Better Budgeting, Planning, and Forecasting With Bizview D365BC Connector

insightsoftware -
November 18, 2021

insightsoftware is the global provider of enterprise software solutions for the Office of the CFO to connect to & make sense of data in real time, driving financial intelligence across […]

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Working Smarter

In any industry, the old adage “work smarter, not harder” can be beneficial to your overall performance. Improving your productivity and efficiency while lowering stress and making your tasks and responsibilities easier is the goal to working smart. This applies to collaborative planning, budgeting, and forecasting, which, without the right tools, can be daunting on its best day. Having the right tools that can save you time and improve output can help any team to work smarter.

What holds us back from working smarter is the risk of integrating better tools that, although the tool is seemingly an improvement, runs the risk of throwing off your whole process. Thus, the fear of a complex, risky data integration project can leave you stuck with your current, spreadsheet-based models.

Bizview Smarts

The truth is, your collaborative planning, budgeting, and forecasting processes are probably fine. Yes, fine. But most high performing businesses don’t run on fine. Bizview was created as a way to add flexibility and accuracy to your process and avoid long planning cycles, multiple local copies of planning documents, and decreased data accuracy, leading to increased costs and missing revenue targets. It also fixes a growing organization’s fragmented and siloed planning data and helps teams move past their old, limiting spreadsheet-based planning processes to find those missed opportunities for strategic growth.

Working smart is the driving force behind the new Bizview BC Connector. Bizview, a fast, scalable cloud planning solution, allows you to be in control of your planning, budgeting, and forecasting processes. Bizview leverages insighsoftware’s ERPsmarts and deep Dynamics knowledge, and the BC connector maps your Dynamics data into Bizview, saving you time, reducing complexity, and de-risking the integration process. And once you’re connected, Bizview’s Starter Packs, and prebuilt templates and reports let you hit the ground running.

Used by London Internet Exchange, Almondy, Dalakraft, and other companies across a range of industries, Bizview is a web-based enterprise performance management (EPM) system that supports companies in adopting a robust, integrated and complete budgeting, planning, and forecasting process. With a spreadsheet-like interface and support for Excel formulas, the software provides organizations big and small a simplified, user-friendly experience to create thorough and accurate financial and operational plans. This means opportunity for increased team alignment and streamlined processes to drive smarter decisions from more precise data.

Strong, Simplified Connection

Still, desire for tangible process improvements can lead to apprehension around implementation. Yes, Bizview can deliver planning and budgeting process benefits, but where is the risk? What processes will break down or will you have to put on hold? How will the organization respond to change? It is important to note that to benefit from a planning and budgeting solution such as Bizview, Dynamics NAV and Microsoft D365BC customers require data connectivity that is plug and play and simple to install and configure. Few planning vendors have the Microsoft Dynamics knowledge and expertise required to enable a fast, successful implementation.

The simple implementation and configuration process of the Bizview D365BC Connector solves these problems by providing a simple downloadable plug-in to Dynamics NAV and Microsoft D365BC, available from Microsoft AppSource. The connector enables seamless, high-performance data flow from on-prem or cloud Dynamics NAV and Microsoft D365BC instances to the Bizview cloud application. This removes technical hurdles for Dynamics customers when deploying Bizview for planning and budgeting, shortening time to value, and lowering implementation risk and cost.

Plan Better Together

With the connector making your data available to you, it’ll be easy to upgrade your budgeting, planning, and forecasting process by connecting Bizview to Dynamics NAV or D365BC. Let’s breakdown what this connector now offers to Dynamics NAV and D365BC customers:

  • Expert Integration. Bizview’s integration is based on years of insightsoftware expertise with Microsoft Dynamics data structures so that the connector is seamless.
  • Fast Time-to-Value. You won’t be faced with the daunting task of a lengthy and complicated integration; the Bizview connector helps get you up and running fast with prebuilt templates and reports.
  • Easy to Use. The plug-and-play Dynamics add-in eliminates technical and data challenges taking the risk out of your upgrade to Bizview.
  • Direct Table Access. Once you’re in, you’re in. You’ll be offered the full gamut with access to all tables, including custom tables, without being limited to the Microsoft data entities.
  • One Planning Tool. Operational and financial planning in a single tool for accuracy.

Connecting Dynamics NAV or Microsoft D365BC to Bizview is a simple step to improving your collaborative planning, budgeting, and forecasting. That means you will speed up your planning cycles, facilitate greater collaboration within your company, and simplify your business processes to drive smarter decisions from more accurate data. With the Bizview connector, improvements are something you can count on. Contact us today to schedule a free demo.