Power Bi In Dynamics 365 For Finance And Operations

About the SpeakerScott FrappierPre-sales Architect

Scott Frappier is a Pre-sales Architect at Stoneridge Software with experience in Dynamics AX/NAV and Dynamics 365. He has over 18 years of experience with Dynamics, serving as a developer, project manager and vice president at SymbiantTechnologies, Inc. He also founded his own Dynamics NAV/BC company, Helios. Scott is well known for his technical depth and ability and has worked on many high-profile implementations across the country.

Email: scottf@stoneridgesoftware.com

More about Scott:https://stoneridgesoftware.com/team/scott-frappier/

Session Learning Objectives

• Use and extend the out of the box analytics in D365 FinOps

• Customize PowerBI integration in D365FinOps

• Understand scenarios and possibilities with Entity store and BYOD

• Prepare for what’s coming in the Fall and beyond

• Future: Understand how D365FinOps will leverage Azure Data Lake

At the end of this session, you will be better able to…

Analytics & Reporting in Dynamics 365 FinOps

Customer Journey From Reports to Intelligence

Financial Reporting and CFO OverviewCFO 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

Staying on Top of Work with WorkspacesInquiries 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

Use & Extend out of the box AnalyticsLeverage out of the box 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…)

Web Edit for Analytical WorkspacesAvailable 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 enableApp 10.1 (Apr-19) PreviewApp 10.0 (Apr-19) PreviewApp 8.1 (Oct-18) PreviewApp 8.0 (Apr-18) KB4463018, KB4458180

App 7.3 KB4458178, KB4463017

App 7.2 KB4458179, KB4463015

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

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

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

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

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

PowerBI.com Integration Improvements• Simplified PowerBI.com integration experience for Admins• Pin PowerBI tiles, Reports • New in PU20 - Pin PowerBI dashboards

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

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 store4. 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 daily6. Admin overhead to schedule and monitor ETL

pipelines that transport data into DBs7. Mostly reporting – often combine with legacy data

and (re)build same reports8. Large exports impact system performance -

Escalations from some large customers 2

July-2017 (7.2) Dec-2017 (7.3) Apr-2018 (8.0)Actual vs budgetCash overviewCompensation and benefitsCredit and collections managementEmployee competencies and developmentFinancial performanceFixed asset managementOrganizational trainingProduction performancePurchase spend analysisRecruitingSales and profitability performanceVendor paymentsWorkforce metrics

Practice managerCFO Overview

Warehouse performanceCost accounting analysis

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

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

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