Book your demo & free trial today!

For a limited time, we are offering a complete onboarding experience free of charge.
We understand you need insights and dashboards from your data now, and not months from now.

Invite as many attendees as you wish! The demo is tailored to your business needs, processes and includes many ideas for improving the analysis of your data. With this, you will improve; the awareness of the company over its business processes, efficiency, control, flexibility, and decisiveness.

Get a sense of how standardized solutions can lower your risk of implementation and bring BI to your organization in a matter of days.

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, a 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 an external data source using BI4Dynamics Development Wizard.

Your primary ERP is Microsoft Dynamics? – Yes? – Perfect!
Then your primary BI tool should definitely be BI4Dynamics!

After we receive your request, we will open for you an unrestricted license. The license will contain all business modules from our portfolio and our unique Customization Wizard for a full Data Warehouse Automation experience.

How many hours will you need to dedicate from your valuable time for such installation?
– Only a couple of hours to provide access to your environment for our implementation team!

Reserve 2 hours on any particular date to schedule one of our experienced support team members, to ensure you meet the system requirements. The installation of BI4Dynamics will be performed on your server without interfering with your ERP, neither having access to your data.

Regardless if you’re using Microsoft Dynamics on-premises or in the cloud, BI4Dynamics’s data warehouse can be deployed either On-Premises Server or in Azure Virtual Machine.

There are 3 options to choose from for deploying the Analytical layer to which you’re connecting with either Power BI or Excel:

  • On-Premises Analysis Services – Best option when you have hardware available. Only Local Access to dashboards.
  • Azure Analysis Services – Accessible from any device and anywhere. Can be switched of when not in use.
  • Power BI Premium – Best performance, best flexibility for 20$/user/month.

We will be happy to assist and advise you in the choice procedure and with this eliminate your doubts and leave you solely with confidence for the choice you are about to make.

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

The following step is connecting Power BI & Excel Dashboards/reports to your data, transformed by BI4Dynamics.

BI4Dynamics application is an out-of-the-box solution and includes more than 150 Power BI Dashboards accessible from the web and mobile. These Excel Reports are covering all standard application areas (Sales, Receivables, Finance, Inventory, Purchase, Payables) and Retail. The selection of predefined reports is listed in our ebook.

When the Power BI & Excel Dashboards are connected to your data, you will have full access to the insights that BI4Dynamics can extract from your data. Therefore, If you provide us with a Power BI Pro account with your domain, we can enable access to anyone whom you would like to have access to the Web and Mobile reports. With this, we ensure that the complete organization can monitor and analyze your data across all devices (desktop, mobile, web).

Following the connection of the reports is the step where we guide you through the connected dashboards and navigate you through the solution, so you will more easily see the trends, details, and insights that the BI4Dynamics application is offering.

Orientation business user “Walkthrough data” workshop will give you in-depth information about your Microsoft Dynamics, BI4Dynamics, Power BI, and Excel reports before deciding on implementation. These 2-hours of an interactive workshop, guided by a senior BI4Dynamics consultant will enlighten you and help you find unexpected events and trends in your business.

When we say we will support you through the onboarding experience, we truly mean it!

We offer support during the trial period since we want you to have the best possible experience during and after the trial. We are open to answering every question you might have in order to be transparent and improve your understanding of your data and the whole 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 to 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 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 the general ledger with the sub-ledger?
  • How to use BI for company group consolidations?

The experience from our diversified customers has already shown us that on average BI4Dynamics supports more than 80% of the analytical needs of each customer. Therefore, the main points of discussion are: more often than not the rest 20% that are missing, the manner how BI4Dynamics will satisfy this need, and the time needed for fulfilling the need.

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.
Another alternative is to define the scope with BI4Dynamics and outsource the development to our skilled team either to finish the whole project or help you with some minor tasks, train you, etc.

After 30 days of exploring your data and having the full running version of BI4Dynamics, it’s time to decide if BI4Dynamics is the right fit for your business.

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.
In case we find out that you need any customizations, we either perform 2 – 5 day training for your technical team or we allocate our team to start working on your project based on a project scope we defined. We are also offering 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 less than 10 days of our services to implement and customize the solution to your needs.
Contact our sales team at sales@bi4dynamics.com for more information.

1. Demo

Invite as many attendees as you wish! The demo is tailored to your business needs, processes and includes many ideas for improving the analysis of your data. With this, you will improve; the awareness of the company over its business processes, efficiency, control, flexibility, and decisiveness.

Get a sense of how standardized solutions can lower your risk of implementation and bring BI to your organization in a matter of days.

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, a 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 an external data source using BI4Dynamics Development Wizard.
2. Installation

Your primary ERP is Microsoft Dynamics? – Yes? – Perfect!
Then your primary BI tool should definitely be BI4Dynamics!

After we receive your request, we will open for you an unrestricted license. The license will contain all business modules from our portfolio and our unique Customization Wizard for a full Data Warehouse Automation experience.

How many hours will you need to dedicate from your valuable time for such installation?
– Only a couple of hours to provide access to your environment for our implementation team!

Reserve 2 hours on any particular date to schedule one of our experienced support team members, to ensure you meet the system requirements. The installation of BI4Dynamics will be performed on your server without interfering with your ERP, neither having access to your data.

Regardless if you’re using Microsoft Dynamics on-premises or in the cloud, BI4Dynamics’s data warehouse can be deployed either On-Premises Server or in Azure Virtual Machine.

There are 3 options to choose from for deploying the Analytical layer to which you’re connecting with either Power BI or Excel:

  • On-Premises Analysis Services – Best option when you have hardware available. Only Local Access to dashboards.
  • Azure Analysis Services – Accessible from any device and anywhere. Can be switched of when not in use.
  • Power BI Premium – Best performance, best flexibility for 20$/user/month.

We will be happy to assist and advise you in the choice procedure and with this eliminate your doubts and leave you solely with confidence for the choice you are about to make.

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

3. Power BI

The following step is connecting Power BI & Excel Dashboards/reports to your data, transformed by BI4Dynamics.

BI4Dynamics application is an out-of-the-box solution and includes more than 150 Power BI Dashboards accessible from the web and mobile. These Excel Reports are covering all standard application areas (Sales, Receivables, Finance, Inventory, Purchase, Payables) and Retail. The selection of predefined reports is listed in our ebook.

When the Power BI & Excel Dashboards are connected to your data, you will have full access to the insights that BI4Dynamics can extract from your data. Therefore, If you provide us with a Power BI Pro account with your domain, we can enable access to anyone whom you would like to have access to the Web and Mobile reports. With this, we ensure that the complete organization can monitor and analyze your data across all devices (desktop, mobile, web).

4. Walktrough demo

Following the connection of the reports is the step where we guide you through the connected dashboards and navigate you through the solution, so you will more easily see the trends, details, and insights that the BI4Dynamics application is offering.

Orientation business user “Walkthrough data” workshop will give you in-depth information about your Microsoft Dynamics, BI4Dynamics, Power BI, and Excel reports before deciding on implementation. These 2-hours of an interactive workshop, guided by a senior BI4Dynamics consultant will enlighten you and help you find unexpected events and trends in your business.

5. Support

When we say we will support you through the onboarding experience, we truly mean it!

We offer support during the trial period since we want you to have the best possible experience during and after the trial. We are open to answering every question you might have in order to be transparent and improve your understanding of your data and the whole 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 to 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 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 the general ledger with the sub-ledger?
  • How to use BI for company group consolidations?
6. Customizations

The experience from our diversified customers has already shown us that on average BI4Dynamics supports more than 80% of the analytical needs of each customer. Therefore, the main points of discussion are: more often than not the rest 20% that are missing, the manner how BI4Dynamics will satisfy this need, and the time needed for fulfilling the need.

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.
Another alternative is to define the scope with BI4Dynamics and outsource the development to our skilled team either to finish the whole project or help you with some minor tasks, train you, etc.

7. Decision

After 30 days of exploring your data and having the full running version of BI4Dynamics, it’s time to decide if BI4Dynamics is the right fit for your business.

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.
In case we find out that you need any customizations, we either perform 2 – 5 day training for your technical team or we allocate our team to start working on your project based on a project scope we defined. We are also offering 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 less than 10 days 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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