Format: 1 hour Skype call

Attendees: Key Stakeholders from Customer, Partner teams. Solution Architects, Functional and Technical Leads are mandatory.

• Introduction to analytical workspaces

• Demonstration of key analytical and personalization capabilities

• Conclusion with recap, looking forward and links to resources

AGENDA

Introducing Analytical Workspaces

What are analytical workspaces?

Role tailored Purpose built Insightful Action driven Customizable

Is there a workspace for me?

What’s new on workspaces?Operational view Analytical view

Understand the current state of business, things that need attention

Prioritize the next task

Provide big picture with drill throughs to the details

Drive actions

Navigate to commonly visited forms

Easily personalize

Provide insights into the business processes

Easy to read and understand with data summarized in charts, KPIs and other complex visuals

Helps understand relationships between different data points

Provide big picture with drill throughs to the details

Saves hundred of hours of analysis

What are embedded analytics?

This is new!

I have seen this before!

Is there an embedded analytical report for me?

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

Let’s recap in a sentence?

Analytical workspaces are role tailored, purpose built, easily customizable, rich analytical views of business process areas, helping you understand the big picture, as well as providing you easy drill throughs to transactional details for insightful actions, enabling you to improve and expand your business.

What can I expect next?

• Power BI solution templates for BYOD scenarios

• Incremental data updates to AXDW

• Embedded visualizations within forms and listpages

• Personalization scenarios for embedded analytics (users/administrators).• Moving visualizations around

• Unpinning visualizations

• Customizing visualizations

Resources

Documentation:

Intelligence

Session:

FastTrack Dynamics 365 for Operations Tech Talk – How To Extend or Build New Analytical Workspaces (DYN321PAL2)

Speaker: TJ Vassar

Date/Time:

First session: Tuesday 18th July at 3PM CST.

Repeat session: Thursday, 20th July at 9 AM CST

https://roadmap.dynamics.com/