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…

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