Dynamics 365 for Finance and Operations - Power BI
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The document discusses analytics capabilities in Microsoft Dynamics 365 for Finance & Operations and Power BI. It provides an introduction to ready-made analytics in Dynamics 365 F&O and how to leverage the Power BI integration. It outlines how the Entity store and BYOD (bring your own database) can be used for advanced analytics and scenarios. It also discusses upcoming improvements in the fall release and beyond, including real-time updates to the Entity store and using Power BI dataflows to expose the Entity store data.
Dynamics 365 for Finance and Operations - Power BI
- 1. Microsoft Dynamics 365 for Finance & Operations and Power BI : introduction to great analytics MVP Juan Rafael
- 2. BIG Thanks to SQLSatLima sponsors
- 4. Session learning objectives Utilize and extend ready-made Analytics in Dyn365F&O Leverage PowerBI integration in Dyn365F&O Understand scenarios and possibilities with Entity store and BYOD Prepare for what’s coming in the Fall and beyond Future: Understand how Dyn365F&O will leverage Azure Data Lake At the end of this session, you will be better able to…
- 6. Analytics & Reporting in Dynamics 365 F&O
- 7. Customer journey from Reports to Intelligence …
- 8. Financial reporting and CFO overview CFO and Manager overview Exploring exceptions with Financial statements Financial overview at a glance Details from Ledger as well as source documents/ sub ledgers Updated real-time, within minutes of transactions Easily personalize to your needs – share with peers or within the Organization Financial analysis starting from familiar statements Real-time reports, produced using Entity store and embedded Power BI 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
- 9. Stay on top of your work with workspaces Inquiries and alerts Data exploration & strategic decisions Manage your daily tasks and track things requiring attention Quickly navigate to actions, drill through to details 80+ ready-made workspaces that cover most Business processes Easily personalize to your needs – share with peers or within the Organization Create inquiries, Tiles, Alerts and links to commonly used actions Provide real-time insights into 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
- 11. Utilize & Extend ready-made Analytics … Leverage ready-made Analytics first • Power user(s) or Business Analysts to extend reports with Web edit • Modifying gestures, adding new data requires developer help More reports from Microsoft and your partner(s) coming soon • Cost Management in 8.0, Expense Analytics in 8.1 • Let us know what areas to prioritize in the ideas site. • Ask your ISV/partner about Analytics Ready made reports can be extended, new Reports can be built (next…)
- 12. Web edit for Analytical workspaces Available in Platform update 20 • Previews in App fall-18 update (ver. 8.1) • Can be enabled with 8.0, 7.3, 7.2 Who can edit? • Access to Analytical workspaces controlled via Dyn365F&O security • “Web edit” is controlled using a security role – choose who can edit reports in your organization • Changes made apply to all users Upgrading to new versions • Your edits are saved Application version How to enable App 8.1 (Oct-18) Preview App 8.0 (Apr-18) KB4463018, KB4458180 App 7.3 KB4458178, KB4463017 App 7.2 KB4458179, KB4463015
- 14. Use Entity store and/or Data warehouse with BYOD? Analytical workspaces built-on Entity store Data warehouse with Bring your own DB (BYOD) Reporting on Data from Dyn365FO Mash-up Dyn365FO data with other data sources Use as stand-alone reports/ dashboards – can also be “pinned” into Dyn365 F&O Deeply embedded into Dyn365FO including security, contextual actions and drill thru to forms Operational Analytics with embedded Power BI Data warehouse with PowerBI.com or other BI tools
- 15. Entity store An extensible data store for advanced analytics on operational data - included with Dynamics 365 for Finance & Operations Auto provisioned with Dyn365FO – no need for separate VMs/DBs Contains Aggregate measurements: star schemas modeled using Dyn365FO metadata with detailed data Accessible only via Power BI (embedded in Dyn365FO or PowerBI.com) Data for Analytical workspaces - Reports embedded into Dyn365FO workspaces including Security, contextual drill downs Entity store refresh schedule managed by IT Admin Preview on invitation with PU18 – System managed Real-time data sync
- 16. Export data to your own Data warehouse (BYOD) Build your own data warehouse or extract data to integrate with your existing Data warehouse Bring your own SQL Azure DB – export data into your Data warehouse Near real-time data sync from Dyn365FO Extract data using over 1700+ Entities Enables integration with ISV tools or a BI tool of your choice Integrate with external data for mash-ups
- 18. Building new reports with Entity store… Entity store is the recommended approach to build high volume Analytics in Dyn365F&O Aggregate measurements contain de-normalized, detailed transactional data Analytics built with Entity store can use the embedded PowerBI as well as integrated security and drill thrus Use and extend ready-made Aggregate measurements or create your own Use BYOD to extract data to your own Data warehouse Both approaches are complementary
- 19. Real-time Entity store… Previews in Platform update 20 • Private Previews ongoing • Looking for early adopters, we are inviting high volume customers first • Eventually all customers will get this Entity store refresh managed by Microsoft • Admin does not have to manage refresh • Admin does get a knob – to influence • Models updated full or incrementally, depends on how it was built How can you get ready • Enable BP warnings when building or extending aggregate measurements
- 21. PowerBI.com integration improvements… Simplified PowerBI.com integration experience for Admins Pin PowerBI tiles, Reports New in PU20 - Pin PowerBI dashboards
- 23. Use Entity store and/or Data warehouse with BYOD? Analytical workspaces built-on Entity store Data warehouse with Bring your own DB (BYOD) Reporting on Data from Dyn365FO Mash-up Dyn365FO data with other data sources Use as stand-alone reports/ dashboards – can also be “pinned” into Dyn365 F&O Deeply embedded into Dyn365FO including security, contextual actions and drill thru to forms Operational Analytics with embedded Power BI Data warehouse with PowerBI.com or other BI tools
- 24. Feedback from the field… Usage of Operational analytics with Entity store is growing 1. Significant report renders/week (incoming large customers) 2. Increased reporting content with each release 3. Fall-18: Real-time update of Entity store 4. Fall-18: Web edit – modify reports without involving developers Customers also use BYOD to extract data for reporting 5. Some of the largest tables exported daily 6. Admin overhead to schedule and monitor ETL pipelines that transport data into DBs 7. Mostly reporting – often combine with legacy data and (re)build same reports 8. Large exports impact system performance - Escalations from some large customers July-2017 (7.2) Dec-2017 (7.3) Apr-2018 (8.0) Actual vs budget Cash overview Compensation and benefits Credit and collections management Employee competencies and development Financial performance Fixed asset management Organizational training Production performance Purchase spend analysis Recruiting Sales and profitability performance Vendor payments Workforce metrics Practice manager CFO Overview Warehouse performance Cost accounting analysis
- 25. Applications Self service customizations Dynamics 365 for Finance & Operations Data Extending Entity store with PowerBI dataflows Applications Data App Workspace Azure Data Lake Gen2 with Common Data Model Cloud analytics and AI HDInsight, Machine Learning and ,more
- 26. Dyn365 F&O data in Power BI dataflows and ADLS Gen2 Mash-up of Entity store data will be enabled with ADLS Gen2 Private Previews in fall – more announcements to timelines to follow Leverage Entity store, reduce major BYOD investments if you can
- 27. Session takeaways Use ready-made Analytics as a starting point – extend as you go Roadmap of investments from Microsoft, ISVs and partners Key limitations with Entity store are going away with Fall release and beyond Web edit enables Power users to make report changes Real-time update enables Operational reporting Limit BYOD investments if you can use Entity store Plan to “expose” Entity store via Power BI Dataflows in the future – enables Data mash-up scenario without using BYOD