Real World Power BI for Dynamics 365 and AX November 28-29, 2018

Speakers Noah Kluge Senior Manager, Solutions Engineer BBA in Finance, MBA in MIS 15+ years of BI and Data Warehouse experience 10 years of Microsoft Dynamics experience

1,000+ Employee / $220M+ Audit & Tax ; Consulting Services Consulting for Dynamics 365 F&O, CRM, BI and Budget/Forecasting Naperville office

Learning Objectives Review the difference between embedded Power BI (aka analytical workspaces) and Enterprise-wide Power BI for D365 Review the approach to implement both Power BI license implications Demo of Embedded Power BI Demo of Power BI

Embedded Power BI & Data warehousing AGGREGATE ENTITIES: Embedded visuals.  Needed for customer service or other operational scenarios while working in D365. Near real time analysis Analytical workspace Drill into D365 Screens DATA ENTITIES: Common data warehousing strategy to bring data together. Data from many systems Apply complex business rules Use data in various tools (e.g. pivot table, Excel add-in, Power BI) Broad application across many use cases Users outside of D365 Data warehouse Data Entities Embedded Analytics Aggregate Entities

High volume, near-real time Power BI architecture Dataset Power BI dashboards & reports Direct query Transactional DB Entity store

Embedded Power BI (7.2 or newer) Actual vs Budget Benefits Fixed asset Cash Learning CFO practice manager Compensation Production Cost Accounting purchase spend analysis Cost Management (8.0) Recruiting Credit and collections sales & profitability Employee vendor payments Financial insights Warehouse financial performance workforce metrics

Cost Management (Spring Release)

Customer Credit & Collections

Analytics in the cloud and on-premise Feature Cloud On-premises Financial Reporting Yes Yes(1) Regulatory reporting (GER) Yes(2) Business documents with SSRS including printing Author reports in Power BI Desktop Yes(3) Analytical workspaces and embedded reports No Integration with PowerBI.com Build or integrate with your own data warehouse (BYOD) Intelligence business process – Recommendations, demand forecasting In general, two GER capabilities (ER integration with LCS, ER integration with SharePoint ) missed in on-prem, but they do not limit the availability of the functionality that is based on GER, and just limit the options for maintaining/using this functionality. So, it looks reasonable but can be done in a bit different way Reports authored in PowerBI desktop can be published into PowerBI report server (a component of SSRS)

Entity Store Administration (full refresh)

Aggregate Entity Components Aggregate Data Entity is comprised of aggregate measure(s) and dimension(s) Accessible in Embedded Power BI, X++ or C# Aggregate Measure: summable value Dimension: Describes a measure

Security Analytical reports are secured with using menu items and restrictions on dataset at design time. Access to underlying data is not secured by the application (D365) “Row-level security that is defined in Finance and Operations isn't inherited by Power BI reports” Can pass company filter

Dev Environment setup

Power BI Pricing Embedded Power BI – included in D365 Power BI desktop – Free to all Power BI pro -- $10/user/month. MAY be included in with Office 365 licensing (E5) Needed for Power BI app authoring and reading Power BI Premium -- $5000+/month (still need pro licensing for authors)

Demo: Embedded Power BI Noah Kluge

Dynamic Insights Solution Architecture DATA WAREHOUSE USER COMMUNITY BI APPLICATIONS SOURCE Admin Legacy ERP HR Operational Management Reports Azure SQL DB Self-Service Visualization IT Tables modeled as data entities Dynamics 365 Mobile BI Applications Finance Marketing Sales CRM

Impact of no legacy system data: Trended

Experience with Data Entities Export jobs will sometimes “hang” Check for a hung job Our solution to kicking off data warehouse job Use change tracking and incremental export where possible

Demo: Enterprise Power BI Noah Kluge

Looking Ahead

Push Aggregate Entities to Azure SQL DB

Looking Ahead: Extending Entity store with PowerBI data pools Applications Self service customizations Cloud analytics and AI App Workspace Get even more insights using Azure Data and AI services Applications Data F&O Insight Application Customer provides their Azure Data Lake Storage account F&O performs ETL from their datastore for the customer, writing prepped, schematized CDM data that is ready to use in Power Bi! Customer provide Power BI account F&O deploys models, reports and dashboards to the customer’s Power BI tenant Now: Business Analysts can perform additional customizations, build new data pools leveraging the Power BI assets Data professionals can leverage the power of Azure to generate additional insights or integrate data into other applications Data Scientists can leverage rich AI tools, to build models faster with schematized data HDInsight, Machine Learning and ,more Azure Data Lake Gen2 with Common Data Model Dynamics 365 for Finance & Operations Data

Looking Ahead

Real-time Entity store… Tech Ready 15 12/25/2018 Real-time Entity store… Previews in Platform update 20 Private Previews ongoing Looking for early adopters, we are inviting high volume customers first Eventually all customers will get this Entity store refresh managed by Microsoft Admin does not have to manage refresh Admin does get a knob – to influence Models updated full or incrementally, depends on how it was built How can you get ready Enable BP warnings when building or extending aggregate measurements © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Summary Aggregate Entities are Microsoft’s recommendation for Power BI- based applications. Will be accessible outside of D365 “soon” and accessible with non- D365 F&O data. Data entities are proven for integration scenarios and data warehousing Data entities may require maintenance as tables change

Questions? Thank you! Taylor Gordon Noah Kluge Manager Armanino LLP Taylor.Gordon@armaninollp.com Work: 503 535 1263 Mobile: 541 515 0549 Noah Kluge Senior Manager Armanino LLP Noah.kluge@armaninollp.com Work: 925 498 1987 Mobile: 316 209 8066