Dynamics 365 DIY: BI and AI Planning | TIPS on how to complete your OWN D365 implementations


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Planning is essential going into any analytics project. If the architecture isn’t designed properly, you run the risk of not getting meaningful data out of your system. We have provided some tasks that will help mitigate this risk and help with a successful analytics project.

Gather an inventory of all the data sources that will be used for analytics. One mistake often made during analytics projects is to ignore the ‘shadow IT’ systems and data sources. These can range from Excel spreadsheets and Access databases to accountancy systems running on a local PC or unconnected cloud-based CRM services.

The inventory of data sources created here will be useful not only as you plan the deployment; it will be useful when the project goes into production. Having an enterprise-wide list of all the data sources used for reporting and analysis and making that list available to everyone, will help people discover, gain access to, and understand data sources they may not have known existed.

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