Dynamics 365 Finance & Operations

Asset management analysis

Reports and dashboards designed for critical analysis.

Metrixs asset management analytics gives Dynamics 365 Finance and Operations teams ready-made Power BI reports on work orders, maintenance planning, costs, and asset performance. Track mean time between failures, mean time to repair, asset availability, maintenance backlog, and planned vs. unplanned work. Data refreshes every 15 to 30 minutes, depending on Fabric capacity.

See if you qualify for a free 6-month trial

Key dashboards

  • Maintenance overview Provides a high-level summary of all maintenance activities, giving managers visibility into current workload, asset health, and key maintenance metrics
  • Asset performance Focuses on the reliability and utilization of assets, helping identify high-performing assets and those frequently causing issues.

Key metrics

  • Mean time b/w failures (MTBF)
  • Mean time to repair (MTTR)
  • Planned maintenance % (PMP)
  • Work order completion rate
  • Maintenance cost per asset
  • Asset availability %
  • Maintenance backlog count
  • Planned vs. unplanned ratio
  • Labor utilization rate
  • Spare parts consumption rate

Work order reports

  • Work order planning Lists all work orders with their status, type, assigned workers, priority, and scheduled dates.
  • Work order jobs Shows detailed jobs within each work order, including job type, resource assignments, and durations.
  • Work order cost Summarizes the total cost per work order, broken down into labor, materials, and services.
  • Maintenance request Displays all submitted maintenance requests, including request status, priority, and responsible person.
  • Maintenance backlog Lists all overdue or pending work orders, highlighting backlog volume and delays.

Planning & scheduling reports

  • Maintenance scheduling Provides an overview of upcoming preventive maintenance tasks, scheduled by asset or functional area.
  • Maintenance forecast Projects future maintenance activities based on past patterns and scheduled plans.
  • Maintenance calendar Visual calendar view of maintenance tasks and work order deadlines for better scheduling visibility.
  • Preventive maintenance overview Summarizes all preventive maintenance plans, frequency, and execution progress.
  • Maintenance downtime scheduling Identifies scheduled downtime windows for maintenance to minimize operational impact.

Resource, cost & consumption

  • Spare parts consumption Lists spare parts used in maintenance tasks, including quantities consumed and associated costs.
  • Maintenance team utilization Shows how maintenance teams and personnel are allocated and utilized over time.
  • Work order labor hours Breaks down total labor hours spent per work order or maintenance task.
  • Work order vendor service Displays vendor services linked to outsourced maintenance tasks, including costs and performance.
  • Maintenance audit trail Provides a full log of maintenance transactions, approvals, and changes for traceability and audit purposes.

Maintenance performance

  • Maintenance KPIs Provides key performance indicators such as Mean Time Between Failures (MTBF), Mean Time To Repair (MTTR), and SLA compliance metrics.
  • Asset downtime Tracks total downtime per asset, distinguishing between planned and unplanned maintenance periods.
  • Maintenance compliance Shows the percentage of scheduled maintenance tasks completed on time and highlights overdue tasks.
  • Safety checks and inspections Lists all safety inspections performed on assets, including checklists and any issues identified.
  • Work order SLA performance Tracks service level agreement (SLA) compliance for work orders, showing if response and resolution times meet targets.

Frequently asked questions

Asset management reports fall into four groups: work orders; planning and scheduling; resource, cost, and consumption; and maintenance performance. They include Work order planning, Work order cost, Maintenance backlog, Preventive maintenance overview, Spare parts consumption, and Asset downtime. The summary dashboards are Maintenance overview and Asset performance.

Key metrics include mean time between failures (MTBF), mean time to repair (MTTR), planned maintenance percentage (PMP), work order completion rate, maintenance cost per asset, asset availability (%), maintenance backlog count, planned vs. unplanned ratio, labor utilization rate, and spare parts consumption rate.

Metrixs reads Dynamics 365 Finance and Operations data through Link to Microsoft Fabric or Azure Synapse Link, models it for asset management reporting, and delivers the reports in Power BI. Data refreshes every 15 to 30 minutes, depending on Fabric capacity, without slowing down ERP transactions.

Metrixs goes live in about six weeks, with Veratas running planning, configuration, deployment, and handoff. Companies on Dynamics 365 Finance and Operations can also see if they qualify for a free 6-month trial.