Dynamics 365 Finance: Business performance - Accelerate planning with quick-start templates

<p>Quick-start planning templates provide a guided, business-first experience for setting up planning in Business performance planning. Instead of selecting technical objects like fact tables, users simply choose a planning area—starting with OPEX, with Revenue, Workforce, and CAPEX to follow.</p> <p>When a planning area is selected, Business performance planning automatically generates the required data model, including cubes and dimensions, using recommended fact tables from Business performance analytics.</p> <p>A prebuilt Power BI app is then available to install and connect directly to the organization’s Business performance analytics environment. The app includes ready-to-use planning reports, allowing users to enter data, view results, and analyze scenarios with their own data immediately.</p> <p>This capability reduces proof-of-concept setup from weeks to minutes and provides a repeatable path for customers and partners to accelerate adoption across multiple planning domains.</p> <p>Business Value:</p> <p>Instead of configuring cubes, dimensions, and reports manually, finance teams can immediately experience planning by selecting a business planning area (starting with OPEX). The system automatically generates the required model and connects to a prebuilt Power BI app, allowing planning to begin in minutes. This reduces proof-of-concept setup from weeks to clicks, accelerating time to value and simplifying adoption.</p> <p>Enabled for:</p> <p>Enabled for end users automatically</p>