20

Provide the ability to drill-back to the transaction in Dynamics 365 Finance and Operations. As an example, I would like to be able to open the journal or voucher in Dynamics 365 FNO while I am analyzing a transaction in BPA. This feature needs to be available in both Power BI or Excel. Ideally, this would also be added to future data models for other workstreams.

STATUS DETAILS
New

Comments

C

BPA already provides transaction level detail within the analytical model, allowing users to drill down to the underlying journal or voucher level transactions directly in Power BI or Excel to understand what is driving a balance.The request we commonly hear is the ability to move from that analytical insight back into the operational workflow. For example, while reviewing a transaction in BPA, opening the originating journal or voucher directly in Dynamics 365 Finance and Operations for investigation or action.Because BPA is designed as a decoupled analytical store, it does not navigate users back to Finance and Operations application screens today. However, BPA retains transactional identifiers such as voucher and journal references within the model, which creates a path to enable drill back experiences where report context can be passed back into Dynamics 365 Finance and Operations.Enabling a seamless experience to analyze a transaction in BPA and then open the related record in Finance and Operations is an area of active customer interest that we are evaluating for future extensibility across BPA data models and workstreams.

Category: Business performance analytics