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Custom Dynamics 365 dashboards

Import your data directly from Business Central and customize your own dashboards across accounting, sales, purchasing, inventory and customer transactions.

Dynamics 365 dashboard
Dynamics 365
+
Plecto

Partner website

dynamics.microsoft.com

About Dynamics 365

Dynamics 365 Business Central is a business management solution for small to medium-sized businesses.

Additional help

help.plecto.com/microsoft-dynamics

The Business Central integration will enable you to create a full overview of your business KPIs in real-time. Create and customize your KPIs from the available data types and see how you can turn all your data into insightful metrics on a dashboard.

What types of data can you import from Dynamics 365?

Customers

Track all relevant information about you customers and use this to get a full overview of your customer transactions.

Update frequency
Every 5m

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Sales Quotes

Update frequency
Every 5m

Default member field
salesperson

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Purchase Invoices

Update frequency
Every 5m

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Sales Orders

Update frequency
Every 5m

Default member field
salesperson

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Sales Invoices

Update frequency
Every 5m

Default member field
salesperson

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Items

Update frequency
Every 5m

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Pre-built Dynamics 365 KPIs

Browse our extensive library of pre-built Dynamics 365 KPIs or customize and create your own.

Formula

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

How it works

1. Connect your data sources

One-click real-time integration with the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20%.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.

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