Forum Discussion
Aging report import from Dynamics 365
Sreerams26 I would think that you would need to setup an aging period definition: Set up and generate accounts receivable aging information - Finance | Dynamics 365 | Microsoft Learn
Kind of curious why you are not using the Customer Aging Report in Management Reporter:
Customer aging report - Finance | Dynamics 365 | Microsoft Learn
Thanks for the information. I performed the periodic task to update the balances as of the required date. However, this is a manual activity that is required to be done in 365. Is there a better option to get the latest data in to Power BI without the manual intervention. Secondly, From your video, I understand that a csv file can be extracted for the period that we give. Is that possible to do it as a direct query and have the aging data for multiple period so that I can see teh actual trend of customer aged balances