The document discusses analytics capabilities in Microsoft Dynamics 365 for Finance & Operations and Power BI. It provides an introduction to ready-made analytics in Dynamics 365 F&O and how to leverage the Power BI integration. It outlines how the Entity store and BYOD (bring your own database) can be used for advanced analytics and scenarios. It also discusses upcoming improvements in the fall release and beyond, including real-time updates to the Entity store and using Power BI dataflows to expose the Entity store data.

1. Microsoft Dynamics 365 for Finance &
Operations and Power BI :
introduction to great analytics
MVP Juan Rafael

2. BIG Thanks to SQLSatLima sponsors

3. Special thanks

4. Session learning objectives
Utilize and extend ready-made Analytics in Dyn365F&O
Leverage PowerBI integration in Dyn365F&O
Understand scenarios and possibilities with Entity store and BYOD
Prepare for what’s coming in the Fall and beyond
Future: Understand how Dyn365F&O will leverage Azure Data Lake
At the end of this session, you will be better able to…

6. Analytics & Reporting in Dynamics 365 F&O

7. Customer journey from Reports to Intelligence
…

8. Financial reporting and CFO overview
CFO 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

9. Stay on top of your work with workspaces
Inquiries 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

11. Utilize & Extend ready-made Analytics …
Leverage ready-made 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…)

12. Web edit for Analytical workspaces
Available 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 enable
App 8.1 (Oct-18) Preview
App 8.0 (Apr-18) KB4463018, KB4458180
App 7.3 KB4458178, KB4463017
App 7.2 KB4458179, KB4463015

14. 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

15. 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

16. 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

18. 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

19. 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

21. PowerBI.com integration improvements…
Simplified PowerBI.com integration experience for Admins
Pin PowerBI tiles, Reports
New in PU20 - Pin PowerBI dashboards

23. 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

24. 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 store
4. 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 daily
6. Admin overhead to schedule and monitor ETL
pipelines that transport data into DBs
7. Mostly reporting – often combine with legacy data
and (re)build same reports
8. Large exports impact system performance -
Escalations from some large customers
July-2017 (7.2) Dec-2017 (7.3) Apr-2018 (8.0)
Actual vs budget
Cash overview
Compensation and benefits
Credit and collections management
Employee competencies and development
Financial performance
Fixed asset management
Organizational training
Production performance
Purchase spend analysis
Recruiting
Sales and profitability performance
Vendor payments
Workforce metrics
Practice manager
CFO Overview
Warehouse performance
Cost accounting analysis

25. 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

26. 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

27. 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

28. Evaluation
Event Eval:
http://www.sqlsaturday.com/812/Eventeval.aspx
Session Eval:
http://www.sqlsaturday.com/812/sessions/sessionevaluation.aspx