Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
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 |
|---|---|---|
| Users, automatically | Sep 2025 | - |
Business value
When you streamline access to Dynamics 365 Finance data with Business performance planning, you get the following benefits:
- Boost efficiency: Save time by reducing manual data entry so you can focus on the analysis that matters.
- Improved accuracy: With direct integration, your planning uses the latest financial data you can trust.
- Smooth experience: A unified platform delivers a consistent, user-friendly experience that makes your tools easier to use.
- Real-time insights: Get up-to-date financial info that helps you make quick, informed decisions.
- Cut costs: Fewer systems lower maintenance and training costs.
- Strategic edge: An integrated data approach gives you an advantage by helping you spot trends and opportunities first.
This feature makes financial planning more efficient, accurate, and strategic, so you drive better business outcomes.
Feature details
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.