Connector
Accounting
Dynamics 365
Financial
Microsoft
Virtual Integration
Virtual Migration

Dynamics 365 Finance and Operations

Empower end-users to custom report & securely access Dynamics 365 Finance and Operations data anywhere.

Simplify Dynamics 365 Finance and Operations reporting and integration.

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:

  • Combine D365 Finance and Operations table data + data from other apps
  • Use an intuitive interface to add as many filters as you’d like and work with 365 Finance and Operations data
  • Share data with other people in your company that you don’t necessarily want logging into Dynamics 365 Finance and Operations 
  • Embed related data in Dynamics 365 Finance and Operations or embed other data in Dynamics 365 Finance and Operations

Empower Dynamics 365 F&O end-users to self-service.

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:

  • Unlimited filtering with advanced comparison options –periods (daily, monthly, quarterly, annual options) and compare to other data
  • Search
  • Add/Remove Columns
  • Group/Subgroup
  • Quickly create charts
  • Share, tag, and export
  • Use any lists in the Popdock Add-in for Excel
  • Enable an API endpoint for any Popdock list to use in Power BI or Tableau

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.

Combine 365 Finance and Operations with other data and create custom reports.

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:  

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter,etc.
  • ROI & spend related to campaigns
  • Commission reporting

Exception Reports:

  • any place where data may be missing

Data not Integrated between Dynamics 365 Finance and Operations and your other apps

Dynamics 365 Finance and Operations + Legacy System Data Reporting

Embed Dynamics 365 Finance and Operations data in your other apps.

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.

Technical Details

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. 

Common Questions

Frequently Asked Questions

What is the price for this connector?

There actually isn’t connector-based pricing. All of the 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. Learn more about pricing here

Is it possible to report across multiple legal entities in Dynamics 365 Finance and Operations?

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.

Is it possible to report across multiple instances of Dynamics 365 Finance and Operations?

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.

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We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

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