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Operational Reporting for Dynamics 365

Updated July 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral — no vendor pays for placement or ranking.

8 operational reporting products in our registry work with Dynamics 365, including Jet Reports, Solver, Spreadsheet Server. Financial and operational report builders for ERP data. The strongest signal when shortlisting is Microsoft AppSource listing / ISV certification — verify it on Microsoft AppSource before you buy.

Compare operational reporting for Dynamics 365: 8 options

Comparison of operational reporting for Dynamics 365 options
ProductBest forPricingDeployment
Jet ReportsExcel add-in for live financial reporting on Dynamics GP, NAV, and Business Central.
SMB / Mid-marketQuote-basedCloud/On-premise
SolverExcel-native FP&A platform for budgeting, forecasting, reporting and consolidation.
Mid-market / EnterpriseFrom about $200 per user/month; ~$1,500/month for 10 usersCloud
Spreadsheet ServerExcel-native ERP reporting add-in that refreshes live data from 140+ ERP systems.
Excel-native ERP reporting add-in that refreshes live dat…Quote-basedCloud
XLReportingCloud reporting, budgeting, and consolidation platform with a spreadsheet-style editor.
SMB / Mid-market / EnterpriseFrom EUR 530/month (Standard plan)Cloud
DatarailsExcel-native FP&A platform consolidating 600+ finance sources into a governed reporting layer.
SMB / Mid-marketFrom about $24,000/year; ~$400/month single user to ~$3,500/month for 10 usersCloud
PlanfulCloud FP&A platform for budgeting, forecasting, close, consolidation, and reporting.
SMB / Mid-market / EnterpriseQuote-basedCloud
ProphixCloud FP&A platform for budgeting, forecasting, consolidation and board reporting.
Mid-market / EnterpriseReported about $53,000/year (10 users)Cloud
Vena SolutionsMicrosoft-native FP&A platform for budgeting, forecasting, reporting and financial close in Excel.
Microsoft-native FP&A platform for budgeting, forecasting…Reported year one $75,000-$250,000; around $450/user/monthCloud

Financial and operational report builders for ERP data. Running it alongside Dynamics 365 narrows the field: integration depth varies widely, and a product that excels on another ERP can be a weak fit here.

This page compares the 8 options our registry matches to Dynamics 365, side by side and vendor-neutrally — no one pays for placement. Each links to a full profile with features, integrations, pricing and alternatives.

All operational reporting for Dynamics 365 options

Jet Reportsinsightsoftware
Excel add-in for live financial reporting on Dynamics GP, NAV, and Business Central.
Dynamics 365
SolverSolver
Excel-native FP&A platform for budgeting, forecasting, reporting and consolidation.
NetSuiteSAPDynamics 365Sage Intacct+2
Spreadsheet Serverinsightsoftware
Excel-native ERP reporting add-in that refreshes live data from 140+ ERP systems.
SAPOracleNetSuiteDynamics 365+3
XLReportingXLReporting
Cloud reporting, budgeting, and consolidation platform with a spreadsheet-style editor.
NetSuiteSAPOracleDynamics 365+3
DatarailsDatarails
Excel-native FP&A platform consolidating 600+ finance sources into a governed reporting layer.
NetSuiteSAPOracleDynamics 365+5
PlanfulPlanful
Cloud FP&A platform for budgeting, forecasting, close, consolidation, and reporting.
NetSuiteSAPOracleWorkday+4
ProphixProphix
Cloud FP&A platform for budgeting, forecasting, consolidation and board reporting.
NetSuiteSAPDynamics 365Sage Intacct+5
Vena SolutionsVena Solutions
Microsoft-native FP&A platform for budgeting, forecasting, reporting and financial close in Excel.
NetSuiteSAPDynamics 365Sage Intacct+4

Companies running Dynamics 365 with operational reporting

11 published customer stories where the company explicitly runs Dynamics 365 alongside one of the options compared above — the closest thing to a like-for-like reference before you shortlist.

GenusPlus Group

Energy · Enterprise

Runs with Microsoft Dynamics 365 Business Central

Monthly reporting from 72 hours to 3 hours; scaled from 10 to 192 reports; acquisitions added quickly

Reports Increase
10 to 192
Reports Increase
Entities Increase
8 to 25
Entities Increase
Monthly Time Savings
20 business days
Monthly Time Savings

NEFAB

Distribution · Enterprise

Runs with Microsoft Dynamics SL

Saves ~1,000 hours annually; 75% time reduction; no need for external consulting; clearer global visibility

Payback Period
2 years
Payback Period
Time Reduction
75%
Time Reduction
Annual Time Savings
~1,000 hours
Annual Time Savings

CGB Enterprises

Distribution · Enterprise

Runs with Microsoft Dynamics GP, Microsoft Dynamics Business Central2-3 years in 3 phases

Consolidated into one platform; report creation from days to minutes; unified visibility across 15 units

Report Creation Time
days to minutes
Report Creation Time
Systems Consolidated
4 to 1
Systems Consolidated
Business Units Unified
15
Business Units Unified

Interservefm

Construction

Runs with Dynamics AX

Addressed the following reporting challenges after implementing Atlas address for their organization: Accessing applicable data Rekeying data from Microsoft Dynamics into spreadsheets Manual, multi-step reporting processes A lack of access to real-time information A heavy reliance on IT to create or edit reports Creating reports in a timely manner A lack of data accuracy and/or validity Combining/consolidating GL and non-GL data from core systems and other database sources Limitations of Managem

Freed Percentage
25%
Freed Percentage
Trimmed Percentage
90%
Trimmed Percentage

McCorkle Nurseries

Agriculture · United States · Mid-Market

Runs with Dynamics 365 Business Central6 months (June 2021 - December 2021)

Budget process reduced from 2-3 months to 2 weeks; scenario modeling time cut by 90% (from 2-3 weeks to couple hours)

Time Savings Budget
3 days/month
Time Savings Budget
Scenario Modeling Reduction
90%
Scenario Modeling Reduction

Springfield Land Corporation

Real Estate · United States · Enterprise

Runs with Dynamics AX

Freed up 25% of IT support, trimmed more than 30% from previous reporting process

It Support Freed
25%
It Support Freed
Reporting Time Reduction
30%
Reporting Time Reduction

WWF Australia

Nonprofit · Australia · Enterprise

Runs with Microsoft Dynamics GP

Real-time access to financial data; self-service reporting; streamlined budgeting across 300+ projects; replaced spreadsheet confusion

Departments
40+
Departments
Projects Tracked
300+
Projects Tracked

Snack Brands Australia

Food & Beverage · Australia · Mid-Market

Runs with Dynamics AX

Freed up 75% of IT support, trimmed more than 60% from previous reporting process

It Support Freed
75%
It Support Freed
Reporting Time Reduction
60%
Reporting Time Reduction

Inera

Healthcare · Sweden · Enterprise

Runs with Microsoft Dynamics GP50 days

Generates prices reflecting actual service costs; scalable platform replacing Excel

Services Managed
30
Services Managed
Implementation Time
50 days
Implementation Time

Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 135 Jet Reports case studies

Free PDF · Vendor-neutral · No sales calls

The Operational Reporting Buyer's Guide

A vendor-neutral shortlisting guide to operational reporting: how the 8 systems we track compare on capability, what to check before you sign, and the questions that separate a good fit from an expensive one.

Operational Reporting Buyer's Guide

8 systems compared · 2026

ERP Research

  • Side-by-side capability comparison of 8 operational reporting systems
  • ERP integration checklist — what to verify before you shortlist
  • Pricing questions to put to every vendor
  • Requirements checklist you can hand to your team
Free Download

Operational Reporting Buyer's Guide

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What does operational reporting cost?

Most vendors in this category price by quote, so there is no honest list price to quote you. Here is what actually drives your number — and how to get a real one.

  • Named usersa per-seat subscription, so cost scales with how many people need access (5 of 8 vendors here).

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3 of the 8 vendors we track in this category publish no list price at all.

Popular Operational Reporting comparisons

How to choose operational reporting for Dynamics 365

  1. 1

    Write down your requirements before any demo

    List the specific operational reporting outcomes you need — volumes, workflows, countries, systems in the loop — and rank them. Vendor demos are optimised to reframe your requirements around their strengths; a written list keeps the evaluation yours.

  2. 2

    Verify Dynamics 365 integration depth, not existence

    Every vendor here “integrates with Dynamics 365” — the differences are in depth. Ask each to demo the integration against a realistic Dynamics 365 configuration: your entity structure, your fields, your transaction volumes, and what happens when a sync fails.

  3. 3

    Check certification and marketplace status

    Look for Microsoft AppSource listing / ISV certification and a current listing on Microsoft AppSource. Certification doesn't guarantee fit, but it confirms the vendor keeps pace with Dynamics 365 releases — uncertified integrations are where upgrade breakage concentrates.

  4. 4

    Reference-check companies that look like yours

    Ask for two reference customers on Dynamics 365 at your size and in your industry, and ask them what broke in the first year. Implementation quality varies more than product quality in the operational reporting category.

  5. 5

    Model total cost over three years

    Compare subscription plus implementation plus internal effort — not headline price. Operational reporting for Dynamics 365 pricing models differ (per user, per volume, per entity), so normalise every quote to your actual usage before comparing.

Frequently asked questions

Which operational reporting options work with Dynamics 365?

Our registry currently matches 8 products: Jet Reports, Solver, Spreadsheet Server, XLReporting, Datarails and 3 more. Each profile documents how the Dynamics 365 connection works and what it syncs.

How do these products connect to Dynamics 365?

Patterns vary from native marketplace apps to API connectors and iPaaS platforms. The most reliable signal is Microsoft AppSource listing / ISV certification; check Microsoft AppSource to verify a vendor's current listing and supported versions.

How should we shortlist operational reporting for Dynamics 365?

Start from the integration: confirm the vendor supports your Dynamics 365 edition and the records you need synced, then compare functional depth and pricing on the profiles here. Ask every vendor for reference customers running Dynamics 365 — not just any customer.

Which operational reporting for Dynamics 365 options does this directory compare?

This comparison currently covers 8 options that work with Dynamics 365, including Jet Reports, Solver, Spreadsheet Server. Each links to a detailed profile with features, integrations, pricing and alternatives, and the directory is updated as the market changes.

Related guides

Get pricing for operational reporting for Dynamics 365 on Dynamics 365

Most vendors here quote rather than publish. Tell us your Dynamics 365 version, seat count and must-haves and we'll come back with an independent view of what it should cost — and which options are worth quoting against each other.

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