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Suggested by Michael Gbadebo New 

Introduce a built-in Query View Builder in D365FO to help functional consultants create operational reports (e.g., sales, inventory, purchasing) without developer or Power BI/SSRS support.

The tool should allow consultants to:

  • Select and join standard tables or entities (e.g., SalesOrderHeaders, Customers).
  • Apply filters, grouping, sorting, and basic aggregations (totals, averages).
  • Export results to Excel or embed them in workspaces.


Functional consultants often need to build custom operational reports but rely on developers or external tools. A native, no-code builder would enable faster delivery of client requirements directly within D365FO.


Benefits:

  • Enables self-service reporting for consultants.
  • Reduces dependency on technical teams.
  • Keeps reporting secure and native to D365FO.
  • Speeds up implementations and change requests.


Requested Capabilities:

  • Drag-and-drop query builder
  • Table/entity joins and filters
  • Basic aggregations
  • Excel export / workspace integration
  • Role-based security support