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

2. 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

3. 1,000+ Employee / $220M+
Audit & Tax ; Consulting Services
Consulting for Dynamics 365 F&O, CRM, BI and Budget/Forecasting
Naperville office

4. 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

5. 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

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

7. 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

8. Cost Management (Spring Release)

9. Customer Credit & Collections

10. 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)

11. Entity Store Administration (full refresh)

12. 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

13. 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

14. Dev Environment setup

15. 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)

16. Demo: Embedded Power BI
Noah Kluge

17. 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

18. Impact of no legacy system data: Trended

19. 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

20. Demo: Enterprise Power BI
Noah Kluge

21. Looking Ahead

22. Push Aggregate Entities to Azure SQL DB

23. 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

24. Looking Ahead

25. 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
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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.

26. 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

27. Questions? Thank you! Taylor Gordon Noah Kluge Manager Armanino LLP
Work:
Mobile:
Noah Kluge
Senior Manager
Armanino LLP
Work:
Mobile: