D365 F&O Business performance analytics Tool

Hello Everyone,

Business performance analytics involves analyzing various data points and metrics to evaluate and measure the performance of a business. It helps organizations understand how well they are performing and identify areas for improvement. Currently the feature is in public preview. The details information is available in Microsoft Learn Link.

Here are the key points about business performance analytics:

1. Overview: Business performance analytics is the process of using data and analytics tools to measure, analyze, and optimize the performance of a business.
2. Purpose: The main objective of business performance analytics is to provide insights into the effectiveness of strategies, operations, and processes, enabling businesses to make data-driven decisions for improvement and growth.
3. Configuration: Configuring business performance analytics involves setting up the Power platform, Azure AD tenant, Power apps users & D365 F&O to collect and analyze the relevant data.
4. Installation: The business performance analytics will be installed as a D365 app using Power Platform admin center.
5. Data Model: Creating a data model is crucial for business performance analytics. It involves defining the structure and organization of the data to be analyzed, aligning it with business goals and objectives. A business matrix is a roadmap for business data. Business data can be defined by value chains such as record to report or order to cash. The business matrix organizes, connects, and simplifies data. In this way, it helps users efficiently navigate and understand their data.
6. Security: The setup of security in the business performance analytics app is a critical step in ensuring the security of your organization's data. This article provides an overview of the setup process for role-based, dimension, and report security and explains how to add users to the app. This includes user authentication, access control mechanisms, data encryption, and compliance with relevant regulations.
7. Access: Business performance analytics app can be accessed several ways:
   • Power platform admin center
   • Power Platform maker portal
   • D365 Finance and operations
8. Reports: Business performance analytics generates reports that visualize key performance indicators (KPIs) and metrics. These reports help business leaders and stakeholders make informed decisions based on data-driven insights. The following table describes the reports that are related to the record-to-report value chain in business performance analytics.
9. Create and edit Reports : Business performance analytics lets you create or customize reports that include the data fields that you're interested in. You can also change any visuals on the reports.
10. Benefits: Business performance analytics enables businesses to identify strengths and weaknesses, make data-driven decisions, optimize processes, improve performance, increase efficiency, and gain a competitive advantage.

Overall, business performance analytics is a powerful tool for businesses to assess their performance, identify areas for improvement and make informed decisions based on data-driven insights.

Thank you :)

Happy Learning !