Integrating Power BI with Dynamics 365 Finance for an Unparalleled UX Experience

Integrating Power BI with Dynamics 365 Finance for an Unparalleled UX Experience

Financial data holds impeccable power to transform the dynamics of your business. Nevertheless, the complex and unprocessed data is full of complexities, waiting to get eliminated. The intricacies simply don’t end here. Segregated forms of data must be compiled and processed to derive valuable information, that will help spot trends and make informed decisions.

In such an unstructured display of data and information, a powerful interplay of design can add wonders to data visualization. Design matters and it matters even more in a SaaS product that visualizes dense financial data. A superior design is not only aesthetically pleasing to the user’s eyes, but it is also intuitive enough to empower the user to independently work the software. A supportive UX design builds customer loyalty as well.?88% ?of users have reported that they are less likely to return to an online platform due to a terrible UX.

Therefore, the inclusion of?Power BI ?into Microsoft Dynamics 365 Finance, effortlessly turns disparate data sources into visually immersive, interactive, and useful information.

How is Power BI-integrated Dynamics 365 Finance Beneficial in ERP?

Enterprises have dense financial data sources that are both structured and unstructured. They aim for data optimization to:

  • Mitigate Risks and Financial Complexities
  • Decrease Operations Costs
  • Increase Profitability
  • Extract Intelligent Insights
  • Build Strategies

Dynamics 365 Finance deals with a mature amount of data types i.e., accounts, revenues, expenditures, payments, taxes, and cash flows. So much data can quickly become overwhelming and confusing to work through when you are expected to generate reports from it.

Power BI, when integrated with Dynamics 365, intelligently handles raw data. Users can sort, explore, clean, and visualize data with the help of a versatile toolkit provided in Power BI.

Furthermore, Power BI’s highly intuitive UX empowers you to optimize and visualize your data into attention-grabbing reports, without much technical know-how.

What is so Special About Power BI’s UX?

Power BI’s UX design is aimed to empower the user to work through building reports with AI insights, without any technical experience in data analytics. Contrary to the dauntingly powerful features and tools it provides, Power BI’s UX expands its accessibility to anyone who has preliminary knowledge of Excel. In?Power BI , the user experience is designed to provide two necessary UX elements:

  • Streamlined Data Access
  • Simplified User Journey

The Power BI dashboard is GUI enabled and comprises helpful tools that integrate Excel and help users extract data from it.

Access Power BI Dashboard on Your Phone

Phone apps are always more convenient when you are on the go. Power BI’s efficient UX enables you to access and analyze reports from the Power BI App, available on your phone.

Enable Dark Mode

Another user-centric feature of?Power BI ?is that it comes with a dark mode. This makes it easier for the user to work long hours on their report, without tiring out their eyes.

How Can You Enhance Your Report’s UX Using Power BI?

Moving on from how Power BI’s UX helps you build reports and generate insights seamlessly, we have put together some tips on how can enhance your report’s user experience in Power AI.

Make a Detailed Report

Instead of the boring, two-dimensional flat reports, you can create reports that have hierarchal levels of data. This feature eliminates the possibility of your reports being too overwhelming and makes them interactive to the report consumer too.

  • Embed an on-demand detail system using?Matrix Visual?in your report.

You can add details in drillable columns, rows, or even cells.

  • Add a?Paginated Report?feature in your report. It will take the source data to view transaction-level detail that is absent in the main report.

Configure Your Report Buttons for a Seamless Report Navigation

You can configure the buttons inside your report, at the time of making a report, to help your audience navigate through data easily.

  • Add ‘drill through detail’ buttons to add on-demand details

  • Format them with ‘on hover’ formatting and add tooltips to show the user the purpose of some buttons.

In all, Dynamics 365 Finance-integrated Power BI provides an unparalleled user experience.

Dynamics Solution and Technology: Transforming Your Data - Visually!

Converting data into valuable information requires immense industrial expertise, and finding the right resource often becomes a daunting task.?Dynamics Solution and Technology , being a Microsoft Gold Partner, is a credible implementation partner that will seamlessly transform data into powerful visual results.

Leveraging such data analytics and visualization solutions has helped companies analyze their data irrespective of size, scale, type, and domain and improve their decision-making capabilities in today’s competitive times. And you wouldn’t want to miss out on such a powerful integrable data visualization tool in your ERP systems.

Schedule a demo ?with us and see how our expertise helps transform your business.

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