HANDS ON SharePoint
HANDS ON Teams
HANDS ON Lists
HANDS ON tek
M365 Admin
Dynamics 365 Finance: Explore forecast-to-plan planning scenarios in Power BI
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.
The forecast-to-plan demo app is a Power BI app demo experience built on Business performance planning custom visuals and powered by Business performance planning demo assets deployed in Dataverse.
The demo walks users through a guided planning narrative, including:
- Strategic initiative planning and scenario modeling.
- Workforce planning and compensation adjustments.
- OPEX and CAPEX planning with financial impact analysis.
- Revenue and income forecasting with what-if analysis.
All planning interactions occur directly in Power BI, with changes written back to the underlying demo data in Dataverse. The experience is designed to illustrate planning concepts, workflows, and integration across planning domains rather than configuration or setup.
Users may explore and modify planning values and assumptions. However, structural changes to the underlying data model may affect report behavior, and resetting the demo assets will remove all changes.
This demo app is intended for demonstration and evaluation purposes only. It is not designed as a reusable template for customer data and is not intended for production use.
