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