Dynamics 365 Analytics

Custom Snowflake Analytics Solution for Dynamics 365 Finance & Supply Chain

Data Warehouse Solution

What is Dynamics 365 Analytics?

Dynamics 365 Analytics is an enterprise-grade Snowflake data warehouse solution built on the Dynamics 365 Connector and powered by the dbt (data build tool) framework. It is delivered as a custom dbt project by JayConsulting, transforming raw Dynamics 365 Finance & Supply Chain data into clean, modelled, and analysis-ready datasets across your organisation.

How It Works

1
Dynamics 365 Connector

Seamless integration with Dynamics 365 Finance & Supply Chain to extract transactional data

2
dbt Framework

Modular SQL transformations with built-in testing, documentation, and version control

3
Data Warehouse Layer

Production-ready dimensions and facts organized by business domain

Business Process Coverage

  • ORDER-TO-CASH: Customer → Sales Order → Invoice → Payment → Settlement
  • PROCURE-TO-PAY: Vendor → Purchase Order → Receipt → Invoice → Payment
  • INVENTORY: Product → Site → Warehouse → Daily Summary → Cost Tracking
  • TRANSFER ORDERS: Source Warehouse → Transfer Order → Transit → Destination
  • PRODUCTION: Production Order → Cost Calculation → Execution → Completion
  • SHIPPING: Voyage → Port → Delivery Tracking → Settlement

Domain Coverage

Domain Dimensions Facts Total
🛍️ Sales & Customer 7 4 11
📦 Product & Inventory 6 9 15
🔄 Purchase & Procurement 3 6 9
🏭 Production & Manufacturing 1 2 3
💰 Finance & Pricing 7 5 12
🚢 Shipping & Logistics 2 1 3
🏢 Organisation & Master Data 4 0 4
📅 Time Dimensions 2 0 2
TOTAL 31 27 57
✓ Multi-Company Support
Handle multiple legal entities with proper segregation
✓ Multi-Currency
Exchange rates and currency conversion across all transactions
✓ Daily Refresh
Most operational data refreshed daily for timely insights
✓ Data Quality
Comprehensive testing and validation on all models
✓ Inventory Tracking
Daily inventory positions and cost calculations
✓ Global Trade
International shipping, voyages, and logistics tracking
✓ Full Traceability
Complete order-to-cash and procure-to-pay processes
✓ dbt-Powered
Modular, tested, and documented data models

Data Quality & Integrity

  • Referential Integrity: All dimensions include 'Unknown' and 'N/A' records
  • Comprehensive Testing: Data quality validations on all models
  • Unique Key Management: MD5 hash-based surrogate keys
  • Soft Delete Support: Logical deletion tracking with timestamps

Refresh Strategy

  • Daily Refresh: Most operational data refreshed daily
  • Incremental Loading: Optimised incremental strategies for large fact tables
  • Near-Real-Time: More frequent refreshes can be configured

dbt Implementation

  • Modular Design: Well-organized model structure by business domain
  • Testing Framework: Comprehensive data quality tests on all models
  • Documentation: Full model lineage and descriptions
  • Version Control: Complete git history and change tracking

Ready to implement a comprehensive data warehouse?

Contact JayConsulting to scope a custom deployment of Dynamics 365 Analytics for your business.

Schedule a Consultation