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Important
As of October 2026, this content is archived and no longer maintained. Information on this page may not reflect the latest product plans, features, or guidance. For current roadmap information across Dynamics 365, Power Platform, Dataverse, Microsoft 365, and Copilot, visit the roadmap. Continue to use Microsoft Learn for authoritative product guidance and documentation.
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | 
Jul 26, 2026 |
Business value
Custom KPIs put your unique business priorities at the center of process analysis. While standard metrics provide valuable baseline insights, your competitive advantage often lies in tracking the specific measurements that drive your business, whether that's customer-specific SLAs, industry-specific compliance thresholds, or proprietary efficiency calculations. This feature enables your teams to define, calculate, and monitor the exact metrics that align with your strategic goals, without waiting for IT or vendor support. Business users gain autonomy to evolve their measurement framework as priorities shift, ensuring your process intelligence always reflects current objectives. The results are more relevant insights, stronger alignment between process performance and business outcomes, and the ability to demonstrate value in the language your stakeholders understand.
Feature details
The process intelligence experience allows flexible metric creation with seamless visualization integration. This feature enables you to define custom KPIs and metrics tailored to specific business requirements within the process intelligence experience. You can create custom metrics using configurable formulas that can incorporate existing process data, standard KPIs, and mathematical operations.
Key capabilities include:
- Custom metric creation: Build new KPIs using an intuitive formula editor that supports calculations based on case attributes, event data, timestamps, and existing metrics.
- Editing and management: Modify, refine, or delete custom metrics as business needs evolve, with changes automatically reflected across all visualizations using those metrics.
- Native visualization support: Integrate custom KPIs seamlessly into all process intelligence experience tiles and components. Display them in process maps, trend charts, statistical breakdowns, and comparative analyses just like standard metrics.
- Business-specific measurements: Define metrics that reflect your unique business context, such as weighted performance scores, custom cost calculations, compliance rates, or domain-specific efficiency ratios.
- Reusability: Reuse custom KPIs throughout the process intelligence experience, applying them to filters and analysis scenarios.
Custom metrics are evaluated dynamically against your process data, ensuring calculations remain current with each data refresh and providing consistent measurement across your process intelligence environment.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Related content
Use KPI (key performance indicator) cards in the process intelligence experience (preview) (docs)