Reporting & analytics solutions for Microsoft Dynamics 365

Empower your business decisions by fully leveraging your Dynamics 365 data. As a trusted Microsoft Dynamics 365 partner, Rand Group transforms raw data into strategic insights. Whether you need streamlined dashboards, simplified reporting, or more precise forecasting, we ensure your Dynamics 365 investment is a strategic asset, not just a data storage system.

Reporting & Analytics

Unify reporting and analytics across your technology stack

Dynamics 365 applications generate extensive data, but without effective reporting tools, you can’t maximize their value. Timely, accurate, and unified data views are essential for improving forecasting accuracy, monitoring performance, and responding rapidly to market shifts. Our specialized Dynamics 365 reporting services convert fragmented data into actionable intelligence, keeping your stakeholders informed and aligned. Tailored dashboards, integrated data models, and automated reporting workflows deliver visibility exactly where you need it most.

Rand Group’s experienced consultants offer comprehensive reporting and analytics solutions specifically designed for Dynamics 365. With extensive expertise in the suite of Dynamics 365 applications, we design robust analytics strategies to drive smarter decisions, simplify reporting processes, and enhance operational clarity. From straightforward financial reports to sophisticated analytics, we turn your Dynamics 365 data into meaningful insights.

Harness AI-powered predictive insights

Modern business analytics moves beyond static reporting. Rand Group embeds AI and machine learning directly into your Dynamics 365 reporting environment to uncover hidden patterns, spot irregularities, and reveal insights previously unnoticed. Our solutions deliver predictive analytics in sales forecasting, cash flow planning, inventory management, and beyond. With AI-driven insights, you can proactively mitigate risk, capitalize on emerging opportunities, and strategically guide your organization forward.

Accelerate decisions with actionable data

Accurate, timely data is critical, but raw numbers alone won’t empower confident decisions. We create tailored reporting frameworks within Dynamics 365 that clearly present essential metrics, aligning insights to strategic goals and user roles. Executives and operational teams alike gain real-time visibility into critical KPIs, performance trends, and financial metrics. Armed with comprehensive data, your teams can swiftly reduce uncertainty and make smarter, evidence-based decisions.

Build a unified data ecosystem

Disjointed data creates confusion, wasted effort, and inconsistent reporting. Rand Group resolves these challenges by establishing a unified Dynamics 365 data ecosystem. Leveraging scalable data warehousing, robust integrations, and real-time synchronization, we ensure consistency and reliability across your ERP, CRM, and complementary business platforms. The result is a unified, trusted reporting environment that supports executive dashboards, departmental analytics, and operational reporting, all in one cohesive solution.

5 tips for modernizing your data strategy

White Paper

Modernize your data strategy

Business Intelligence is a necessary investment to gain insight into your data. Yet a surprising number of organizations are still utilizing yesterday’s tools to try to solve the problems of tomorrow. We have compiled the lowest cost, highest return methods to add immediate value to your analytics and reporting investments in our 5 Tips for Modernizing Your Data Strategy white paper.

Reporting & analytics solutions tailored to your business

At Rand Group, we help organizations of all sizes and industries turn data into actionable insights. From compliance reporting and operational dashboards to strategic financial planning tools, we build scalable, flexible frameworks designed to meet your current needs and evolve as your business grows. Explore the examples below to see how we can enhance reporting within your ERP and CRM systems.

ERP

Financial performance dashboards

Sales Pipeline

Sales pipeline and conversion reports

Cashflow

Cashflow and forecast reports

Inventory

Inventory and warehouse reports

Customer Engagement Report

Customer engagement and service reports

Revenue Reports

Revenue recognition and billing reports

Utilization

Project performance and utilization reports

Business Deal

Vendor and procurement reports

Budgeting

Budget vs. actual reports

Reporting & Analytics

Ad-hoc reports

Tools that transform how you see and use your data

Built on a powerful cloud computing platform

Power BI: Accesible dashboards and analytics

Power BI, Microsoft’s robust visualization and analytics platform, seamlessly connects to your ERP, CRM, and external data sources. Rand Group helps you design interactive dashboards, drill‑down reports, and real‑time KPIs that work across devices—giving your teams the insights they need, when they need them. With self‑service analytics and enterprise‑level scalability, Power BI empowers users to explore and analyze data independently, without waiting on IT.

  • Connect effortlessly to ERP, CRM, and third‑party data sources.
  • Create interactive dashboards and rich visualizations.
  • Automate data refreshes for always‑up‑to‑date reporting.
  • Control access with secure, role‑based permissions
  • Collaborate easily through integration with Microsoft Teams and Excel
Connect your data across the entire Microsoft stack

Jet Reports: Optimized financial reporting for Dynamics 365

Jet Reports is purpose‑built for Microsoft Dynamics 365, giving finance teams the power to design real‑time, Excel‑based reports, without waiting on developers or manually exporting data. Rand Group helps you implement, customize, and optimize Jet Reports, so you can streamline reporting, improve accuracy, and close your books faster.

  • Build reports directly in Excel using live ERP data.
  • Produce income statements, balance sheets, and audit‑ready financials.
  • Eliminate manual data handling to reduce errors.
  • Automate report scheduling and distribution.
  • Speed up month‑end and year‑end close processes.
Extend Dynamics 365 Project Operations with the power of the Power Platform

Jet Analytics: Deeper insights through centralized, scalable reporting

Jet Analytics builds on the power of Jet Reports by combining a pre‑built data warehouse with advanced analytics capabilities. It enables organizations to consolidate data across multiple companies, dimensions, and systems, delivering faster, more reliable reporting. Rand Group helps implement and manage Jet Analytics, empowering teams to gain deeper insights with less dependence on IT and greater control over their data strategy.

  • Centralize data from ERP, CRM, and other systems into a structured warehouse.
  • Create consolidated reports across entities, currencies, and account structures.
  • Design custom dashboards with intuitive drag‑and‑drop tools.
  • Enhance data reliability and boost report performance.
  • Shorten time to insight using pre‑built cubes and data models.

The impact of reporting & analytics

%

faster financial reporting

%

reduction in errors

%

increased data visibility

Rand Group didn’t just implement a system—they helped us rethink our business processes. The team went beyond a ‘canned solution’ and worked closely with us to develop practical, customized solutions. We now have real-time visibility into our financials and can make data-driven decisions with confidence.

Jeff Nelson at Sapphire Gas Solutions

Dynamics 365 reporting & analytics services optimized for accuracy

As a dedicated Dynamics 365 partner, we design and deploy reporting and analytics solutions tailored specifically to your Dynamics environment. Our solutions streamline data accessibility, enhance reporting efficiency, and deliver actionable insights across all organizational levels.

Data Warehouse

Simplify how your business users access crucial data and information with a data warehouse – a separate database that lays out data from multiple sources in a streamlined format built specifically for reporting. Users will be able to access the data in an intuitive and organized way.

Reporting

Automate and streamline your reporting and consolidation processes with a reporting solution with out-of-the-box integrations to your Microsoft Dynamics applications, whether cloud-based or on-premise. Create custom reports with more flexibility than native ERP reports. 

Data Visualization

Use smart visualization tools to empower your team to take data into their own hands. Turn raw data into easy to understand visuals to gain valuable insights that will enable your organization to make informed decisions and drive growth.

Planning

With a modern performance management solution, you can support your organization’s success and spend more time analyzing data and making improvements, and less time struggling with data. Utilize intuitive modeling, scenario planning, and what-if analyses to transform your operations.

Why partner with Rand Group?

Cross-platform expertise

As a Microsoft D365 certified partner, Rand Group specializes exclusively in building analytics and reporting solutions optimized for D365. We leverage deep product knowledge to ensure seamless integrations, maximizing system performance without workarounds or data fragmentation.

90% client retention rate

Rand Group is committed to sustained client success. With over 90% client retention, we remain actively engaged beyond initial implementations, consistently delivering value through ongoing reporting enhancements, analytics improvements, and strategic support.

Industry-specific knowledge

Our consultants possess extensive expertise across diverse industries, enabling us to identify and prioritize the Dynamics 365 metrics that matter most. Benefit from faster implementations, industry-relevant analytics, and improved strategic alignment.

Decades of experience

With over 20 years of delivering successful D365 solutions, Rand Group combines extensive experience with proven methodologies. Our projects align clearly with your objectives, ensuring accuracy, enhanced visibility, and informed decision-making capabilities.

Contact Rand Group

Get more from your data. Talk to a D365 reporting & analytics expert today