How to Generate Real-Time Consolidated Reports in Dynamics 365 Finance and Operations?
Table of Contents
Question
Your company is using Microsoft Dynamics 365 finance and operations apps to manage their financial data. They have a requirement to generate a series of reports that consolidate data from various modules within the application.
You need to ensure that the reports reflect real-time data and adhere to the company’s strict security protocols.
What should you do to meet these requirements?
Select only one answer.
A. Use the Entity store for reporting and schedule data refreshes every hour.
B. Create a custom SQL Server Integration Services package to retrieve and report data.
C. Implement report data sources with direct queries to the application database and apply row-level security.
D. Export data to an Excel file and use Power BI for real-time reporting.
Answer
C. Implement report data sources with direct queries to the application database and apply row-level security.
Explanation
The correct choice is the one that suggests implementing report data sources with direct queries, which ensures real-time data access. Additionally, applying row-level security adheres to necessary security protocols. The option suggesting exporting data to Excel is incorrect, as this does not provide real-time reporting within Dynamics 365. The option mentioning the Entity store is also incorrect, as this store does not support real-time data access because it relies on scheduled data refreshes. Lastly, the option suggesting the creation of a custom SSIS package is incorrect, as this is not required for real-time reporting and does not inherently apply the necessary security protocols.
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