Get started with Dynamics 365 Finance Business performance planning

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

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