Rich CFO Overview workspace leverages abundant and powerful insight in today’s businesses

New to the July 2017 Dynamics 365 is the ability for a CFO or accounting manager full visibility of their business within the CFO Overview workspace. This is one of the richest workspaces including common KPI’s and embedded analytics showcasing financials, purchasing, sales and cash flow data. This new feature allows a CFO the ability to look-up any needed KPI’s, down to the lowest level of detail.

The workspace can be accessed through the Dynamics 365 for Operations dashboard. It includes different views of general journal entries, such as journals posted this period, journals posted previous period, and any unposted journals. The workspace also provides the ability to enter, post, and approve journal entries in addition to commonly used inquiries such as Trial balance.

The CFO overview Power BI content is a composite of reports from various other Power BI content, together with some actual and budget balances from General ledger. Therefore, this Power BI content gives the chief financial officer (CFO) an overview of the organization.

Microsoft Dynamics 365  Power BI
click to enlarge image

In addition, there are new reports included in the Power BI content including CFO overview containing some actual and budget balances from the General Ledger. To find the CFO overview Power BI content, click on the link to the Shared assets library in Lifecycle Services (LCS).

To see a high-level overview on how to add financial dimensions to the Chief Financial Officer (CFO) workspace, so that they can be used for the ledger and budget reports click here.

The new and updated functionalities of the Microsoft Dynamics 365 tools continue to empower today’s organizations by increasing the speed of managing business, driving success today and into the future.

To learn more about the newly released Dynamics 365 rich CFO Overview workspace within Finance and Operations click here and feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. .

About the Author

Brenda L. Kubistek

Brenda L. Kubistek

SAGlobal Marketing Coordinator

  • This email address is being protected from spambots. You need JavaScript enabled to view it.

Leave a comment

You are commenting as guest. Optional login below.

Select Country
Contact Us

Select Your Local Website

Other Websites