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Dynamics 365 Finance: Business performance - Try the new financial planning and analysis planning experience in Power BI

Summary

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 cons…

Status
Launched
General availability target
Aug 2026
Preview target
Not published
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability
Platforms
Web
Added to the roadmap
16 Oct 2026
Last changed
16 Oct 2026 · today
All Dynamics 365 roadmap items

What changed

First observed 16 Oct 2026

No field changes in the recorded history.

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ChangeIntel

An IT change radar: releases, security, known issues, retirements, documentation changes, and service status from public sources. Every item links to supporting evidence; dates and statuses can change after they are read.

Sources read 16 Oct 21:17 UTC · 254 of 255 readable · 253 fully read · documentation 0/410 current