The Business performance planning integration agent workflow feature simplifies the complexity of creating and managing workflows by guiding users step-by-step through the process. This feature makes the workflow creation process more user-friendly and reduces the need for extensive system knowledge. The agent automates many repetitive and manual tasks involved in workflow management, so users can focus on more strategic activities. The agent provides clarity by offering recommendations and best practices for creating effective workflows. It helps users align their workflows with organizational goals. The agent ensures timeliness by monitoring workflows in real time and sending notifications and reminders to keep approvals on track, thereby reducing delays.

The Acquire to Dispose (A2D) data model in business performance analytics offers significant business value by providing a comprehensive view of asset management, from acquisition to disposal. By supporting key processes such as asset acquisition, depreciation, maintenance, valuation, and disposal, the A2D data model enhances the accuracy and timeliness of asset data. This enhancement facilitates better strategic planning and decision-making.

The Acquire to Dispose data model delivers granular data that enables you to create custom reports and perform detailed analysis. It incorporates various dimensions across the asset lifecycle. With this capability, you gain deeper insights into asset performance, usage, and cost trends. With dimension-based analysis, you can easily identify patterns in asset use, optimize maintenance schedules, and enhance investment strategies. These improvements lead to better asset efficiency and cost savings.

By streamlining the entire asset management process, the A2D data model improves operational efficiency, reduces errors in asset tracking and valuation, and ensures timely asset disposal. This enhanced efficiency contributes to better financial management, reduced total cost of ownership, and stronger financial stability. Additionally, the A2D model supports effective tax management and accurate depreciation calculations, which further improve financial compliance and reporting.

Comprehensive visibility provided by the Acquire to Dispose data model strengthens asset management practices by enabling accurate tracking and reporting of asset status and value. This reliability fosters better decision-making and long-term planning, driving operational excellence and business growth. By leveraging the Acquire to Dispose data model, businesses can optimize their asset management processes, improve financial performance, and achieve sustainable growth and competitive advantage.

Planning is a critical part of an organization's process. It helps the organization model potential growth or business changes and gain insight into the details and impact of new or divested investments. To get a competitive advantage, organizations strive to do more continuous planning. By moving faster and getting insights earlier, they become more agile and dynamic than their competition.

With algorithms for outlier detection or forecasting, businesses can create a more reliable plan. By automating these planning actions and creating new scenarios and reports, companies can save time by eliminating manual processes. With the business performance capabilities, Power Automate, and Dynamics 365 Finance, you can automate the full plan-to-act analyze process.

This feature provides:

• Visualization of outliers
• Ability to exclude outliers from planning scenario

When evaluating or demonstrating new planning software, financial planning and analysis managers or partners want to trial experience with their own data. Typically, configuring this process takes weeks as a proof of concept. Quick-start templates provide this experience in minutes instead of days.

When an organization connects to Dynamics 365 Finance, out-of-the-box templates use information about the chart of accounts and properties of posted data to provide a view of the organization's profit and loss. With editing capabilities, users can try the entry experience right away.

This feature provides the ability to import and export a Business performance planning data model (cube and dimension) from one environment to another.

The integration between Business performance planning and Business performance analytics enhances financial planning, forecasting, and operational efficiency by providing a seamless connection between Business performance planning and Dynamics 365 finance and operations. With this feature, you can leverage analytical tables built by Business performance analytics to enable better decision-making and agility in planning. The integration addresses key challenges such as data inconsistencies, lack of direct data import methods, unfriendly table names, and performance issues. By simplifying the process and using AI to assist in building and planning data models, this integration helps you make timely, data-driven decisions and improves the overall user experience.

• Access the Business performance analytical tables.
• Pick and choose the tables you need to start planning.
• Perform transformation operations, such as Group By and Filter, on those tables before importing them into Dataverse.

By pointing to existing spreadsheets used for planning, organizations can reduce implementation time by getting a guided experience. When you use dimension and cube creation copilot for planning, you simplify and streamline this process by pointing to Excel spreadsheets and having the system recommend dimensions, values, cubes, and formulas.

The Business performance planning cube and dimension export and import feature enables users to transfer planning structures across environments. Users select a cube and its associated dimensions, and generate a JSON file that contains the data schema. To import the file into another Business performance planning environment, users can:

• Select Import cube on the home page.

  -- or --

• Select Create cube in the cube section, then select Import cube.

A guided wizard helps users select the previously exported JSON file. If a dimension with the same name exists in the target environment, users get a prompt that lets them choose to stop the process or continue without duplicating the existing dimension. If a cube with the same name exists, users get a notification that blocks the import. Users must rename the cube in the source or target environment before they can proceed.

This feature exports only the data schema, not the actual data. After importing the schema, users must populate the new tables with data by using existing functionalities. For dimensions, users can enter data manually through the grid or use Dataflow. For cubes, users can use Dataflow or Excel upload.

When users update the Business performance planning application to the latest version, licensed users get this feature enabled by default. No manual activation is required. The feature has no compatibility restrictions and doesn't affect existing functionalities.

By streamlining the deployment of planning models, this feature reduces implementation time and enables customers to deploy solutions in less than two weeks. It empowers partners to create and distribute industry-specific planning templates to address the need for reusable frameworks. Research and customer feedback show that businesses want a standardized yet adaptable approach that balances best practices with customization. This feature helps organizations rapidly scale and optimize their planning processes.

The change management tracking for cubes in business performance planning enhances tracking and transparency for changes to cube data. With this feature, you can track who made changes, what changes they made, and when they made them. The UI experience clearly shows the changed values before and after the change. You can filter the audit trail data for reporting purposes.

The feature also includes a contextualized audit trail experience within Power BI visuals. With this feature, you can access the audit trail directly within the visuals.

Previously, calculation and modeling were handled directly in Power BI through calculation definition. This feature provides calculation logic and methods within the business performance planning application. It eliminates the need for manual setup of calculations in Power BI and streamlines planning by leveraging key drivers across multiple scenarios.

New and experienced users of Business performance analytics can ask Copilot about the application using a conversational interface. Copilot takes the user's prompt, scans the Business performance analytics documentation on Microsoft Learn, and summarizes the relevant information in its response. With Copilot, new users can learn about Business performance analytics, and experienced users can discover new features to Business performance analytics within the application. This approach saves time for the user and their company's IT support because the user doesn't need to leave the application to manually find an answer or submit a support ticket for their issue.

The Extend to Fabric feature in Business performance analytics enhances the platform's flexibility by enabling seamless integration of Business performance analytics data with proprietary datasets. This integration breaks down data silos and provides a holistic view of operations, which supports better strategic planning and decision-making.

Users can create custom reports and dashboards that reflect unique metrics and KPIs critical to their organization. This capability empowers users to address specific business challenges and opportunities through tailored data analysis. By incorporating unique business logic and extra data sources, businesses achieve more accurate and nuanced insights.

The Extend to Fabric feature simplifies scaling analytics capabilities as business needs evolve. With this feature, organizations can easily incorporate new data sources and analytical models. This approach keeps the BPA solution relevant and robust over time. By fostering innovation and agility, extensibility with Fabric supports a dynamic and responsive approach to business performance management. It drives continuous improvement and sustainable growth.

The Analyze in Excel feature in Business performance analytics (BPA) delivers substantial business value by allowing you to harness the full potential of Excel for data analysis directly within the BPA platform. This integration enables seamless access to BPA data in Excel, where you can leverage familiar tools and functions to create custom analyses, pivot tables, and charts. By providing direct interaction with Business performance analytics data in Excel, you can efficiently perform detailed and complex data analysis. The ability to refresh data automatically ensures that analyses are always up to-date, facilitating real-time decision-making.

Analyze in Excel enhances productivity by combining the robust data capabilities of Business performance analytics with the versatile analytical tools of Excel. This integration simplifies the data analysis process, reduces the learning curve for users already familiar with Excel, and fosters a data-driven culture within the organization. It empowers users to make informed decisions, driving operational excellence and business growth. With the complete BPA data model available in Excel, users can unlock deeper insights and tailored reports, ensuring comprehensive and accurate business performance analysis.

Although the budgeting and forecasting process is becoming more continuous in organizations, users still don't complete activities daily. When users must learn another tool for completing their plans and forecasts, adoption suffers. User frustration grows, or users complete the activity offline in Excel, which takes more time.

When users can complete their plans in Excel, they immediately understand what to do and can do it online in a single step. They don't need to export data, calculate things offline, or manually enter numbers. With this feature, users can complete budgets and analyze data with Excel. When users manage their continuous planning process by using Excel, they can choose the experience they prefer. This approach leads to faster and more accurate forecasting so organizations can make agile business decisions.

To enhance the budget contributor experience and accuracy, users pick from a list of dimension values instead of entering ad-hoc information. For example, if the user enters a type of item, they can select from a specific item category when creating a plan. This feature provides data consistency and governance to the budgeting process. When users link columns across dimensions, they select values from the linked column.

Planning often includes dimension values that differ from actual data. These values model different scenarios, such as a new division, product, or service. Currently, users need to edit these values in Excel. By adding an editable grid, users can edit or add dimension values directly within the planning app without launching Excel.

Data flows are the integration component for bringing data into planning. Currently, you bring data through a separate administrator experience in Power Platform. When you bring this experience into the application, users can complete their entire planning setup in a single application, which reduces complexity and the number of steps.

Administrators set up security user by user, which is a manual and time-consuming process. With security enhancements, administrators get a visual overview of access to the cubes and dimensions by users and groups. They can also mass-assign dimension and cube access for a user or group of users.

The Procure to Pay data model in Business performance analytics delivers substantial business value by providing a comprehensive view of procurement processes and ensuring accurate and efficient payment handling. By supporting key business processes such as purchase requisitions, purchase orders, product receipt, three-way matching, invoices, taxes, charges, payments, and the Accounts Payable subledger, the Procure to Pay data model enhances the accuracy and timeliness of procurement data, facilitating better strategic planning and decision-making.

The Procure to Pay data model delivers granular data that enables you to create custom reports and perform detailed analysis, incorporating various dimensions across the procure to pay value chain. This capability allows businesses to gain deeper insights into procurement performance, supplier behavior, and cost trends. With dimension-based analysis, organizations can easily identify procurement patterns, optimize supplier contracts, and enhance sourcing strategies, leading to cost savings and improved supplier relationships.

By streamlining the entire procure-to-pay process, the Procure to Pay data model improves operational efficiency, reduces errors in order processing and payment handling, and ensures timely fulfillment of procurement needs. This enhanced efficiency contributes to better cash flow management, reduced days payable outstanding (DPO), and stronger financial stability. Additionally, the Procure to Pay model supports effective tax management and accurate charge allocation, which further improves financial compliance and reporting.

The comprehensive visibility provided by the Procure to Pay data model strengthens supplier relationships by enabling prompt and accurate order fulfillment and payment processing. This reliability fosters trust and collaboration with suppliers, driving long-term partnerships and operational excellence. By leveraging the Procure to Pay data model, businesses can optimize their procurement processes, improve financial performance, and achieve sustainable growth and competitive advantage.

The Order to Cash data model in Business performance analytics provides an end-to-end view of the sales process. It ensures accurate invoicing and efficient payment processing. By supporting key business processes such as sales orders, picking lists, packing slips, invoices, payments, taxes, charges, and the Accounts Receivable subledger, the Order to Cash data model enhances the accuracy and timeliness of sales data. It facilitates better strategic planning and decision-making.

The Order to Cash data model delivers granular data that enables end users to create custom reports and perform detailed analysis. It incorporates various dimensions across the order to cash value chain. With this capability, businesses gain deeper insights into sales performance, customer behavior, and revenue trends. With dimension-based analysis, organizations can easily identify sales patterns, optimize pricing strategies, and enhance product offerings. These insights lead to increased sales and customer satisfaction.

By streamlining the entire order-to-cash process, the Order to Cash data model improves operational efficiency, reduces errors in invoicing and payment processing, and ensures timely revenue recognition. This enhanced efficiency contributes to better cash flow management, reduced days sales outstanding (DSO), and stronger financial stability. The Order to Cash model also supports effective tax management and accurate charge allocation, which improves financial compliance and reporting.

Comprehensive visibility provided by the Order to Cash data model strengthens customer relationships by enabling prompt and accurate order fulfillment and billing. This reliability fosters trust and loyalty among customers, driving repeat business and long-term growth. By leveraging the Order to Cash data model, businesses can optimize their sales processes, improve financial performance, and achieve sustainable growth and competitive advantage.

Dimensional row-level security in Business performance analytics delivers substantial business value by enabling precise control over data access and enhancing compliance. Based on Dataverse security and Power BI security models, and incorporating dimensions from ERP, this capability allows organizations to set up reporting at the role level, ensuring that users can only view data relevant to their roles. This security model minimizes the risk of unauthorized access and protects sensitive information.

With dimensional row-level security, users can share reports with team members where the data refreshes automatically, providing fields for extra reporting capabilities. When combined with the extensibility of the data model, users can view reports by dimension and by legal entity, creating refreshable, prewritten reports that they can distribute beyond the finance organization. For example, users can send a sales report to field sales staff that refreshes with the most current sales numbers while restricting access to specific products and locations.

This security model simplifies report management by eliminating the need for multiple report versions tailored to different access levels. It streamlines the reporting process. It also supports regulatory compliance by ensuring consistent enforcement of data access policies across the organization. By providing personalized and secure data views, dimensional row-level security enhances user trust and leads to more accurate and efficient decision-making. Ultimately, it helps maintain data integrity, reduces the risk of data breaches, and fosters a culture of data-driven decision-making while ensuring robust data protection and compliance.

The Business performance analytics reporting hub delivers substantial business value by providing a centralized platform for accessing, creating, and sharing reports. It seamlessly integrates with tools like Power BI and Excel to enhance efficiency and collaboration across the organization. The hub features Analyze in Excel to help you fully utilize your data, bringing all reporting capabilities into one place.

With the reporting hub, you can create new insights and manage report access effortlessly. You ensure that the right information is available to the right people at the right time. You can securely share reports with team members, and data refreshes automatically to provide up-to-date information for decision-making. This centralized approach eliminates the need for multiple report versions. It streamlines the reporting process and reduces the risk of errors.

The reporting hub includes an array of prebuilt reports such as Balance Sheet, Profit and Loss, Vendor Aging, Sales Transaction Details, and more. These reports cover key areas like financial performance, vendor transactions, and sales details, so essential information is available from day one.

Security and administrative setup in the Business performance analytics reporting hub are designed for precision and control. The platform's fine-grained security model allows administrators to set up detailed access controls, so data and reports are automatically filtered according to user permissions. This setup simplifies compliance and protects sensitive information without the hassle of maintaining multiple versions of reports.

The Business performance analytics reporting hub empowers organizations to leverage their data more effectively, improve transparency, and enhance strategic planning. It fosters a culture of data-driven decision-making, driving operational excellence and supporting sustainable business growth.

Business performance analytics is the key to unlocking your organization's full potential. By systematically collecting, analyzing, and interpreting data from various business functions, business performance analytics provides actionable insights that drive strategic decision-making and operational efficiency. With advanced reporting, analytics, and insights tools, business performance analytics transforms raw data into clear, impactful metrics. It enables you to track performance, identify trends, and capitalize on opportunities for continuous improvement.

Business performance analytics app: Your reporting, analytics, and insights hub

The business performance analytics app gives you seamless access to all your reports. You can craft new insights, share them securely, and manage report access effortlessly. The app integrates with tools like Power BI and Excel, featuring Analyze in Excel to help you fully use your data.

Data Models: Tailored for insight

Comprehensive, detailed data models cover business processes such as Record to Report, Budgeting, Order to Cash, and Procure to Pay. These user-friendly models enable personalized report creation and provide deep operational insights. With these models, you can easily navigate related documents, report across ledgers, and analyze multi-currency data.

Curated prebuilt reports at launch

An array of ready-to-use reports gives you immediate insights from day one. By covering key areas like financial performance, vendor transactions, and sales details, these reports make sure essential information is always available.

Dimensional Security: Precision control

The platform's detailed security model gives you precise control over data and report access. With integration for Excel and Business performance analytics reports, data automatically filters according to user permissions. This setup simplifies compliance without needing multiple report versions.

Extensibility with Fabric

The Extend to Fabric feature integrates Business performance analytics data with proprietary datasets. This integration creates a customized analytical experience that fits specific business needs.

Business performance analytics acts as a comprehensive tool for reporting, analytics, and insights. It gives you the flexibility and control you need to drive business success.

The Record to Report data model in Business performance analytics gives you a comprehensive view of financial performance and regulatory compliance. By streamlining key financial processes such as General Ledger, Budgeting, and Financial Dimensions, the Record to Report data model improves the accuracy and timeliness of financial statements. This improvement supports better strategic planning and decision-making.

The data comes at the most detailed level possible, so you can perform detailed and precise analysis. Use the data model to build custom reports and analytics, making it highly accessible and user-friendly. You can easily perform dimension-based analysis on the financial data, which enables deep insights into various financial aspects. This capability makes the Record to Report data model particularly effective for period-end reporting, providing businesses with timely and accurate financial insights.

Additionally, it improves transparency and accountability, so stakeholders have more confidence. When you can quickly identify financial anomalies and trends, you can optimize your financial operations, reduce costs, and increase profitability. This strong financial insight helps sustainable business growth and better competitive positioning.