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Crestwood Associates

ERP Business Intelligence for Mid-Sized Companies


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    Business Intelligence (BI) and KPIs (Key Performance Indicators) are finally affordable and easy to use for a mid-sized company. With Microsoft Dynamics GP 2010 R2, you have plenty of reporting tools to get the business information out to those that can use it in their day to day lives. One of the most exciting tools is Business Analyzer (a desktop BI delivery system) that links users to the data. You can share SQL Reporting Services (SRS) Reports with team members, customers, and vendors. Graphs and charts can be generated and customized dashboards are available per user.

    Business Portal is another valuable tool which can be opened to the internet to allow customers and vendors to view their transactions with your company through the sales and purchasing process. There are ways to track the order details and also to see when a payment for an invoice has been paid. Business Portal provides the same data for your internal team members as well and has a Requisition Management system, employee self-service modules, and time and expense entry.

    Over 300 pre-built SRS and Excel Reports can reside inside of Dynamics GP on a user customized dashboard as well on a SharePoint server or in Business Portal. They have an active link to the Dynamics GP database, so they can be accessed by team members on the network and provide an easy way to get information out of the accounting/ERP system and into the hands of the users without having to rely of reports being “pushed” to them. The data is refreshable with live up-to-date information in a few clicks.  Financial information on revenue, expense, profits and margins can be displayed graphically. Reports can be built to show manufacturing information like units manufactured, manufacturing time, defects, and fulfillment information like number of days to ship, inventory levels and return rates.

    Read more about linking your Dynamics GP system with your Microsoft Dynamics CRM system.

    Crestwood Associates holds a Microsoft Partner Network Gold Enterprise Resource Planning (ERP) competency with over thirteen years of experience serving Microsoft Dynamics GP customers in the Chicago Illinois Area.

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