Get effective Business Intelligence for Microsoft Dynamics

For a limited time, we are offering the complete onboarding experience free of charge. We understand that during this difficult time in business, you need access to your data now, and not months from now.  Book your demo today.

Fill in the form to book your online demo and we’ll be in touch ASAP.

We look forward to setting up your 1:1 demo that will be tailored to your business needs and your data. Tell us a bit about you below!


1:1 demo tailored to your business with many ideas on how you can analyze your data more efficiently. Get a sense of how standardized solutions can lower your risk of implementation and bring BI to your organization in a matter of days, not months. BI4Dynamics introduction demo is always tailored to your unique requirements and business processes. Depending on your focus area we are alternating through:

End-user Benefits

  • Which business intelligence fields (KPIs, dimensions, measures) for business applications of your choice are available?
  • How you can use predefined Power BI dashboards – for desktop and mobile – to get an instant overview of your business.
  • How you can use Excel for doing in-depth analysis and ad-hoc reports on top of BI4Dynamics?

Customization & Development

  • How BI4Dynamics is made? You will see a prebuilt code that builds a complete BI solution in form of a Data Warehouse, Tabular Model with 2.000 BI fields.
  • How you can customize existing 2.000 BI fields in 5 wizard-driven steps?
  • How you can develop a vertical solution or integrate external data source using BI4Dynamics development wizard.

If your primary ERP is Microsoft Dynamics then installing BI4Dynamics is a way to go. After request, you will get an unrestricted license, with all modules activated, and our unique Customization Wizard for a full Data Warehouse Automation experience.

Block 2 hours of your time to accommodate, one of our experienced support team members, to guide you through the online installation. We will perform the installation of BI4Dynamics on your server without interfering in your ERP, neither having access to your data.

The very next they after installation you will have access to your Data Warehouse with more than a million rows of code, OLAP Cubes, or a Tabular model with 2.000 BI fields that are ready to be accessed.

The next phase after installation is connecting Power BI and Excel dashboards and reports to your data, transformed with BI4Dynamics.  BI4Dynamics out-of-the-box offering includes more than 150 Power BI Dashboards for web and mobile usage and Excel reports that cover all standard application areas (Sales, Receivables, Finance, Inventory, Purchase, Payables) and Retail. The selection of predefined reports is listed in our ebook.

After the installation, you will have access to all Power BI dashboards after the installation. By changing the connections string reports will be refreshed with your data, so you will get instant insight into your business. If possible you can provide a Power BI Pro account with your domain so everyone from your team can have access to the web and mobile reports. This will ensure that complete organization can monitor and analyze your data across all devices (desktop, mobile, web).

After BI4Dynamics is installed and reports are connected it’s time to guide you through the dashboards and help you see more trends, details, and insights that will help you increase your revenue. Orientation business user “Walkthrough data” workshop will give the users in-depth information about your Microsoft Dynamics, BI4Dynamics, Power BI, and Excel reports before deciding on implementation. This 2-hours interactive workshop, guided by a senior BI4Dynamics consultant, will open your eyes and help you find unexpected events and trends in your business.

When we say we will support you through onboarding experience we really mean this. As we want you to have the best possible experience we offer reasonable support to customers during the trial period. We will answer all kinds of questions to help you better understand your data and BI project.

How to use predefined Power BI reports?

  • Power BI reports are already made by BI4Dynamics and can be used on top of BI4Dynamics.
  • What are the best practices for analyzing data in the report and in the dashboard?
  • How we can change predefined reports and dashboards?

How to use different sources of data for reporting?

  • How to join more Microsoft Dynamics data sources into one data warehouse?
  • How to add other external data sources into the data warehouse?
  • How to build queries within Power BI and incorporate them into BI4Dynamics?

How to manage user access?

  • How to refresh data? How to manage user access?
  • How to distribute reports and dashboards?

How to make changes to Microsoft Dynamics to better utilize BI?

  • Setting up a global dimension in Microsoft Dynamics?
  • How to prepare budgets in Microsoft Dynamics or Excel before processing them to BI4Dynamics?
  • How to use financial reporting (Financial statements or Account schedules) to better control the reconciliation of general ledger with sub-ledger?
  • How to use BI for company group consolidations?

Based on customer reaction on average BI4Dynamics supports more than 80% of their analytical requirements. So at this point, we usually discuss the gap that is missing and who will do the job.

BI4Dynamics comes with a fully functional development wizard that enables changing existent content and further development of new verticals, cubes, etc. This gives you the power to be in control of your BI project and perform what’s needed using our development wizard by your internal resources. Or we can define the scope together and we allocate our skilled team to do the additional development to finish the project, help you with some minor tasks, for training, etc.

After 30 days of exploring your data and have the full running version of BI4Dynamics, it’s time to decide if BI4Dynamics is the right fit for your business. To get a sense of BI4Dynamics pricing click here >>.

When confirming our offer we always reinstall and set up BI4Dynamics in the production server, we connect Power BI and Excel Dashboards once again and check if everything is in place. If we find out that you need any customizations we either perform 4 – 8-hour training for your technical team or we allocate our team to start working on your project based on a project scope we defined. We also offer additional customizations in Power BI dashboards and End-user training in Power BI and Excel to help them analyze the data more efficiently.

An average project requires a BI4Dynamics license and 20 hours of our services to implement and customize the solution to your needs. Contact our sales team at sales@bi4dynamics.com for more information.

1. Introduction demo

1:1 demo tailored to your business with many ideas on how you can analyze your data more efficiently. Get a sense of how standardized solutions can lower your risk of implementation and bring BI to your organization in a matter of days, not months. BI4Dynamics introduction demo is always tailored to your unique requirements and business processes. Depending on your focus area we are alternating through:

End-user Benefits

  • Which business intelligence fields (KPIs, dimensions, measures) for business applications of your choice are available?
  • How you can use predefined Power BI dashboards – for desktop and mobile – to get an instant overview of your business.
  • How you can use Excel for doing in-depth analysis and ad-hoc reports on top of BI4Dynamics?

Customization & Development

  • How BI4Dynamics is made? You will see a prebuilt code that builds a complete BI solution in form of a Data Warehouse, Tabular Model with 2.000 BI fields.
  • How you can customize existing 2.000 BI fields in 5 wizard-driven steps?
  • How you can develop a vertical solution or integrate external data source using BI4Dynamics development wizard.
2. Guided Installation

If your primary ERP is Microsoft Dynamics then installing BI4Dynamics is a way to go. After request, you will get an unrestricted license, with all modules activated, and our unique Customization Wizard for a full Data Warehouse Automation experience.

Block 2 hours of your time to accommodate, one of our experienced support team members, to guide you through the online installation. We will perform the installation of BI4Dynamics on your server without interfering in your ERP, neither having access to your data.

The very next they after installation you will have access to your Data Warehouse with more than a million rows of code, OLAP Cubes, or a Tabular model with 2.000 BI fields that are ready to be accessed.

3. Power BI and Excel

The next phase after installation is connecting Power BI and Excel dashboards and reports to your data, transformed with BI4Dynamics.  BI4Dynamics out-of-the-box offering includes more than 150 Power BI Dashboards for web and mobile usage and Excel reports that cover all standard application areas (Sales, Receivables, Finance, Inventory, Purchase, Payables) and Retail. The selection of predefined reports is listed in our ebook.

After the installation, you will have access to all Power BI dashboards after the installation. By changing the connections string reports will be refreshed with your data, so you will get instant insight into your business. If possible you can provide a Power BI Pro account with your domain so everyone from your team can have access to the web and mobile reports. This will ensure that complete organization can monitor and analyze your data across all devices (desktop, mobile, web).

4. Walk trough data

After BI4Dynamics is installed and reports are connected it’s time to guide you through the dashboards and help you see more trends, details, and insights that will help you increase your revenue. Orientation business user “Walkthrough data” workshop will give the users in-depth information about your Microsoft Dynamics, BI4Dynamics, Power BI, and Excel reports before deciding on implementation. This 2-hours interactive workshop, guided by a senior BI4Dynamics consultant, will open your eyes and help you find unexpected events and trends in your business.

5. Support

When we say we will support you through onboarding experience we really mean this. As we want you to have the best possible experience we offer reasonable support to customers during the trial period. We will answer all kinds of questions to help you better understand your data and BI project.

How to use predefined Power BI reports?

  • Power BI reports are already made by BI4Dynamics and can be used on top of BI4Dynamics.
  • What are the best practices for analyzing data in the report and in the dashboard?
  • How we can change predefined reports and dashboards?

How to use different sources of data for reporting?

  • How to join more Microsoft Dynamics data sources into one data warehouse?
  • How to add other external data sources into the data warehouse?
  • How to build queries within Power BI and incorporate them into BI4Dynamics?

How to manage user access?

  • How to refresh data? How to manage user access?
  • How to distribute reports and dashboards?

How to make changes to Microsoft Dynamics to better utilize BI?

  • Setting up a global dimension in Microsoft Dynamics?
  • How to prepare budgets in Microsoft Dynamics or Excel before processing them to BI4Dynamics?
  • How to use financial reporting (Financial statements or Account schedules) to better control the reconciliation of general ledger with sub-ledger?
  • How to use BI for company group consolidations?
6. Definding GAP

Based on customer reaction on average BI4Dynamics supports more than 80% of their analytical requirements. So at this point, we usually discuss the gap that is missing and who will do the job.

BI4Dynamics comes with a fully functional development wizard that enables changing existent content and further development of new verticals, cubes, etc. This gives you the power to be in control of your BI project and perform what’s needed using our development wizard by your internal resources. Or we can define the scope together and we allocate our skilled team to do the additional development to finish the project, help you with some minor tasks, for training, etc.

7. Decision

After 30 days of exploring your data and have the full running version of BI4Dynamics, it’s time to decide if BI4Dynamics is the right fit for your business. To get a sense of BI4Dynamics pricing click here >>.

When confirming our offer we always reinstall and set up BI4Dynamics in the production server, we connect Power BI and Excel Dashboards once again and check if everything is in place. If we find out that you need any customizations we either perform 4 – 8-hour training for your technical team or we allocate our team to start working on your project based on a project scope we defined. We also offer additional customizations in Power BI dashboards and End-user training in Power BI and Excel to help them analyze the data more efficiently.

An average project requires a BI4Dynamics license and 20 hours of our services to implement and customize the solution to your needs. Contact our sales team at sales@bi4dynamics.com for more information.

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