft Forecaster, Enterprise Reporting, and Management Reporter. We'll start with FRx and Forecaster since these are the products our team has owned the longest. Microsoft...
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