Custom Dynamics 365 dashboards
Import your data directly from Business Central and customize your own dashboards across accounting, sales, purchasing, inventory and customer transactions.
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About Dynamics 365
Dynamics 365 Business Central is a business management solution for small to medium-sized businesses.
Additional help
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.
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.
2. Build dashboards
Use our prebuilt KPIs or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20%.
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.
