Frequently Asked Questions

Metrixs is an advanced analytics and reporting platform designed specifically for Microsoft Dynamics 365 Finance & Operations. It provides pre-built reports, customizable dashboards, and comprehensive metrics to help businesses transform their ERP data into actionable insights. With over 1,000 metrics and 100+ pre-built reports, Metrixs enables faster, data-driven decision-making.

Most implementations are completed within 4-6 weeks. The timeline depends on the complexity of your environment, number of modules being deployed, and any customization requirements. Our streamlined implementation process includes data validation, user training, and comprehensive testing to ensure a smooth go-live.

Yes, Metrixs seamlessly integrates with Microsoft Dynamics 365 Finance & Operations. It connects directly to your D365 environment using secure APIs and doesn't require any modifications to your existing system. The integration is read-only, ensuring your operational data remains untouched while providing real-time reporting capabilities.

Absolutely! While Metrixs comes with 100+ pre-built reports and dashboards, you have full flexibility to customize them to meet your specific business needs. You can modify existing reports, create new ones, adjust visualizations, and configure dashboards for different user roles. Our platform is built on Power BI, providing familiar tools for customization.

We provide comprehensive training during implementation, including administrator training, end-user training, and role-specific sessions. Post-implementation, you have access to our support team via email, phone, and online portal. We also provide extensive documentation, video tutorials, and regular webinars. Premium support packages are available for enhanced service levels.

Security is our top priority. Metrixs uses enterprise-grade security measures including encryption in transit and at rest, role-based access control (RBAC), and compliance with industry standards like SOC 2, ISO 27001, and GDPR. All data connections are secured using OAuth 2.0 authentication, and we inherit the security posture of your Microsoft Azure environment. Users only see data they're authorized to access based on their D365 permissions.

Yes, Metrixs fully supports multi-company, multi-currency, and multi-legal entity reporting. You can view consolidated reports across all entities or drill down into specific companies. Currency conversion is handled automatically using your D365 exchange rate configuration, and you can report in any currency defined in your system.

Metrixs uses a subscription-based pricing model with annual or multi-year terms. Pricing is based on the number of users and modules deployed. We offer different tiers to match your organization's needs, from essential reporting to enterprise analytics. Contact our sales team for a customized quote based on your specific requirements.

Yes! We offer personalized demos where our team walks you through the platform using sample data or, when possible, a sandbox copy of your data. This allows you to see exactly how Metrixs would work with your specific D365 configuration. We also offer proof-of-concept engagements for enterprise customers. Contact us to schedule your demo.

Data refresh frequency is configurable based on your needs. By default, transactional data is refreshed every 15-30 minutes, providing near real-time reporting. For large datasets, you can schedule refreshes during off-peak hours. Critical dashboards can be configured for more frequent updates. The refresh schedule can be customized for different data sets to balance timeliness with system performance.

Upon cancellation, you have a grace period to export any reports or data you need. We provide full data export capabilities in various formats (Excel, CSV, PDF). After the grace period, all data in our system is securely deleted according to our data retention policy. Your source D365 data remains completely unaffected as Metrixs only reads data without modifying it.

Metrixs is designed for Microsoft Dynamics 365 Finance & Operations cloud deployments. For on-premises deployments or other ERP systems, please contact our team to discuss custom integration options. We also support hybrid scenarios where some components are cloud-based and others are on-premises.