Planning with Microsoft Dynamics 365 Finance
FP&A solutions that fit perfectly with Microsoft Dynamics 365
Microsoft serves global organizations well with compelling finance and operations solutions assembled around Excel, Power BI, Dynamics 365 Sales, and Dynamics 365 Finance. Jedox EPM solutions for planning, budgeting, and forecasting fit neatly into the entire Microsoft ecosystem and are at the heart of the modern Office of Finance.
Build upon a Microsoft Dynamics Finance data foundation
Jedox EPM maintains a seamless flow of data between business systems which means people can act more decisively when new opportunities emerge. Iterative scenario planning, augmented by advanced forecasting technologies like Jedox AIssisted™ Planning, or simply fed by internal drivers derived from your business systems, is predicated on accurate, always up-to-date data.
Jedox is a flexible solution, not as heavy and unwieldy as other systems on the market.
Laurent Weilet – Finance Manager
Kvadrat
Incorporate ERP and CRM information in planning via Microsoft Dataverse
Jedox extracts valuable financial and operational data tables through a secure connection to Dynamics 365 via Microsoft Dataverse.
Dataverse standardizes and simplifies tables and relationships within the underlying data model and offers a clean layer to access this data. This allows Jedox model developers to build standard models that are common and consistent across all Dynamics users within an organization.
Planning in Microsoft
Integrated organizations plan with Jedox and Microsoft
Jedox, the world’s most adaptable planning and performance management software, integrates seamlessly with the Microsoft Ecosystem. Make management reporting, accurate forecasts, and collaboration more efficient by integrating Jedox with Microsoft Teams, PowerAutomate, Excel, Dynamics, and Power BI.
The logical choice for FP&A within the Microsoft ecosystem
The combination of Jedox and Microsoft means organizations can optimize their technology investments by purchasing complementary, not redundant or overlapping, software systems.
Streamline and integrate core FP&A processes and automate planning
Engage stakeholders across the company through automated workflow notifications and ensure everyone is working from the same information via scheduled data processing.
Speed development of new models using wizards that guide connecting data tables and structure
Layer a sophisticated data modeling and planning environment with core financials housed in Dynamics 365 Finance.
Frame the budget with your strategic long-term and annual operational plans
Connect and load historical sales and operational transaction tables to feed forward-looking analysis.
