Empower end-users to custom report & securely access Dynamics 365 Finance and Operations data anywhere.
Bring all your data together to get the details you need without waiting on IT. Obtain all the power you used to use with Operational Views, but you’re not only limited to reporting on 365 Finance and Operations.
With Popdock, you can:
Popdock changes the reporting experience, it allows end-users to create and customize their favorite reports with some pretty intuitive features that don’t require being a data scientist:
The best part is that users have a universal interface and a way to query any data, not just their Dynamics 365 Finance and Operations data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.
Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare and summarize data across Dynamics 365 Finance and Operations tables and with other cloud and on-premises applications you use.
Some examples of combining data include:
CRM + Dynamics 365 Finance and Operations:
Data not Integrated between Dynamics 365 Finance and Operations and your other apps
Dynamics 365 Finance and Operations + Legacy System Data Reporting
Making relevant data convenient is important for user adoption. End-users need efficiency to drive value for their task. Popdock widgets allow you to embed any data in other applications as an iFrame. In the case of Dynamics 365 Finance and Operations data, a very popular use case is embedding Dynamics Dynamics 365 Finance and Operations transactions in CRM on the related customer’s account record.
With Popdock widgets, you can Virtually Integrate any Dynamics GP data with other apps. Learn more about different ways to present data where your team works.
New to Dynamics 365 Finance & Operations?
Consider embedding your historical data in Dynamics Finance and Operations data and simplify your data migration projects with Popdock’s Virtual Integration.
Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like. With the Dynamics 365 Finance and Operations connector, you can provide access to data from the Dynamics 365 Finance and Operations API.
There actually isn’t connector-based pricing. The majority of available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Premium Connectors, for example, Dynamics 365 Finance & Operations Connector is only available in the Premium Plan. Learn more about pricing here.
Yes, we recommend using custom lists to join, merge, compare or summarize your data. In this scenario it’s helpful within the custom list to add a column for the legal entity, soyou can easily filter and group/subgroup using that column.
Yes, you can set up a connector for each Dynamics 365 Finance and Operations Instance and then use custom lists to join, merge, compare or summarize your data.