CRM Audio

F&O Podcast 2: Reporting in F&O


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This episode is brought to you by D365UG.

In today's episode, Katherine and Will talk about reporting options for Finance and Operations.

  • When should you use Finance/Management Reporter?
  • When should you use Power BI?
  • Difference between reporting in Customer Engagement and F&O
  • Statutory reporting
  • Discussing reporting with clients
  • Reporting when moving from another ERP
  • Reporting on revenue recognition
  • General ledger reporting
  • October 2018 enhancements for F&O
  • Integration with Field Service and Project Service
  • Integration templates

Got feedback or suggestions for a future episode? Email [email protected].

This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple PodcastsSpotifyPlayer.FMGoogle PodcastsTuneInStitcher, or YouTube. You can also listen via our app on iOSor Android.

Music: https://www.purple-planet.com

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CRM AudioBy George Doubinski

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