Get started with Dynamics 365 Finance Business performance planning

  • Module
  • 11 Units
Intermediate
Functional Consultant
Business User
Dynamics 365
Finance

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Dynamics 365 Finance Business performance planning offers a specialized toolkit of seven custom Power BI visuals that are tailored to your financial planning needs. These custom visuals provide a comprehensive range of tools that add planning and financial reporting functions to Power BI.

Learning objectives

This module explains the following concepts:

  • Key concepts and terminology in Business performance planning
  • How to install Business performance planning
  • How to install Business performance planning visuals
  • How to set up and maintain Business performance planning dimensions and cubes
  • Business performance planning custom visuals

Prerequisites

  • Knowledge of financial processes
  • Power BI knowledge
  • Knowledge of how to use Dynamics 365 Finance