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Checklist for reporting and analytics

Done? Task
Review your project plan and identify how reporting and analytics support your business objectives and timelines.
Assess your data estate and understand the different data sources, types, and schemas that you have or need.
Choose the right tools and platforms for your analytics needs. Consider the data volumes, formats, and locations that you work with.
Define the types of reports and intelligence that you need at different levels of your organization, such as strategic, operational, user, or administrative.
Take advantage of the built-in reporting and intelligence features in Dynamics 365 to get started quickly.
Align your insights and analytics roadmap with the business capabilities that you deliver.
Follow Common Data Model to standardize your data schema and allow better integration across systems.
Secure your data when you export it from Dynamics 365 to external data stores. Grant data access only to people who need it.
Coordinate your reporting and analytics with your master data management strategy.
Use customer data platform offerings such as Customer Insights to unify customer data from various sources.
Use modern data and BI platforms such as Azure Synapse Analytics and Power BI to build enterprise data solutions.
Focus on delivering reports that add value to your organization by aligning them with business processes.

Next steps