Dynamics 365 Finance: Business performance – Accelerate planning with quick-start templates
Quick-start planning templates provide a guided, business-first experience for setting up planning in Business performance planning. Instead of selecting technical objects like fact tables, users simply choose a planning area—starting with OPEX, with Revenue, Workforce, and CAPEX to follow. When a planning area is selected, Business performance planning automatically generates the required data model, including cubes and dimensions, using recommended fact tables from Business performance analytics. A prebuilt Power BI app is then available to install and connect directly to the organization’s Business performance analytics environment. The app includes ready-to-use planning reports, allowing users to enter data, view results, and analyze scenarios with their own data immediately. This capability reduces proof-of-concept setup from weeks to minutes and provides a repeatable path for customers and partners to accelerate adoption across multiple planning domains. Business Value: Instead of configuring cubes, dimensions, and reports manually, finance teams can immediately experience planning by selecting a business planning area (starting with OPEX). The system automatically generates the required model and connects to a prebuilt Power BI app, allowing planning to begin in minutes. This reduces proof-of-concept setup from weeks to clicks, accelerating time to value and simplifying adoption. Enabled for: Enabled for end users automatically More info: https://learn.microsoft.com/en-us/dynamics365/finance/business-performance-planning/business-performance-planning-overview Product Release phase General Availability Release date October CY2026 Platform Web Cloud Instance Worldwide (Standard Multi-Tenant) Created 2026-10-16 19:08:32Z Roadmap ID 576747 Roadmap Link https://www.microsoft.com/microsoft-365/roadmap?id=576747
The post Dynamics 365 Finance: Business performance – Accelerate planning with quick-start templates appeared first on M365 Admin.
Published on:
Learn moreWe can help you with Dynamics 365 Finance: Business performance – Accelerate planning with quick-start templates
If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.
Related posts
Dynamics 365 Finance and Operations cross-app: One Dynamics One Platform – Enable parallel processing for Archive long‑term retention job execution
The parallel execution for Archive long‑term retention jobs feature delivers a major scalability upgrade to the archival framework by enabling...
Power Automate: Process mining – Create and visualize custom KPIs in the process intelligence experience
The process intelligence experience allows flexible metric creation with seamless visualization integration. This feature enables you to defin...
Dynamics 365 Project Operations: Optimize Project Operations – Support currency data type in custom columns
As part of our commitment to continuously improve Project Operations, we plan to expand the Enterprise Task Custom Columns capability in an up...
Dynamics 365 Project Operations: Optimize Project Operations – View current and upcoming staffing in a timeline
The new timeline view augments the experience for team members in Project Operations by giving them visibility into current and upcoming staff...
Microsoft Power Platform governance and administration: Security and compliance – Prevent sending sensitive data to Purview audit logs
To help prevent leaking sensitive customer data from Dataverse audit logs, all customer data is removed before these audit events are sent to ...
Dynamics 365 Contact Center: Unified routing – Assign conversation to expert who engaged with the customer previously
Assign to a previously engaged or preferred expert leverages historical interaction context, queue membership alignment, and expert availabili...
PowerApps: Building modern apps – Modernize model-driven apps with the header and navigation refresh feature
The header and navigation refresh feature delivers a modern, intuitive, and efficient model app experience across the app shell, form pages, a...
Dynamics 365 Sales: Opportunity acceleration – Accelerate Sales Opportunity Agent deployment with simplified admin configuration
As an admin, you gain access to: Simple configuration experience: Navigate an intuitive, guided setup interface designed for the Sales Opportu...
Dynamics 365 Field Service: Optimize resource scheduling – Cancel segments of a booking in aggregate views
Cancel booking actions in aggregate views give schedulers precise control over long-running or multiday bookings directly within their current...
Power Automate: Desktop flows – Configure notifications for desktop flow checker in admin portal
The desktop flow checker in the Power Automate portal extends rule‑based static analysis to provide configurable notifications for violations ...