D365 F&O finance reporting by AI — closing, consolidation, analytics in 48 h
Your monthly closings take 8-12 days. Consolidation goes through shared Excel files and recurring review errors.
Consolidated Dynamics 365 F&O finance reporting by AI: Synapse Link, PBIP model, certified DAX measures. Full layer €3,000-5,000.
D365 financial reporting stays mostly Excel-based
- ✗Your controllers export D365 data to Excel and spend 50-70% of their time reworking it.
- ✗Multi-entity consolidation uses homemade macros or a third-party tool — no audit trail.
- ✗Indicators (EBITDA, margin, working capital) vary depending on which controller computes them.
- ✗Each new exec-committee reporting request = 1-2 weeks of consultant engagement at €1,000-1,500/day.
A stable, governed, near-real-time analytical layer
- ✓Power BI semantic model versioned in Azure DevOps, fed by Synapse Link on your D365 data.
- ✓Documented, certified DAX measures: one single definition of EBITDA, margin, working capital across the company.
- ✓Multi-level dashboards: exec committee (summary), CFO (analysis), controller (drill-down to the journal entry).
- ✓Row-Level Security: each legal entity, BU or country sees only its scope — internal-audit compliant.
How it works
Submit your ticket
Describe the business or technical need in a few lines. No 50-page spec required.
AI generates the extension
X++ code, unit tests and documentation produced in under 48 hours.
Validation on your Azure DevOps
Pull request submitted on your repository. Your IT lead reviews and validates before merge.
Delivered — you pay €200
Once merged, it's delivered. No billing if the ticket isn't resolved.
The process applied to this case
- 01
Synapse Link setup on D365
Synapse Link for Dataverse provisioning to replicate D365 financial tables (LedgerJournalTrans, MainAccount, DimensionAttribute, etc.) to Azure Data Lake. No load on D365 production.
- 02
Semantic modeling in PBIP format
Power BI semantic model (PBIP with TMDL definition) with relationships, time and org hierarchies. Stored in your Azure DevOps, versioned, testable.
- 03
Certified DAX measures generation
Encoding of business KPIs (adjusted EBITDA, gross margin, working capital, DSO, DPO) in DAX. Contractually validated with your CFO, documented and tested.
- 04
Dashboards by audience
3 levels: exec committee (5-7 synthetic KPIs with time intelligence), CFO (analysis by BU/product/channel), controller (drill-down to individual journal entries).
- 05
Governance and certification
"Certified Finance" Power BI workspace with approval workflow for any measure modification. Published business glossary, visible lineage, controlled RLS.
Frequently asked questions
How long to set up the full analytical layer?+
Which Power BI licenses are needed?+
What about IFRS multi-entity consolidation?+
How do you guarantee consistency with the D365 trial balance?+
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