Planning, Forecasting & Budgeting (xP&A) for Dynamics 365 in Minutes

Опубликовано: 19 Май 2026
на канале: Acterys
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Discover how Acterys enables unparalleled extended planning and analytics (XP&A) capabilities within your Dynamics environment. This demonstration showcases the seamless integration with Power BI, offering users a comprehensive front-end for planning, forecasting, and reporting. Whether you're managing processes directly in Power BI, using the Acterys web modeler for model administration, or leveraging our Excel add-in, Acterys adapts to your preferred workflow to enhance your Dynamics data analytics and planning features.

Key Topics Covered:

-Integrate Dynamics data with Acterys Power BI Sync, simplifying model building.
-Utilize Power BI for data transformation, leveraging Power Query for business user-friendly adjustments.
-Experience strategic planning with advanced Power BI visuals, allowing for drag-and-drop adjustments.
-Engage in detailed planning with Acterys’s custom measures for a wide range of planning requirements.
-Manage your entire planning model, including scenario planning and data management, within Acterys.

⏳ In this video:

0:00 Introduction to Acterys's capabilities with Dynamics and Power BI.
1:10 Overview of Power BI integration and Acterys web modeler.
2:20 Demonstration of strategic planning using Power BI visuals.
3:30 Detailed planning with Acterys's custom measures.
4:45 Management of planning models and scenario planning in Acterys.
11:00 Conclusion and how to start with Acterys.

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Twitter:   / acterysfpa  
Appsource: https://appsource.microsoft.com/en-us...

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