| ✓ |
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. |