Dynamics 365 Finance: Business performance - Accelerate planning with quick-start templates Beta
Data as of 13 minutes ago (26 October 2026)
Description
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
Change history
Added to the roadmap 16 October 2026. Tracked here since 16 October 2026. Earliest target we recorded: October 2026 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 16 October 2026. Changes appear here as Microsoft updates the feed.