Business performance planning for Dynamics 365
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Dec 20, 2023 |
Business value
Enable companywide planning for finance and operations to drive agile decision-making using a Power BI and Excel user experience.
Feature details
Perform financial analysis, forecasting, budgeting, and driver-based planning in extended planning and analysis for Dynamics 365. This release contains an integration to Dynamics 365 Finance and allows users to model, contribute, and approve financial plans and forecasts using Power BI and Excel. By connecting operational planning with financial impact, organizations can continuously plan, act, and analyze in a preferred experience.
Create companywide budgets and perform continuous planning to drive agile decision making and competitive advantage with planning for:
- Revenue and expense
- Bottoms up and top down
- Driver-based
- Short- and long-term planning with what-if scenarios
- Human resources and sales
Capabilities include:
- Direct connection and integration of Dynamics 365 Finance.
- Copy plans to run what-if scenarios to accelerate business decision making and reduce risk.
- Familiar user experience using Power BI.
