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

• Learn more about how to determine a reporting and analytics strategy for Dynamics 365.
• Understand the benefits and challenges of data estate modernization for reporting and analytics.
• Explore the components of the modern data estate, such as data sources, integration, storage, processing, and consumption.