Modern Dynamics GP Reporting: A Smooth Transition from Management Reporter

Polymers International Ltd., a New Zealand-based company with an Australian subsidiary, specializes in marketing and distributing silicones, chemicals, and polymers for agriculture and various industries. To manage their multi-national financial reporting, the company relied on Dynamics GP as their ERP and its built-in reporting tool, Management Reporter.

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The Problem: On-Premises Limitations of Dynamics GP

For years, Polymers International hosted Dynamics GP on-premises, but this setup presented increasing challenges:

• High Maintenance Costs – Server upkeep and security updates required significant time and financial investment.
• Limited Accessibility – Remote access to financial data was difficult, especially with the increasing need for flexible work environments.
• Disaster Vulnerability – On-premises hosting posed risks to business continuity due to potential disasters like fire or flooding.

Taking into account Microsoft’s extended timeline for Dynamics GP, management saw they could alleviate these pain points without migrating to an entirely new ERP by moving their GP implementation to the cloud.

The Finance-Specific Challenge in Moving Dynamics GP to the Cloud

Moving Dynamics GP to the cloud solved many IT-related concerns. However, this transition presented a significant challenge for the finance team: Management Reporter could not migrate to the cloud. This fact presented some possible challenges:

• The need to learn a new reporting tool
• Rebuilding financial reports from scratch in the new reporting software
• Ensuring continued accuracy and compliance

The CFO, David Armour, sought an alternative that could seamlessly replace Management Reporter and help them avoid these challenges, while maintaining the functionality, reliability, and ease-of-use they had grown accustomed to.

The Solution: Seamless GP Integration with FYIsoft

With the help of their Microsoft consultant, Altara, Polymers International discovered FYIsoft—a modern, cloud-based financial reporting solution designed for Dynamics ERP users. FYIsoft is especially ideal for Management Reporter users that desire a smooth transition without disruption to reporting processes. “I remember our consultant saying he thought he found something,” recalls David. “The minute I saw FYIsoft, I knew he was right.”

Key Benefits of FYIsoft

While there were many advantages that Polymers International gained by implementing FYIsoft, there are three that stand out:

1. 24/7 Secure Cloud Access: FYIsoft provided a cloud-based reporting environment, freeing their staff from the constraints of the office. Now they can generate up-to-the-minute reports from anywhere, at any time.
2. Automated Report Conversion: FYIsoft’s automated conversion tool seamlessly migrated existing Management Reporter reports, preserving details line-by-line. This drastically reduced the time and effort needed when compared with recreating them manually. In fact, there was almost no downtime!
3. Enhanced Time-Saving Features: FYIsoft offers advanced automation and customization features, improving ease-of-use while increasing reporting speed and maintaining the level of accuracy they’d come to expect from Management Reporter.

FYIsoft’s Automated Dynamics GP Report Conversion Process

Did you notice that the company experienced almost no downtime? FYIsoft’s seamless transition process ensures minimal disruption:

1. Upload existing Management Reporter files and relevant GL tables to our secure site.
2. Automated conversion maps existing Management Reporter building blocks to FYIsoft’s reporting components to generate new reports.
3. Review and refine reports with FYIsoft’s team to ensure accuracy and completeness.

Best Practice Tip: Optimize Before Migrating

Before converting reports into a new system, review and clean up outdated or unused accounts, reports, and irrelevant data. This will ensure your new reporting system is optimized for efficiency and future growth.

Advice for Other Dynamics GP Users

CFO David Armour shares some advice with GP users who are looking to migrate away from Management Reporter.

Move to the Cloud Without Hesitation: “Looking back, the transition was much smoother than expected, and it was absolutely worth it. Moving off cumbersome internal servers has improved efficiency, security, and cost savings. We have future-proofed our business.”

Replace Management Reporter Before You Have To: “Management Reporter is running on outdated technology. Eventually, you’ll have to switch. You’re better off making the transition to FYIsoft now and gaining the benefits of modern technology. The transition is incredibly easy, and the software is even better than Management Reporter.”

Final Thoughts

Polymers International Ltd.’s successful transition from Management Reporter to FYIsoft showcases the power of modern financial reporting tools. By proactively adopting a cloud-ready solution, the company has improved accessibility, reporting speed, and long-term scalability—a strategy other Dynamics GP users should consider before Microsoft phases out Management Reporter entirely.

FYIsoft is the ideal financial reporting solution for Microsoft Dynamics ERP users. Offering seamless integration, FYIsoft brings enhanced automation, robust financial reporting, multi-entity consolidation, and improved report distribution.

And, when you move from Dynamics GP to a true cloud-based ERP such as Dynamics 365 Business Central, having FYIsoft as your reporting solution will make the transition more simple.

Want to learn more about the success of Polymers International? Download the case study today.

By FYIsoft | www.fyisoft.com

This article originally published on ERP Software Blog https://erpsoftwareblog.com/2025/03/modern-dynamics-gp-reporting-a-smooth-transition-from-management-reporter-to-fyisoft/