Dynamics 365 Finance: Business performance - Try the new financial planning and analysis planning experience in Power BI

🚨 The Signal: A new Power BI app for Dynamics 365 Finance allows direct financial planning and analysis within Power BI, writing data back to Dataverse. This introduces a new data flow and interaction point for sensitive financial information.

The Impact

Financial teams are affected by new data flows, increasing risk of data exposure if not properly secured.

• Financial analysts: New data interaction points could expose sensitive financial data.
• Security teams: Must validate Power BI and Dataverse security for financial data.
• Compliance officers: Need to ensure new data flows meet regulatory requirements.

The Action

1. Review Power BI tenant settings for data export and sharing controls.
2. Verify Dataverse security roles and permissions for the Business performance planning cubes.
3. Implement data loss prevention (DLP) policies for Power BI and Dataverse to protect financial data.
4. Conduct a data flow analysis for the new Power BI app to identify potential exposure points.
5. Educate financial planning users on secure handling of sensitive data within Power BI.

Domain: Purview · Impact: medium · Workload: Microsoft Purview