Streamline Dynamics 365 finance and operations integration
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 | May 2025 | - |
Business value
Streamlining access to Dynamics 365 Finance data with Business performance planning provides the following benefits:
- Boost efficiency: You save time by cutting down on manual data entry, letting you dive straight into the analysis that matters.
- Improved accuracy: With direct integration, your planning uses the latest financial data, so you can trust your numbers.
- Smooth experience: A unified platform means a consistent, user-friendly experience, making your tools easier to use.
- Real-time insights: You get up-to-date financial info, helping you make quick, informed decisions.
- Cut costs: Fewer systems mean lower maintenance and training costs, putting money back in your pocket.
- Strategic edge: Using integrated data for planning gives you an advantage, helping you spot trends and opportunities first.
This feature turns financial planning into a more efficient, accurate, and strategic process, driving better business outcomes for you.
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. This feature allows you to leverage analytical tables built by Business performance analytics, enabling 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.
- Allow users to access the Business performance analytical tables.
- Pick and choose the tables you need to start planning.
- Perform transformation (such as Group By, Filter) on those tables before importing into Dataverse.