TABLE OF CONTENTS
- What is Microsoft Dynamics 365 CRM?
- Microsoft Dynamics 365 CRM: Apps, Features, & Pricing
- 1. Dynamics 365 Sales
- 2. Dynamics 365 Customer Insights
- 3. Dynamics 365 Customer Service
- 4. Dynamics 365 Field Service
- 5. Dynamics 365 Project Operations
- Microsoft Dynamics 365 CRM: 5 Key Implementation Stages
- Stage 1 - Analysis and Planning
- Stage 2 - Solution Design
- Stage 3 - Development and Testing
- Stage 4 - Deployment and Go-Live
- Stage 5 - Continuing Support and Tuning
- What’s Next
- Microsoft Dynamics 365 CRM - FAQs
- 1. What are Microsoft Dynamics 365 CRM apps used for?
- 2. Is Microsoft Dynamics 365 similar to CRM?
- 3. Is Dynamics 365 CRM different from Salesforce?
ERP BI is the combination of an Enterprise Resource Planning (ERP) system and Business Intelligence (BI) tools, where ERP collects and manages transactional data and BI analyses that data to generate insights for reporting, forecasting, and strategic decision-making. In simple terms, ERP runs the business, and BI helps leaders understand how to run it better.
However, many Australian firms still struggle to unlock this value. Salesforce’s 2025 survey found that 94% of Australian business leaders believe their data has untapped potential, yet they lack the tools or processes to convert that data into meaningful outcomes. This gap makes ERP BI increasingly essential.
This article explains what ERP BI is, how ERP and BI differ, how integration works, and which leading ERP systems offer strong built-in or extensible BI capabilities for performance, visibility, and long-term growth.
What Is ERP (Enterprise Resource Planning)?
Enterprise Resource Planning (ERP) is a unified software system that manages core business functions, such as finance, supply chain, manufacturing, sales, customer service, and HR, within a single operational platform. Its primary role is to standardise processes, maintain consistent data, and provide the operational foundation that Business Intelligence (BI) later analyses for insights.
Modern ERP systems are built around integrated modules that work together in a single environment:
In summary, ERPs are the operational backbone of the business. Every sale, purchase, manufacturing step, or financial record is captured immediately. Because all modules feed into a centralised database, the organisation benefits from a single source of truth. This transactional foundation is what BI relies on to interpret performance, uncover trends, and project future outcomes.
What Is BI (Business Intelligence)?
Business Intelligence (BI) is the analytical system that converts ERP and other organisational data into insights for reporting, forecasting, and strategic decision-making. While ERP records operational transactions, BI interprets them to reveal trends, performance patterns, and emerging risks or opportunities.
BI can analyse information not only from ERP, but also from CRM systems, spreadsheets, external data sources, and market datasets. This multi-source approach helps organisations move beyond basic operational reports and toward deeper business insight.
BI typically consists of several interconnected components that work together to deliver analytical value:
In short, BI helps businesses use historical and real-time data to predict trends, improve performance, and guide strategic planning with greater confidence. When combined with ERP, BI helps organisations understand operational behaviour, identify risks early, and allocate resources more effectively.
Now that we understand both systems individually, we can examine the differences that matter most for decision-makers.
What Are the Key Differences Between ERP and BI?
ERP manages daily business operations, while BI analyses ERP data to generate insights for reporting, forecasting, and strategic decision-making. In practice, ERP answers what happened, whereas BI helps organisations understand why it happened and what to do next.
The table below outlines the core differences between ERP and BI in a detailed, side-by-side view:
Category
ERP (Enterprise Resource Planning)
BI (Business Intelligence)
Primary Function
Executes and records operational transactions across finance, inventory, sales, HR, and manufacturing.
Interprets historical and real-time data to identify trends, patterns, and forecasts.
Focus Area
Process automation, workflow consistency, compliance, and data entry accuracy.
Analytics, reporting, forecasting, and performance measurement.
Users
Operational staff (finance officers, warehouse teams, production schedulers, HR administrators).
Analysts, managers, executives, and decision-makers.
Data Type
Real-time transactional data: purchase orders, invoices, stock movements, payroll entries, production logs.
Aggregated and cleansed data from multiple systems.
Output
Operational reports, statements, transactional records, and audit trails.
Dashboards, visual analytics, KPI scorecards, predictive insights and ad-hoc analytical queries.
Value Creation
Ensures accuracy, consistency and efficiency across daily business functions; reduces operational risk.
Enables informed decisions, improves responsiveness, and reveals opportunities.
Example
SAP, Odoo, Oracle
Power BI, Tableau, Qlik
In summary, ERP provides the structured operational data foundation, while BI turns that data into intelligence. Both systems address different layers of the enterprise, but their combined use unlocks far greater value than either can deliver on its own.
Understanding these differences sets the foundation for seeing how ERP and BI complement each other. The next section explains what ERP and BI integration is and how combining the two creates a unified, data-driven operating model.
What Is ERP and BI Integration?
ERP and BI integration connects operational ERP data with business intelligence tools, enabling organisations to analyse operations, forecast trends, and make data-driven decisions. In other words, ERP generates the operational data, and BI turns that data into insights, creating a continuous intelligence system that supports faster, more confident decision-making.
Why Integrating ERP and BI Matters for Modern Businesses
By connecting insights across departments, ERP and BI integration helps teams act quickly and confidently. Businesses gain faster, more accurate reporting, better forecasting, and clear visibility across operations, making it easier to spot bottlenecks, align goals, and stay on top of compliance and audits.
Key benefits include:
However, integration alone cannot solve underlying data issues. A Hitachi Vantara study found that 41% of Australian IT leaders cite poor data quality as a major barrier to deriving value from AI and analytics, underscoring the need for data validation and governance in any ERP and BI integration.
Integration Approaches for Australian Businesses
Australian organisations typically choose between native ERP analytics or external BI tools, depending on reporting complexity, budget, and business needs. Both approaches can deliver powerful insights when implemented correctly.
Common approaches include:
Integration checklist for Australian organisations:
A Real-World Example and Use Case in Australia
Our client, a leading manufacturer in Australia, implemented Odoo ERP to manage inventory, purchasing, and manufacturing operations. To gain actionable business intelligence, the company integrated Odoo with Power BI, enabling real-time and scheduled data pulls for critical reporting.
By connecting key Odoo modules, such as Odoo Inventory, Purchasing, and Manufacturing, to Power BI via a custom solution, the business could replicate complex stock reports that track stock on hand, purchase orders, manufacturing orders, deliveries, and stock coverage over time.
This integration allowed decision-makers to:
This case demonstrates how ERP BI empowers Australian businesses to transform transactional data into actionable insights, improving operational efficiency, reducing costs, and supporting data-driven decisions.
ERP and BI integration transforms isolated operational data into real-time, decision-ready insights, strengthening reporting, forecasting and organisational alignment.
Now, let’s explore the top ERP systems with built-in BI capabilities, helping Australian businesses evaluate which platforms offer the strongest foundation for insight-driven operations.
Which ERP Systems Offer the Best BI Capabilities?
Several leading ERP systems offer built-in BI capabilities or seamless integration with analytics tools, giving businesses real-time insight directly from their operational data. Below is an overview of the top ERP platforms, including Odoo, Microsoft Dynamics 365, SAP S/4HANA, and Oracle NetSuite, that provide strong embedded analytics or extensible BI support, helping organisations move beyond fragmented reporting and towards unified, insight-driven operations.
Odoo
Odoo combines built-in analytics with flexible Power BI integration, giving decision-makers real-time visibility across sales, finance, projects, and operations without switching between systems. Its native tools, such as dynamic spreadsheets, pivot tables, smart filters, and custom dashboards, pull live data from all Odoo applications, eliminating manual exports and ensuring every report reflects up-to-date information.
For deeper modelling or advanced visualisation, Odoo can connect to Power BI through third-party connectors or custom integration. This allows Odoo data, such as sales, inventory, and accounting, to sync into Power BI for richer visualisations, drill-downs, and interactive dashboards. Learn more about how Odoo and Power BI integration work together in our detailed article.
Microsoft Dynamics 365
Microsoft Dynamics 365 provides native, built-in integration with Power BI, allowing organisations to embed interactive analytics and real-time visual insights directly within ERP workspaces. This integration delivers role-specific intelligence across Finance, Supply Chain Management, Project Operations and Business Central. Power BI Desktop is free for building reports, but embedding, sharing and collaborating on those reports inside Dynamics 365 requires the appropriate Power BI and Dynamics 365 licenses.
SAP S/4HANA
SAP S/4HANA features Embedded Analytics, a powerful business intelligence framework built directly into the ERP core. For business users, this means instant insight from transactional data, enabling faster decisions and seamless insight-to-action workflows. Because S/4HANA embeds analytics within daily operations, companies can achieve faster reporting, better process visibility, and measurable impact on business outcomes, all within a single ERP platform.
Oracle NetSuite
NetSuite SuiteAnalytics delivers embedded, real-time reporting and dashboards directly within the ERP, enabling businesses to monitor performance across finance, operations, and other key departments. Combined with generative AI and natural language queries, SuiteAnalytics empowers users to create reports and charts effortlessly, turning operational and financial data into actionable business intelligence, all without leaving the ERP system.
These ERP systems show how organisations can leverage built-in analytics or extend their reporting through external BI tools. Next, we’ll examine the emerging trends and technologies that are reshaping the future of ERP BI, and what Australian businesses should prepare for.
What Are the Emerging Trends and Technologies in ERP BI?
ERP BI trends are shifting toward embedded AI, natural-language analytics, ESG reporting and stronger data governance. These innovations make ERP systems more intelligent, automated and accessible for business users.
These trends demonstrate how ERP BI is evolving from static reporting to intelligent decision support. To address common questions from businesses evaluating these capabilities, the next section provides FAQs about ERP BI.
FAQs and Additional Insights about ERP BI
What is the difference between ERP analytics and BI analytics?
ERP analytics focuses on reporting operational transactions inside the ERP, while BI analytics interprets those transactions to reveal patterns, insights and forecasts.
Is BI a part of ERP or a separate system?
BI can be either embedded within an ERP or implemented as a separate analytical system. Some platforms, such as SAP S/4HANA or Dynamics 365, include native BI features, while many businesses connect external BI tools like Power BI or Tableau for more advanced modelling, visualisation and predictive capability.
Can Odoo integrate with Power BI?
Yes, Odoo can integrate with Power BI through a custom integration solution. When connected, Power BI can automatically sync Odoo data (sales, inventory, finance and more), support custom data exports for deeper analysis, and even display selected Power BI dashboards inside the Odoo interface when configured correctly.
ERP collects the data that runs the business, and BI interprets that data so leaders can act with clarity and confidence. Together, they create an insight-driven growth engine that links daily operations with strategic foresight.
As Australian businesses face tighter margins, rising compliance expectations, and shifting customer demand, the ability to turn transactions into intelligence is no longer optional. It is how organisations improve forecasting, strengthen financial control, and make better decisions at speed.
For organisations ready to take the next step, consider consulting a certified ERP BI partner in Australia. If you’re exploring Microsoft Power BI as part of your ERP analytics strategy, our team is here to discuss a tailored roadmap designed for your systems, objectives and growth plans.
Article Sources
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