WHITEPAPER FOR USERS OF: 10 Steps to Conquer Dynamics 365 F&O Reporting1. Start with the source, not the style One of the most enjoyable aspects of reporting is the visualization, but it’s important to start with the source – your data. If your data isn’t organized or doesn’t contain the necessary information to extract useful insights, no amount of visualization will make it valuable. It’s important to get your data in order first and foremost. 2. Check your data sources The first and most important step to getting your data in order is to identify and evaluate all your data sources, from your CRM and spreadsheets to your D365 F&O system. Some may be well-oiled machines, while others can get stuck in the dark-ages. Once you identify the problem areas, you can fix them and connect ev

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