Dynamics 365 Finance: Business performance - Try the new financial planning and analysis planning experience in Power BI Beta
Data as of 2 hours ago (26 October 2026)
Description
The financial planning and analysis planning experience is a downloadable Power BI app and report template that enables users to explore, analyze, and interact with financial planning and analysis plans directly in Power BI. The app is preconfigured to connect to Business performance planning cubes and dimensions deployed in Dataverse and provides a ready‑to‑use planning and analysis experience across core financial planning and analysis use cases, including: Driver-based revenue planning and scenario comparison. OPEX and workforce planning with assumption adjustments. CAPEX planning and financial impact analysis. Cost allocations and approvals visibility. Reporting, variance analysis, and management commentary (BVA). Users interact with the solution entirely from Power BI, using Business performance planning custom visuals to adjust planning values, test scenarios, and analyze outcomes. Planning inputs are written back to the underlying Business performance planning data model in Dataverse, keeping analysis and planning tightly connected. This Power BI app is designed to demonstrate how financial planning and analysis teams plan, analyze, and iterate inside Power BI, using a consistent and repeatable set of reports connected to prebuilt financial planning and analysis planning models. It focuses on illustrating planning workflows, decision-making, and cross‑domain impact, rather than report authoring or data model configuration. Business Value: This feature provides a hands-on, end-to-end demonstration of how Business performance planning enables integrated planning directly in a Power BI app. Customers, partners, and field teams can experience how strategic decisions, workforce plans, operating expenses, capital investments, and revenue forecasts connect into a single planning flow. This helps stakeholders visualize the value of planning in Power BI, supports customer evaluations, and enables consistent, repeatable demos without custom report development. 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: August 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.