D365 F&O Reporting Best Practices, Patterns and Anti-Patterns

Scenario # 1 - F&O Implementation project reporting requirements

Customer and implementation partner have embarked on Finance and Operations Implementation project

Patterns

Start reporting and business intelligence (BI) discovery and requirements gathering at the outset of the implementation.

Gather BI requirement from a process perspective

• Operational reporting
• Financial or regulatory reporting
• Ad-hoc inquiries
• Dashboard and analytical reports

Collect information about how these reports will be used

• Printed out on a paper that goes with the shipment on a truck
• Create a pivot in excel to build another report
• Utilize data to drive some action in ERP system
• Submit to government authorities at the year end

Anti-Patterns

• DO NOT leave reporting and analytics for the end of the project.

• DO NOT collect just a sample of reports from the legacy system, without any understanding of how they were being used and their purpose.