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
- Products
- Dynamics 365 Finance
- Clouds
- Worldwide (Standard Multi-Tenant)
- Release phases
- General Availability
- Platforms
- Web
- Added to the roadmap
- 16 Oct 2026
- Last changed
- 16 Oct 2026 · today
More Dynamics 365 changes
All Dynamics 365 roadmap itemsWhat changed
First observed 16 Oct 2026No field changes in the recorded history.
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