Product overview
A powerful reporting solution that turns data into easy-to-use insights for faster, better business decisions.
Comprehensive reporting and analytics solution for Dynamics 365 F&O
Metrixs delivers the most complete reporting solution for Dynamics 365 F&O, built for both executives and operational teams who need clear, actionable insights.
Metrixs analytics suite
Solution summary
Metrixs Analytics Suite is a custom-built Business Intelligence (BI) solution created by functional, technical, and finance experts with more than 15 years of experience in Dynamics 365 Finance & Operations and analytics.
It is designed to bridge the gap between standard Microsoft out-of-the-box reporting and the advanced requirements many companies encounter.
The solution includes over 100 ready-to-use reports and dashboards, supported by more than 1,000 customizable metrics.
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Custom reporting & analytics solution for Dynamics 365 F&O
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Supports both executive and operational reporting needs
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Bridges the gap between standard & advanced reporting needs
Reports & dashboards
Pre-built metrics
Data models
Gap fit percentage
Best in class design
Solution architecture
Metrixs runs on Azure Data Lake with support for both Databricks and Microsoft Fabric, providing a secure, scalable, and high-performance foundation for enterprise reporting.
It delivers near-real-time insights from Dynamics 365 F&O by connecting directly to raw tables through Synapse Link. Data is transformed into optimized fact and dimension models using Azure SQL stored procedures, ensuring clean, ready-to-report datasets.
Power BI reports can be built using either traditional import mode or the new Direct Lake feature for fast, refresh-free access.
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Secure, scalable foundation for enterprise reporting
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Near real-time data access
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Cloud-based, industry standard tools
Minutes data latency
Lines of SQL code
Data pipelines
SQL procedures
Experienced installation team
Deployment and customization
Most Metrixs implementations can be completed within a matter of weeks. If desired, the Metrixs team can train your development team to extend and maintain the solution internally.
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Timely and client-focused deployment
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Rapid access to actionable reports and insights
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Optional training for internal development
Weeks to install
Test cases
Documentation pages
Great analytics partner
Excellent ROI
Build or buy
Metrixs was developed and refined over an eight-year period by a dedicated team focused exclusively on Dynamics 365 F&O reporting. It offers a proven, production-ready solution at a fraction of the cost and effort required to build internally.
Organizations that attempt to develop their own solutions often spend 18 months or more and still produce only a limited number of basic reports, lacking point-in-time balances, trending, or advanced features. Navigating the complexity of over 6,000 backend Dynamics tables adds significant cost, risk, and delays to internal projects.
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Exceptionally cost effective
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Flexible licensing options
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Accelerate delivery, avoid years of development
Raw D365 tables
Functional hours
Less expensive than self-build
Development hours
Metrixs
What's included in your license
The Metrixs license covers all components required to deploy, configure, and operate the solution, and includes ongoing updates to maintain D365 version compatibility.
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Code to transform raw data into reporting-friendly models
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Fabric data pipelines to populate and refresh data tables
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Pre-built Power BI reports and dashboards
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User and technical documentation
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Installation & configuration
Metrixs installation staff will work alongside your technical team to set up the required Azure environment.
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Configure Azure data connectors
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Deploy and execute data transformation procedures
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Incorporate client-specific requirements
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Reporting & security
Aligned to meet your organization's security and access control requirements.
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Deploy and configure Power BI models and reports
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Create Power BI apps based on security requirements
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Optional setup of object-level and row-level security
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Upgrades & support
Ongoing support ensures your Metrixs environment remains current and fully operational.
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Access to future enhancements, including AI-based content
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Compatibility with D365 upgrades (installation and testing priced separately).
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Optional support contract with defined SLAs for incident response and report fixes
End-to-end project rollout
Step-by-step project approach
Metrixs guides each client through planning, setup, deployment, testing, and handoff for a smooth and efficient rollout.
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Planning
The Metrixs team meets with your organization to review available features, options, and security settings. We confirm which components will be included and finalize the setup plan.
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System configuration
We prepare the environment, set up secure connections to Dynamics 365 F&O, and configure Metrixs based on your selections. Initial data is loaded, and the system is validated.
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Deployment
Pre-built Power BI reports and dashboards are deployed and organized into apps. Security settings are applied so users see only the data relevant to them.
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Testing and handoff
System testing is completed, documentation is delivered, and the system is transitioned for use, with support available if needed.
Full-featured
Advanced features which enhance data analysis.
Our architecture is designed to enhance speed and flexibility in reporting by supporting the addition of specialized features.
Balance tables
Summarizes financial data by consolidating account balances for specific periods, simplifying performance tracking and trend analysis.
Snapshot tables
Captures data at specific points in time to track trends and monitor changes, such as HR population and inventory levels.
Multiple UOMs
Enables flexible data viewing and reporting, simplifying inventory, sales, and financial management across regions or departments.
Multiple currencies
Data is recorded and reported in multiple currencies using average or period-end exchange rates, simplifying regional financial management.
Time intelligence
Allows analysis across different time periods, simplifying trend analysis, comparisons, and forecasting.
Mobile ready
Ensures features and reports are accessible and easy to use on smartphones and tablets.
Customization
Metrics can be customized to incorporate any ERP enhancements and align with your definitions, such as cost, scrap, or KPI definitions.
AI features
Our raw material planning & forecasting modules are AI-powered, providing insights that go beyond what traditional reports can offer.
View the complete list of modules
Metrixs offers 12 modules tailored to support a wide range of reporting needs, from high-level executive insights to detailed operational analysis.
Custom reporting for D365 F&O
Contact our sales team for
a customized demo today.
Businesses across various industries optimize operations, manage costs & enhance decision-making with near real-time insights & tailored analytics.