Product overview

A powerful reporting solution that turns data into easy-to-use insights for faster, better business decisions.

High-impact reporting and analytics for D365 Finance and Operations

Metrixs provides a comprehensive reporting solution for Dynamics 365 F&O, designed for executives and operational teams who rely on clear, actionable insights.

Metrixs analytics suite

BI suite purpose-built for D365 Finance and Operations

Metrixs Analytics Suite is a purpose-built business intelligence solution created by functional, technical, and finance experts with over 15 years of experience in D365 Finance and Operations and Analytics.

It is designed to close the gap between standard Microsoft out-of-the-box reporting and the advanced requirements many organisations face.

The suite offers more than 100 ready-to-use reports and dashboards, supported by over 1,000 configurable metrics.

  • Custom reporting and analytics for D365 Finance and Operations
  • Supports both executive and operational reporting needs
  • Closes the gap between standard and advanced reporting requirements
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Reports & dashboards

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Data models

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Best in class design

Modern data backbone for D365 Finance and Operations

Metrixs runs on Azure Data Lake with support for Databricks and Microsoft Fabric, giving you a secure, scalable, high-performance base for enterprise reporting. 

It delivers near real-time insights from D365 Finance and Operations by reading raw tables via Synapse Link and shaping them into optimised fact and dimension models using Azure SQL stored procedures, so datasets are clean and ready for reporting. 

Power BI content can be built in either traditional import mode or with Direct Lake for fast, refresh-free access.

  • Secure, scalable platform for enterprise reporting
  • Near real-time access to analytical data
  • Cloud-based architecture using industry-standard Azure tools
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Minutes of end-to-end data latency

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Lines of optimised SQL code

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Production-ready data pipelines

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Reusable SQL stored procedures

Experienced installation team

Deployment and Customization for D365 Finance and Operations

Most Metrixs deployments on D365 Finance and Operations are completed in just a few weeks. When needed, our team can also train your developers so they can extend and manage the solution internally.

  • On-time, customer-focused deployment
  • Fast access to usable reports and insights
  • Optional enablement for your in-house development team
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Weeks from project start to install

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Test cases covering core scenarios

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Pages of admin and user documentation

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Dedicated analytics partner on your side

Excellent ROI

Build or buy for D365 Finance and Operations

Metrixs was developed and refined over eight-plus years by a team focused solely on D365 Finance and Operations reporting. It gives you a proven, production-ready solution at a fraction of the cost and effort of building internally.

Organisations that try to create their own platform often spend 18 months or more and still end up with only a handful of basic reports, missing point-in-time views, trends, and advanced features. Working through more than 6,000 backend Dynamics tables adds major cost, risk, and delivery delays.

  • Exceptionally cost-effective compared to in-house builds
  • Flexible licensing options to fit your model
  • Accelerated delivery, avoiding years of internal development
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Raw D365 tables already modelled

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Less expensive than a typical self-build

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Metrixs

What’s included with your Metrixs license

The license includes all components needed to deploy, configure, and operate the solution, plus ongoing updates to stay compatible with D365 Finance and Operations versions.

  • Code that turns raw data into reporting-friendly models
  • Fabric data pipelines to load and refresh data tables
  • Pre-built Power BI reports and dashboards
  • User guides and technical documentation

01

Installation & configuration

Our installation team works side by side with your technical staff to set up the required Azure environment.

  • Configure Azure data connectors
  • Deploy and run data-transformation procedures
  • Capture and implement client-specific requirements

02

Reporting & security

Set up to match your organisation’s security and access-control standards.

  • Deploy and configure Power BI models and reports
  • Build Power BI apps aligned to security rules
  • Optionally configure object-level and row-level security

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Upgrades & support

Ongoing support keeps your environment current and fully operational.

  • Access to future enhancements, including AI-driven content
  • Maintain compatibility with D365 Finance and Operations upgrades (installation and testing priced separately)
  • Optional support contract with defined SLAs for incidents and report fixes
End-to-end project rollout

Step-by-step rollout for D365 Finance and Operations

We guide every project through planning, setup, deployment, testing, and handoff to ensure a smooth and efficient rollout.

01

Planning

Our team meets with your organisation to review available features, options, and security settings, confirm which components are in scope, and finalise the setup plan.

02

System configuration

We prepare the environment, set up secure connections to D365 Finance and Operations, and configure the solution based on your selections. Initial data is loaded and the setup is validated end to end.

03

Deployment

Pre-built Power BI apps, reports, and dashboards for D365 Finance and Operations are deployed and organised, with role-based security so each user only sees the data relevant to them.

04

Testing and handoff

System testing is completed, documentation is delivered, and the solution is transitioned to your team for everyday use, with support available if needed.

Full-featured

Enterprise-grade features for D365 Finance and Operations

Our architecture is built to keep reporting fast and flexible, while making it easy to add specialised features as your needs grow.

Balance tables

Summarise financial data by rolling up account balances for specific periods, making performance tracking and trend analysis easier.

Snapshot tables

Capture data at defined points in time to monitor trends and changes, such as HR headcount or inventory levels.

Multiple UOMs

Enable flexible viewing and reporting across units of measure, simplifying inventory, sales, and financial control across regions or departments.

Multiple currencies

Store and report data in multiple currencies using average or period-end rates, streamlining regional financial management.

Time intelligence

Support analysis across different time periods, simplifying trend comparisons, period-on-period views, and forecasting.

Mobile ready

Ensure reports and features are easy to access and use on smartphones and tablets.

Customization

Allow metrics to be tailored to your ERP enhancements and business definitions, such as cost, scrap, or KPI rules.

AI features

Use AI-driven planning and forecasting modules to deliver insights that go beyond what traditional static reports can provide.

Discover the complete module list under D365 Finance and Operations

Metrixs offers 12 modules tailored to support a wide range of reporting needs in D365 Finance and Operations, from high-level executive insights to detailed operational analysis.

Custom reporting for D365 Finance and Operations

Contact our sales team for
a customized demo today.

See how Metrixs turns D365 Finance and Operations into clear, real-time dashboards your finance, operations, and sales teams can actually use. In a personalised demo, we’ll walk through the modules, KPIs, and drill-downs that match your environment and show how quickly you can move away from manual spreadsheets.