Using Main Account Categories to shape up Financial Reports and Power BI Financial Insights in Microsoft Dynamics 365 for Finance and Operations

Using Main Account Categories to shape up Financial Reports and Power BI Financial Insights in Microsoft Dynamics 365 for Finance and Operations

In Microsoft Dynamics 365, reporting has come a long way to help satisfy the reporting needs of a typical organisation. With the traditional Financial reports and the brand new Financial Insights dashboard introduced in the 7.3 release, the reporting needs are being addressed in a very practical fashion.

Every report uses the default main account categories which are predefined in Finance and Operations. Many organisations overlook the importance of the Main account categories but with simple setup, they provide a great starting point for building the reporting pack required by every company.

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