ERP Exports
Revenue Leakage Analysis With Dynamics 365 Exports
Microsoft Dynamics 365 posts every invoice exactly as it was entered, including the ones billed below the agreed price, with discounts nobody approved or with late payments never charged. korppi finds that revenue leakage in a read-only export of your Dynamics 365 data and puts a value on every gap, linked to the invoice lines behind it. This covers Dynamics 365 Finance and Supply Chain Management as well as Business Central.
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By the korppi team, Cemal Tosun and Emin Genisol
The Problem in the CFO's Words
"We have trade agreements for every key customer, so why is margin below plan?" In Dynamics 365, agreements describe what should happen. What actually gets posted can differ: a manual price on an order, a customer in the wrong group, a discount stacked on another. Each case is small, nobody owns it, and together they cost real money every month.
Read more about the pattern in revenue leakage and pricing and discount leakage.
Where the Money Slips Away
In Dynamics 365, the losses tend to sit in a few familiar places: prices that fall below the agreement, discounts that add up to more than anyone approved, returns credited for more than was sold, customer records split across groups or companies with different terms, and late payments that were never charged. None of them shows up as an error, which is exactly why they last.
Typical Dynamics 365 Data Issues
Dynamics 365 is flexible by design: prices and discounts can come from several places, invoices can be created outside the usual order flow, and the same customer often lives in more than one legal entity. That flexibility is what hides leaks, and reading the data correctly takes experience with how Dynamics 365 is set up in practice.
That is the part we do for you. Duplicate and misgrouped customers are a master data question first, see master data quality.
What korppi Delivers
- Line-level evidence. Every figure is calculated from your own posted invoice lines and linked back to them, so finance and sales can verify each case.
- A Data Health Report. A data health score, a value on each problem record and the leaks with their owners, ready for a management meeting.
- korppi Revenue Intelligence. An annual subscription that measures each new export against the last one, so recovered revenue stays recovered.
- Explanations you can trust. The AI explains the results in plain language and never invents numbers.
How to Connect Dynamics 365 Read-Only
A read-only export from Dynamics 365 is enough. korppi never writes to your system and installs nothing in it, and we agree the details with your team. The security brief is shared on request.
Start With a Data Health Report
Request a Data Health Report for your own Dynamics 365 data and see what your revenue leakage is worth, or request a demo to walk through a report with us. Other systems are in the ERP exports overview.
Microsoft Dynamics 365 is a trademark of Microsoft. korppi reads standard exports and is not affiliated with Microsoft.
Frequently Asked Questions
Which Dynamics 365 data do you need?
A read-only standard export of your posted invoice lines, trade agreements or price lists and customer records is enough. We agree the exact export with your team on a call.
Does it work for both Business Central and Finance and Supply Chain Management?
Yes. The business questions are the same in both, and we adapt the export to the edition you run.
Can korppi see discounts that add up to more than policy?
Yes. Stacked discounts are one of the most common leaks in Dynamics 365 data, and the Data Health Report shows each case with its amount and the invoice lines it belongs to.
Does korppi need an app from Microsoft AppSource?
No. korppi reads standard exports and does not install anything in Dynamics 365. It is not listed as a Microsoft app and is not affiliated with Microsoft.