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Checklist for reporting and analytics

Done? Task
✓ Review your project plan and identify how reporting and analytics support your business objectives and timelines.
✓ Assess your data estate and understand the different data sources, types, and schemas that you have or need.
✓ Choose the right tools and platforms for your analytics needs. Consider the data volumes, formats, and locations that you work with.
✓ Define the types of reports and intelligence that you need at different levels of your organization, such as strategic, operational, user, or administrative.
✓ Take advantage of the built-in reporting and intelligence features in Dynamics 365 to get started quickly.
✓ Align your insights and analytics roadmap with the business capabilities that you deliver.
✓ Follow Common Data Model to standardize your data schema and allow better integration across systems.
✓ Secure your data when you export it from Dynamics 365 to external data stores. Grant data access only to people who need it.
✓ Coordinate your reporting and analytics with your master data management strategy.
✓ Use customer data platform offerings such as Customer Insights to unify customer data from various sources.
✓ Use modern data and BI platforms such as Azure Synapse Analytics and Power BI to build enterprise data solutions.
✓ Focus on delivering reports that add value to your organization by aligning them with business processes.

Next steps

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