Dynamics 365 Reporting Services
Turn your Dynamics 365 data into decisions that move the business.
Your Dynamics 365 environment holds every number your leadership team needs. The Reporting Accelerator connects it to Power BI with a certified semantic model, row-level security, and written acceptance criteria on every deliverable. Fixed price. Named consultant. Live in 4 weeks.
- 4-week delivery
- Fixed-price statement of work
- Named consultant
- 30-day hypercare
Submit your brief, scoping call within 48 hours, fixed-price statement of work in 3 days, Sprint 1 begins within 1 week of sign-off.
A
M
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47 Dynamics 365 reporting projects delivered. 4.9 of 5 average score.
Dashboards live, Day 28
Row-level security on
4 weeks
Statement of work to live dashboards
47+
Dynamics 365 reporting projects
4.9 of 5
Post-delivery score
$0
Hidden fees or overages
The Reporting Gap
Your Dynamics 365 is live. Your reporting is not.
See how reporting looks without the Accelerator versus what your team uses on Day 29.
Month-end takes 3 or more days
Manual exports from Dynamics 365, manual reconciliation, emailed spreadsheets. Finance wastes a week every month on data plumbing.
Dynamics 365 is live but reporting never shipped
You went live 6 to 18 months ago. The enterprise resource planning system works. Reporting was deprioritized. You need it fixed without re-engaging your original partner.
Conflicting numbers from different reports
No governed semantic model means each dashboard computes revenue differently. Leadership stops trusting the data entirely.
No row-level security. Everyone sees everything.
Finance, human resources, and regional managers share one dataset. Compliance and confidentiality risk grows with every new user added.
Month-end closes in under 4 hours
Dashboards refresh automatically on schedule. Finance reviews live data, not yesterday's export. Month-end becomes a non-event.
Live dashboards on your Dynamics 365 module in 4 weeks
Fixed statement of work. Named deliverables. Day 28 is the go-live date in the contract. We absorb any delays caused by our side.
One certified model. One source of truth.
Governed key performance indicator measure library means every report draws from the same semantic model. Revenue, margin, and headcount mean the same number everywhere.
Row-level security configured and verified
Each user role sees only their permitted dataset. Tested across at least three roles. Fully documented and handed over.
Onboarding Process
From signed statement of work to live dashboards in 28 days.
Every milestone is a named deliverable with written acceptance criteria. You review and sign off each one before we move to the next phase.
Data Source Inventory
Audit complete
GeneralJournalAccountEntry
Quality: 94 percent
CustInvoiceJour
Quality: 97 percent
InventTable
Quality: 76 percent (flag)
Report catalogue signed off by client sponsor. 9 of 11 sources production-ready. 2 flagged for optional cleanse.
Key Performance Indicator Measure Library
Model certified
Total Revenue Month To DateReconciled
Gross Margin PercentReconciled
Days Sales OutstandingReconciled
Variance to Budget PercentReconciled
Refresh: Daily 02:00 Coordinated Universal Time24 measures certified
Revenue Month To Date
$4.2 million
+12.4 percent
Gross Margin
38.7 percent
+2.1 points
Open Accounts Receivable
$812,000
3.2 percent down
Revision 1 of 2 submitted
Row-level security configured
All dashboards published to production
- Deliverables 01 through 06 signed off
- Administrator and end-user training sessions complete
- 30-day hypercare begins today
- Full handover documentation delivered
Deliverables
Six deliverables. Each with written acceptance criteria.
Every deliverable has a binary acceptance test. If the output does not meet the criteria, we fix it at no charge. There is no ambiguity about what you are buying.
01
Week 1Environment Audit and Source Mapping
Dynamics 365 table inventory, data quality scoring, and signed report catalogue. The foundation everything else rests on.
Acceptance criteria:
Report catalogue signed off by client sponsor. All source tables documented with quality score.
02
Week 2Certified Semantic Model and Dataflows
Correct table relationships, governed key performance indicator measure library, verified refresh schedule. Single source of truth for all Power BI reports.
Acceptance criteria:
Semantic model refreshes on schedule. All key performance indicators reconcile to source with zero unexplained variance.
03
Week 3Executive and Operational Dashboards
Finance summary, general ledger drill-through, accounts payable and receivable aging, operational key performance indicators. Built to the signed report catalogue with two revision rounds included.
Acceptance criteria:
Client has reviewed all dashboards and revision rounds are complete. Visuals display correctly against live Dynamics 365 data.
04
Week 3 (end)Row-Level Security Configuration
Row-level security roles defined, tested against live data across at least 3 user roles. Full documentation of all roles, rules, and table filters.
Acceptance criteria:
Each user role sees only permitted data. Verified by a named client-side tester across all dashboard pages.
05
Week 4User Training (2 Live Sessions)
Session 1 (90 minutes): administrator training on semantic model and refresh. Session 2 (60 minutes): end-user walkthrough. Recordings and quick-reference guide included.
Acceptance criteria:
All named users can independently refresh data and filter dashboards without consultant assistance.
06
Week 4 Onward30-Day Post Go-Live Hypercare
Priority email support (4-hour response), up to 4 minor amendments at no charge, full technical handover documentation. Included at no extra cost.
Acceptance criteria:
All priority-1 issues resolved within service level agreement, and handover pack received and reviewed by client.
Get a fixed-price statement of work within 48 hours of your scoping call.
Named deliverables. Named acceptance criteria. Named consultant. One fixed number.
What Dashboards You Get
Built for your Dynamics 365 module.
Select your primary Dynamics 365 product to see the standard dashboard set included in the Reporting Accelerator.
Executive Finance Summary
Profit and loss, balance sheet, cash flow, revenue versus plan, margin trend. Chief financial officer ready on day 1 of every month.
General Ledger Drill-Through
Department, cost center, and account-level drill-through. Trace any number to its source transaction in two clicks.
Accounts Payable and Receivable Aging
Days sales outstanding, vendor payment aging, overdue invoices by customer. Cash flow visibility in real time.
Budget versus Actuals
Variance to budget by dimension: department, project, legal entity. Built on your Dynamics 365 Finance budget data.
Sales Performance
Revenue by customer, item, salesperson, and period. Top 10 customers, win rate, margin by product line.
Inventory Overview
Stock on hand, slow movers, reorder alerts, item velocity by location.
Purchase and Accounts Payable Summary
Spend by vendor, purchase order versus invoice variance, payment terms compliance.
Financial Statements
Profit and loss and balance sheet directly from Business Central. Month-over-month comparison, year-to-date, prior-year comparison.
Warehouse and Inventory Key Performance Indicators
Inventory turns, fill rate, stock accuracy, days on hand, location utilization.
Procurement Performance
Vendor on-time delivery, lead time trends, purchase order acceptance rate, spend by category.
Production Order Dashboard
Work in progress, output per shift, scrap rate, production efficiency, planned versus actual.
Supplier Risk and Compliance
Vendor scorecard, delivery performance trend, quality rejection rate. Supply chain risk at a glance.
Multi-Entity Finance Consolidation
Consolidate financials across legal entities with intercompany eliminations in a single dashboard view.
Project Costing and Budget Control
Project-wise budget versus actual, earned value, cost variance, and forecast-to-complete analysis.
Asset and Maintenance Key Performance Indicators
Asset utilization rate, mean time to failure, maintenance cost by asset class, downtime trend.
Global Compliance Reporting
Multi-currency financial reporting, statutory compliance dashboards, value-added tax and tax summary by entity.
Fixed Pricing
One price. No surprises. No hidden hours.
Every tier is a fixed-scope, fixed-price statement of work. The price on the page is the price in the contract.
Value calculation: 1 finance analyst saving 3 days per month at a $60,000 fully loaded annual cost equals $7,200 per year reclaimed before counting better decisions. The Starter package pays for itself in 14 months on time saved alone.
Starter
$8,500
Fixed. Includes all 6 deliverables.
- 1 Dynamics 365 module (Finance or Business Central)
- Up to 4 dashboards
- Up to 3 row-level security roles
- 2 training sessions included
- 30-day hypercare
Submit your brief, scoping call in 48 hours, statement of work in 3 days.
Standard
Most popular
$14,500
Fixed. Includes all 6 deliverables.
- 2 Dynamics 365 modules (any combination)
- Up to 8 dashboards
- Up to 8 row-level security roles
- 3 training sessions included
- 30-day hypercare plus monthly support option
Submit your brief, scoping call in 48 hours, statement of work in 3 days.
Enterprise
$24,500
Fixed. Includes all 6 deliverables.
- All Dynamics 365 modules in scope
- Unlimited dashboards in scope
- Multi-entity consolidation
- Custom semantic model extensions
- 30-day hypercare plus dedicated support service level agreement
Submit your brief, scoping call in 48 hours, statement of work in 3 days.
If you engage Redefine for a full Dynamics 365 implementation within 12 months of completing your Reporting Accelerator, the full package fee is credited against your implementation invoice. This is a written contract term.
Your team's time investment across the 4 weeks is typically 3 to 4 hours per week: one weekly sprint review, asynchronous feedback on dashboards, and a final sign-off session. We handle everything else.
Proof Of Delivery
What changed for a client who went from Excel to live dashboards.
One Dynamics 365 Finance client. Four week engagement. Numbers below are theirs, signed off after go-live.
0 days
average month-end close, down from 9 days
0
certified key performance indicators in the semantic model
0%
acceptance criteria met on every deliverable
Mid-market manufacturer, 140 users
Chief Financial Officer sponsor · Dynamics 365 Finance
Live on Dynamics 365 Finance for 14 months. Reporting was on the original implementation backlog and never shipped. Finance team was exporting trial balance data into Excel every Monday morning to assemble executive packs by hand.
Problem
Month-end close was a 9 day exercise driven by manual exports, reconciliations, and pivot tables. Two different departments produced two different revenue numbers for the same period. Leadership had stopped trusting the data and was using gut feel for budget decisions.
Result
Reporting Accelerator delivered in 28 days from signed statement of work. Certified semantic model with 24 governed key performance indicators. Executive finance summary, general ledger drill-through, accounts receivable aging, and budget versus actuals dashboards live on Day 28. Row-level security tested across 4 user roles.
0 daysaverage month-end close, decisions back on live data
Honest Fit Check
Who this is for, who it is not.
We would rather turn you away on a 15 minute call than ship a fixed-price statement of work into the wrong environment. Read both columns before booking.
Good fit when
- You are live on Dynamics 365 Business Central, Finance, Supply Chain, or Finance and Operations and your environment is in production.
- Reporting was deprioritized during your original implementation and your team is still working from Excel exports every month.
- You have a named executive sponsor (Chief Financial Officer, Chief Operating Officer, or finance director) ready to sign off on deliverables.
- You can give us 3 to 4 hours per week of team time across the 4 weeks for one sprint review, asynchronous feedback, and a final sign-off.
- You have Microsoft Power BI Pro licences in place, or are willing to add them at 10 United States dollars per user per month.
Not a fit if
- You are still on Dynamics Great Plains, Dynamics NAV, or Dynamics Solomon and have not migrated to Dynamics 365 yet. Start with a migration scoping call instead.
- Source data quality in your Dynamics 365 environment is below 60 percent and you do not want to scope a data cleanse before dashboard build.
- You need bespoke artificial intelligence forecasting models, paginated regulatory reports for external filing, or custom embedded analytics inside a customer portal. Different engagement type entirely.
- You cannot commit a named executive sponsor and a technical contact to weekly sprint reviews. Without that, the 4 week timeline does not hold.
- You want a time-and-materials engagement with no fixed scope. We only deliver this work under a fixed-price statement of work with named acceptance criteria.
Not sure where you land? Tell us your situation on the scoping call and we will be straight with you. Book A Scoping Call.
Frequently Asked Questions
Answers to the questions buyers ask on the scoping call.
Standard delivery is 4 weeks from signed statement of work to live dashboards. Complex environments with multiple legal entities or more than 5 data sources may extend to 6 weeks, and we tell you that upfront in the scoping call. Once a fixed timeline is agreed in the statement of work, any delay caused by our side is absorbed by us at no extra cost.
Dynamics 365 Business Central, Dynamics 365 Finance, Dynamics 365 Finance and Operations, and Dynamics 365 Supply Chain Management. We connect via Power BI dataflows, DirectQuery, or a semantic model on top of your Azure SQL or Dataverse layer. Each Dynamics 365 product has a default dashboard set documented in the deliverables section above, and the report catalogue is finalised together during Week 1.
No. All packages run on Power BI Pro at ten United States dollars per user per month. We only recommend Premium Capacity if you have more than 100 report consumers or require paginated reports embedded in an external portal. We will tell you in the scoping call whether your usage profile justifies the Premium upgrade, and we have no commercial incentive to push you toward it.
Every engagement includes a data readiness audit in Week 1. If source data quality is below threshold, we identify gaps and scope a data cleanse as a separate optional add-on before dashboard build begins. We will not build dashboards on bad data. The audit output is signed off by your sponsor before any model work starts, and we do not absorb downstream rework caused by data issues we flagged.
Yes. We issue a fixed-price statement of work with named deliverables, named acceptance criteria, and a named price. Change orders cannot occur without a written scope amendment signed by both parties. There are no hidden hours. The price you see on the pricing tier above is the price in the contract for the scope described, and any add-on (data cleanse, extra row-level security roles, extra dashboards beyond the tier limit) is priced and signed off before work starts.
Yes. The statement of work names your lead Power BI consultant and your delivery manager before you sign. They run the full 4 weeks. If we need to introduce a second pair of hands for a specific deliverable (for example a complex Dynamics 365 Finance dimension model or a large dataflow refactor), we tell you in advance and the named lead stays the accountable point of contact. We do not swap consultants mid-engagement.
You own the semantic model, the dashboards, and the handover documentation. Most clients run the environment internally after Day 58. If you want continued support, we offer a managed analytics retainer with response service level agreements, monthly enhancements, and quarterly reviews. The retainer is optional and is priced separately. Nothing about the Reporting Accelerator commits you to ongoing fees.
Book Your Scoping Call
Live dashboards in 4 weeks, or we tell you why on the call.
Submit your brief. We will call within 48 hours, walk through your Dynamics 365 environment and reporting goals, and confirm whether the Reporting Accelerator is the right shape for your situation. A fixed-price statement of work lands within 3 business days of the call.
- Scoping call within 48 hours of submission30 minutes with a Dynamics 365 Power BI lead. No sales process, no slide deck. We ask about your environment and your reports.
- Fixed-price statement of work within 3 business daysNamed deliverables, named acceptance criteria, named consultant, named price. No follow-on quotes.
- Sprint 1 begins within 1 week of sign-offDay 28 is the live-dashboards date in the contract. We absorb delays caused by our side.
RP
Ravi PatelLead Power BI Consultant
12 years across Dynamics 365 reporting, semantic modelling, and row-level security implementation. Responds within 2 business hours.
No commitment. No pitch. Thirty minutes to confirm fit and scope.
Free Scoping Call
Tell us about your Dynamics 365 reporting needs
Submit Brief, Get My Scoped Proposal
Submit your brief → call within 48 hours → scoped proposal in 3 days → Sprint 1 begins within 1 week of sign-off.
Brief received.
Ravi or a senior Power BI consultant will review your environment details and reach out within 2 business hours to schedule a 30 minute scoping call. A fixed-price statement of work lands within 3 business days of that call.
Response in 2 business hours
Proposal within 3 business days
47 reporting projects delivered
You own the model and code
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