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Creating Flawless MS Dynamics Reports with Windward

Here's how Windward can help you create amazing reports with MS Dynamics.

One of Microsoft’s most notable innovations is Microsoft Dynamics. It is a series of CRM and ERP applications that businesses (small and big), can use to better organize the processes within their organization.

While MS Dynamics allows better communication between a business and its customers through the CRM, there are still a few limitations to its capabilities.Unfortunately, there is no easy way to gather the summarization of the data present in the MS Dynamics system into a single report. MS Dynamics users have to spend a lot of time going back and forth their accounts just to come up with a report that is a single page long.

Worry No More — Windward Is Here to the Rescue

The good news is that there are third-party solutions to make life easier for you.Get to know Windward, the best way to save a lot of time when creating reports from your MS Dynamics system.

“How does it work?” You may ask....

First of all, MS Dynamics is a creation of Microsoft. This means that the whole system runs on SQL as their core database and it can be accessed via OData. It provides a clearer and more comprehensive way of presenting data even without a design template.

However,even with this feature, there will be people in the organization that are not so technical-savvy so they would need an even easier way to look at the data from MS Dynamics. This is why Windward created a solution to let their reporting tool integrate seamlessly with MS Dynamics.

In just 13 lines of codes, you can let your MS Dynamics account have the added function of scraping all the vital data with the help of OData API in just a few clicks!

What’s even better is that you can manipulate the data and present in an user-friendly way.

More About Windward’s Benefits

We are talking about Windward’s ability to be integrated into another Microsoft suite – the MS Office. Everyone knows how to use MS Office. Almost every business organization is familiar with the environment of MS Office.

What Windward does is that it pulls the data from MS Dynamics with the aid of OData and then sends it to the MS Office application of your choice – Word, Excel, or PowerPoint. From there, you can tweak and use the different features of MS Office to add visual elements and organize the data in any way that you want.

When working together, MS Dynamics, Windward,and MS Office can be a powerhouse team that can provide you with the following benefits:

  • OData is the API that Windward’s reporting creators have in mind. So, you do not have to worry about its compatibility with MS Dynamics. It is super compatible!
  • If you can imagine your reports presented in Word, Excel, or PowerPoint, you can create your reports using the data you gathered in MS Dynamics in this way! Take advantage of the plethora of MS Office features to create stunning reports.
  • Windward does not limit the data you can drag onto your report. In fact, you can join multiple databases from different MS Dynamics accounts and create one report with all the combined data! In fact, you can even get data from other database formats such as XML and JSON.
  • Since the base tool for designing is MS Office, your output is available in many accepted formats like DOCX, PDF, XLSX, or PPTX.

About Windward

Windward has always been the front runner for document automation and reporting software. For over 10 years, our software has addressed businesses' reporting needs with an easy-to-use interface. With our Designer, our customers report that they were able to save considerable time designing report templates, resulting in reduced production costs.

If you've just discovered us, we're excited. Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.

Document Automation for high volume output and a familiar user-friendly design environment

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