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| 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.