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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:

Dynamics Tables
Dynamics Tables 

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:

Acterys Power BI Sync Architecture

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

Acterys Power BI Sync and Update
Acterys Power BI Sync and Update
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):
Power BI Sync Configuration
Power BI Sync Configuration

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:

Acterys Power BI Sync-Scheduled-Tasks
Acterys Power BI Sync – Scheduled Tasks

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

Power BI Sync Planning for any Power BI model
Power BI Sync Planning for any Power BI model
Acterys Table Edit visual new features
Acterys Table Edit
Acterys Gantt Power BI Visual
Acterys Gantt Power BI Visual
If you want to perform planning and budgeting with the financial data in Microsoft Dynamics 365, you should give Acterys a try and experience how simple and fast the entire process is. Get your free trial today.


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