How to Add Planning and Budgeting for Dynamics 365 in Power BI

Dynamics 365 Budgeting & Planning

Power BI presents exceptional analysis and visualization capabilities. In this article, we’ll guide you through the process of seamlessly incorporating extensive planning and budgeting functionalities into all Dynamics 365 editions.

How to add planning capabilities to Dynamics:

Step 1: You can add your tables from Dynamics to Power BI by either adding the Power BI reports present in Dynamics, or using a Power BI connector. You can use Power BI Dynamics Connector or synchronized tables in MS / Azure SQL  Server:

Step 2: Acterys Power Sync is a Windows application which will allow you to create a planning model with any table from Dynamics 365. After adding your table, simply install Acterys Power BI sync:

Step 3: Start the application. Now you will see the following screen:

Step 4: You will find the configuration area on the top of the screen. Once you click on it, it will configure your Power BI model (Power BI Desktop or Power BI Dataset / Dataflow):

Step 5: When the configuration is complete,  you can choose model tables that you want to use either in Power BI Desktop or as a Published Power BI Dataset /Dataflows. You can also  set the automatic refresh interval here to update changes in Dynamics to SQL Server / Acterys:

Step 6: Now you can add the new Acterys tables to your existing or a new Power BI report.

Step 7: You can move to ahead and avail the  planning features available in the Acterys Power BI visuals: Business Apps – Microsoft AppSource