Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

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  • Blog Post: Reporting on quantity values from Microsoft Dynamics AX 2012

    Management Reporter can be used to create some great operational reports. Linking a report to Excel is one great way to get at additional data, but actual quantity or budget quantity values can be used for statistical data as well. I've seen many great operational reports such as: Weekly material...
  • 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: Budget Planning for Dynamics AX 2012 R2

    With the release of Management Reporter 2012 Rollup 4, Management Reporter supports your reporting needs for Dynamics AX Budget Planning, a new solution in Dynamics AX 2012 R2. Budget Planning will appeal particularly to organizations that have formal and structured budgeting processes. Budget Planning...
  • 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: Budget Reservations - Management Reporter 2012 Feature Highlight

    Budget Control is a feature in Dynamics AX 2012 that creates budget reservations and calculates your budget funds available as you move through the procurement process. Management Reporter 2012 now brings all the data across as a book code so you can report on budget reservations in a financial statement...
  • Blog Post: Rolling Forecast Headers - Management Reporter 2012 Feature Highlight

    Rolling forecast headers provide users with headers that dynamically span columns based on the period and report date. This feature is great for rolling forecasts, where some columns contain Actual data, and some columns contain budget/forecast data. Each month, as the report date is changed, the headers...
  • 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: 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...
  • Blog Post: Welcome to Dynamics CPM!

    Right now you are probably asking yourself, "What is Dynamics CPM?". CPM stands for Corporate Performance Management. It is a business intelligence capability area that covers the scenarios of Financial Reporting, Planning/Budgeting/Forecasting, and Consolidations. Currently, CPM within Microsoft...
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