AI-Powered Analytics for
Microsoft Dynamics 365
Native integration with Dynamics 365 Finance & Operations, Business Central, and CRM. Transform your D365 data into strategic insights with real-time, AI-powered analytics.
✓ Microsoft AppSource Available ✓ Pre-built D365 Data Models ✓ Rapid Deployment - Ready to Use
Purpose-Built for Dynamics 365 Customers
Go beyond Power BI. ProfitGuard understands D365's unique data structures and provides AI-powered insights that generic BI tools miss.
85% Faster Insights
Pre-built dashboards for D365 modules
Hours vs weeks of custom development
$2.8M Average ROI
Annual value for mid-market D365 customers
Savings opportunities discovered
Microsoft Certified
Gold Partner with Microsoft
Enterprise-grade security
Comprehensive Dynamics 365 Coverage
Dynamics 365 Finance & Operations
D365 Finance
- General Ledger, AP, AR
- Cash flow forecasting
- Budget planning
- Financial reporting
- Cost accounting
D365 Supply Chain Management
- Inventory management
- Production control
- Warehouse management
- Master planning
- Asset management
D365 Commerce
- Point of sale
- E-commerce
- Order management
- Customer insights
- Merchandising
D365 Project Operations
- Project management
- Resource scheduling
- Time & expense
- Project accounting
- Project billing
Business Central & CRM
D365 Business Central
- Financial management
- Sales & purchasing
- Inventory & warehouse
- Project management
- Manufacturing
D365 Sales (CRM)
- Lead & opportunity management
- Sales pipeline analytics
- Quote-to-cash process
- Customer insights
- Sales forecasting
D365 Customer Service
- Case management
- Knowledge base
- Service level agreements
- Omnichannel support
- Customer satisfaction
D365 Field Service
- Work order management
- Scheduling & dispatch
- Mobile field app
- Inventory management
- Preventive maintenance
Cross-Module Analytics
ProfitGuard consolidates data across all D365 modules for unified analytics. Track a customer from lead (Sales) through order (Finance) to fulfillment (Supply Chain) and service (Customer Service).
D365-Specific Analytics Capabilities
Deep Financial Insights from D365 Finance
Analyze GL, AP, AR, and budgets with AI-powered insights. Understand financial performance across legal entities, dimensions, and business units.
- Financial dimension analysis (department, project, cost center)
- Multi-company consolidation and intercompany eliminations
- AP payment performance and vendor analysis
- AR aging and collection efficiency (DSO optimization)
- Budget vs actual variance with AI-powered commentary
- Cash flow forecasting with 90% accuracy
- Period-end close checklist and automation
[D365 Financial Dashboard]
GL, AP, AR, budget analytics
[D365 Supply Chain Analytics]
Inventory, production, warehouse metrics
Optimize Supply Chain Operations
Gain visibility into inventory levels, production efficiency, and warehouse operations. Identify bottlenecks and optimize supply chain performance.
- Inventory turnover and slow-moving stock identification
- Production order efficiency and work center utilization
- Warehouse performance (pick/pack/ship metrics)
- Vendor lead time analysis and on-time delivery
- Demand forecasting accuracy tracking
- Material Requirements Planning (MRP) optimization
- Cost of goods sold (COGS) and margin analysis
Sales Pipeline & Customer Intelligence
Analyze sales pipeline, win rates, and customer behavior across D365 Sales and Customer Service. Predict revenue and optimize sales processes.
- Sales pipeline analysis with win rate predictions
- Lead-to-opportunity conversion tracking
- Sales rep performance and quota attainment
- Customer lifetime value (CLV) analysis
- Churn prediction and retention strategies
- Product/service profitability by customer segment
- Cross-sell and upsell opportunity identification
[D365 Sales Dashboard]
Pipeline, win rates, customer metrics
ProfitGuard vs Power BI for D365
Power BI is great for reporting, but ProfitGuard adds AI-powered insights and automation specifically designed for D365 financial and operational analytics.
| Capability | Power BI | ProfitGuard |
|---|---|---|
| Pre-built D365 dashboards | ✓ Basic | ✓✓ Advanced |
| AI-powered anomaly detection | ✗ | ✓✓ |
| Automated root cause analysis | ✗ | ✓✓ |
| Predictive analytics (forecasting) | ✓ Manual setup | ✓✓ Automatic |
| Fraud detection | ✗ | ✓✓ |
| Compliance monitoring (SOX, GDPR) | ✗ | ✓✓ |
| Automated alerts & recommendations | ✓ Basic | ✓✓ AI-driven |
| Cross-module analytics | ✓ Manual | ✓✓ Automatic |
| Setup time | 2-3 months | 30 days |
Complementary, Not Competitive
ProfitGuard works alongside Power BI. Use Power BI for custom ad-hoc reporting, and ProfitGuard for AI-powered financial intelligence, anomaly detection, and automated compliance monitoring.
How ProfitGuard Integrates with D365
Secure, API-based integration leveraging Microsoft's cloud infrastructure.
Dataverse API
Native integration via Microsoft Dataverse (Common Data Service)
- Real-time data access
- OAuth 2.0 authentication
- Azure AD integration
- Role-based security
Best for: D365 CE (Sales, Service)
OData API
Connect to D365 Finance & Operations via OData endpoints
- Entity-based data access
- Incremental sync
- Batch processing
- Custom entity support
Best for: D365 Finance & Operations
Azure Data Lake
Export D365 data to Azure Data Lake for analytics
- High-volume data export
- Historical data retention
- Custom transformations
- Cost-effective storage
Best for: Large datasets, compliance
Power Platform
Leverage Power Platform connectors and flows
- Low-code integration
- Automated workflows
- Event-driven triggers
- Custom business logic
Best for: Custom integrations
Microsoft Security & Compliance
All integrations leverage Microsoft's security infrastructure (Azure AD, MFA, conditional access). Data never leaves Microsoft cloud—processed within your Azure tenant for maximum security.
D365 Customer Success Stories
Manufacturing Company
D365 System: D365 Finance & Operations + Supply Chain
Challenge:
Inventory carrying costs too high, frequent stockouts
Solution:
AI-powered inventory optimization using D365 Supply Chain data
Results:
- • $1.5M inventory carrying cost reduction
- • 40% reduction in stockouts
- • Improved inventory turnover by 25%
Professional Services Firm
D365 System: D365 Finance + Project Operations
Challenge:
Poor project profitability visibility, resource underutilization
Solution:
Real-time project P&L tracking and resource optimization
Results:
- • Project margins improved 12%
- • 85% resource utilization (up from 62%)
- • $890K additional billable revenue
Retail Chain
D365 System: D365 Commerce + Finance
Challenge:
Disconnected view of online and in-store performance
Solution:
Unified commerce analytics across all channels
Results:
- • 15% increase in cross-channel sales
- • Inventory optimization: $2.1M savings
- • Customer insights drove 22% repeat purchase rate
Distribution Company
D365 System: D365 Business Central
Challenge:
Rapid growth outpaced reporting capabilities
Solution:
Automated financial reporting and KPI dashboards
Results:
- • Monthly close: 10 days to 3 days
- • Real-time inventory visibility
- • Scaled without adding finance headcount
Transform Your Dynamics 365 Data Into Insights
Join Microsoft Dynamics 365 customers who've unlocked $2.8M+ in value with AI-powered analytics. 30-day implementation, 14-day free trial—experience the ProfitGuard difference.
✓ Microsoft Gold Partner ✓ 30-day implementation ✓ AppSource available