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How to Track and Unify Financial Data with Dynamics 365

Updated: Jun 30, 2023

A money transfer organization wanted to better track its financial data in one automatically updated location. They lacked visibility into their financial data and wanted clarity on their overall financial metrics.


Within the financial industry, it’s crucial to successfully track and monitor all data coming from various sectors. One JourneyTEAM client that provides money transfer services lacked visibility of their data all-up as it lived in various disparate systems. They have hundreds of thousands of locations across the globe in over 170 counties. The firm wanted to centralize this data on a unified platform, accessible from anywhere, to gain a holistic view of all financial data.


Additionally, information gathered from various locations needed to be properly updated in a central location so leadership could effectively track all payments and transactions. They wanted a data visualization tool that could provide actionable insights into their performance metrics and easily connect with their other management systems in place.

transferring funds

How to use Dynamics 365 and Power BI to Gain Powerful Data Insights

By implementing Dynamics 365 and Microsoft Power BI, this financial company no longer had limited access to valuable data. Data was automatically gathered across global locations and integrated into Dynamics 365, allowing users to view data from anywhere. Employees can now easily visualize data in Power BI reports for a better understanding of complex financial data. Individual money transfers were also uploaded to Dynamics 365 and are easily searchable and tracked by users when needed.


Additionally, their transactions and sales lifecycles provided insight into revenue and which locations were the most successful. Using these insights, the company can make improvements to its business model and set goals on how to better serve customers. Gathering this type of financial data allowed them to make smarter, more data-driven decisions that are driving business growth and innovation.


JourneyTEAM Data Management Tools

JourneyTEAM empowers companies of all sizes to track, manage, and organize their data efficiently. Our experienced developers have supported dozens of businesses in building custom CRM solutions to simplify the management and maintenance of big data.

Contact a JourneyTEAM solutions specialist today to learn how to take back control of your big data.