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FastTrack for Dynamics 365

How to Extend or Build New Analytical

Workspaces

TJ Vassar

Senior Program Manager

Accelerate Customer Success

Includes new services for FY18Q1

• Customer journey from data to action

• What are workspaces?

• Power BI Service Integration in Dynamics 365 for Finance & Operations

Role tailored Purpose built Insightful Action driven Customizable

Power BI Integration

Operational view Analytical view

Manage your daily tasks and track things requiring attention

Effectively prioritize tasks

Provide big picture with drill throughs to the details

Drive user engagement & action

Navigate to commonly used tools

Easily personalize

Provide insights into the business processes

User friendly views with data summarized in charts, KPIs, and specialized visuals

Identify trends, relationships, and anomalies expressed thru data visualizations

Monitor and navigate at a high-level, then take action on the details

Save hundreds of hours of analyzing massive amounts of data

Compensation Benefits reports Workforce metrics Practice Manager Recruiting Reports Sales and profitability

performance

Warehouse Production Credit and collections

management

Asset management Procurement and

spending performance

Cash flow

CFO Vendor payments Ledger Budget Bank Employee development Learning

DEMO – Analytical Workspaces

How does my data flow?

High volume, near-real time Power BI architecture

Entity storeTransactional DBMinutes

Power BI dashboards & reports

Dataset

Direct query

Feature Cloud On-premises

Financial Reporting Yes Yes(1)

Regulatory reporting (GER) Yes Yes(2)

Business documents with SSRS including printing Yes Yes

Author reports in Power BI Desktop Yes Yes(3)

Analytical workspaces and embedded reports Yes No

Integration with PowerBI.com Yes No

Build or integrate with your own data warehouse (BYOD) Yes Yes

Intelligence business process – Recommendations, demand forecasting Yes No

Analytical workspaces licensed for all Dynamics 365 Finance & Operations

users

Customer must get Power BI licenses for viewing reports in

PowerBI.com and/or using additional functionality such as;

- Access D365 data (entity store)

- Power BI mobile app

What’s next?

roadmap.dynamics.com

Ideas.dynamics.com/operations

Top 4 questions…?

Stay informed…

https://roadmap.dynamics.com/

https://ideas.dynamics.com

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/add-analytics-tab-workspaces

https://powerbi.microsoft.com/en-us/blog/microsoft-accelerates-modern-bi-adoption-with-power-bi-premium/

https://digital.microsoftready.com/

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information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.