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Start planning quickly with template solutions

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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 - Jun 2025

Business value

Users have the opportunity to quickly try planning when connecting to Dynamics 365 Finance.

Feature details

When evaluating or demonstrating new planning software, financial planning and analysis managers or partners would like to have a trial experience with their own data. This process typically takes weeks to configure as a proof of concept. Quick-start templates provide this experience in minutes versus days.

By using information about the chart of accounts and properties of posted data, when an organization connects to Dynamics 365 Finance, out-of-the-box templates provide a view of the organization's profit and loss. With editing capabilities, users can try out the entry experience immediately.

This feature provides the ability to import and export a Business performance planning data model (cube and dimension) from one environment to another.