Embed Size (px)
Citation preview
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/
© 2017 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, Office 365, Windows, and other product names are or may be registered trademarks and/or trademarks in
the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because
Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any
information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
