How to Create Interactive Financial Reports for Sales Teams in Dynamics 365 Using Power BI?
Table of Contents
Question
Your company needs to provide their sales team with interactive financial reports that can be accessed from Dynamics 365 finance and operations apps.
You need to create a solution that allows the sales team to analyze financial data interactively within the Dynamics 365 environment.
What should you recommend?
Select only one answer.
A. Develop custom interactive pages using JavaScript within the Dynamics 365 environment.
B. Instruct the sales team to use the native Dynamics 365 report export functionality for interactive analysis.
C. Create and integrate Power BI reports within the Dynamics 365 finance and operations apps.
D. Implement an external reporting tool and link it to Dynamics 365 via OData.
Answer
C. Create and integrate Power BI reports within the Dynamics 365 finance and operations apps.
Explanation
Creating and integrating Power BI reports within the Dynamics 365 finance and operations apps provides interactive financial reporting capabilities directly in the Dynamics 365 environment. Developing custom pages is beyond the scope of standard reporting features. Using the native export functionality does not provide interactive capabilities. Implementing an external tool is unnecessary when Power BI integration is available.
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