Announcing Public Preview for Business Process Solutions
In today’s AI powered enterprises, success hinges on access to reliable, unified business information. Whether you are deploying AI-augmented workflows or fully autonomous agentic solutions, one thing is clear: trusted, consistent data is the fuel that drives intelligent outcomes. Yet in many organizations, data remains fragmented across best of breed applications – creating blind spots in cross-functional processes and throwing roadblocks in the path of automation. Microsoft is dedicated to tackle these challenges, delivering a unified data foundation that accelerates AI adoption, simplifies automation and reduces risk – empowering businesses to unlock the full potential of unified data analytics and agentic intelligence. Our new solution offers cross-functional insights across previously siloed environments and includes: Prebuilt data models for enterprise business applications in Microsoft Fabric Source system data mappings and transformations Prebuilt dashboards and reports in Power BI Prebuilt AI Agents in Copilot Studio (coming soon) Integrated Security and Compliance By unifying Microsoft’s Fabric and AI solutions we can rapidly accelerate transformation and derisk AI rollout through repeatable, reliable, prebuilt solutions. Functional Scope Our new solution currently supports a set of business applications and functional areas, enabling organizations to break down silos and drive actionable insights across their core processes. The platform covers key domains such as: Finance: Delivers a comprehensive view of financial performance, integrating data from general ledger, accounts receivable, and accounts payable systems. This enables finance teams to analyze trends, monitor compliance, and optimize cash flow management all from within Power BI. The associated Copilot agent provides not only access to this data via natural language but will also enable financial postings. Sales: Provides a complete perspective on customers’ opportunity to cash journeys, from initial opportunity through invoicing and payment via Power BI reports and dashboards. The associated Copilot agent can help improve revenue forecasting, by connecting structured ERP and CRM data with unstructured data from Microsoft 365, also tracking sales pipeline health and identify bottlenecks. Procurement: Supports strategic procurement and supplier management, consolidating purchase orders, goods receipts, and vendor invoicing data into a complete spend dashboard. This empowers procurement teams to optimize sourcing strategies, manage supplier risk, and control spend. Manufacturing: (coming soon): Will extend coverage to manufacturing and production processes, enabling organizations to optimize resource allocation and monitor production efficiency. Each item within Business Process Solutions is delivered as a complete, business-ready offering. These models are thoughtfully designed to ensure that organizations can move seamlessly from raw data to actionable execution. Key features include: Facts and Dimensions: Each model is structured to capture both transactional details (facts) and contextual information (dimensions), supporting granular analysis and robust reporting across business processes. Transformations: Built-in transformations automatically prepare data for reporting and analytics, making it compatible with Microsoft Fabric. For example, when a business user needs to compare sales results from Europe, Asia, and North America, the solution transformations handle currency conversion behind the scenes. This ensures that results are consistent across regions, making analysis straightforward and reliable—without the need for manual intervention or complex configuration. Insight to Action: Customers will be able to leverage prebuilt Copilot Agents within Business Process Solutions to turn insight into action. These agents are deeply integrated not only with Microsoft Fabric and Microsoft Teams, but also connected source applications, enabling users to take direct, contextual actions across systems based on real-time insights. By connecting unstructured data sources such as emails, chats, and documents from Microsoft 365 apps, the agents can provide a holistic and contextualized view to support smarter decisions. With embedded triggers and intelligent agents, automated responses could be initiated based on new insights -- streamlining decision-making and enabling proactive, data-driven operations. Ultimately, this will empower teams to not just understand what is happening on a wholistic level, but to also take faster and smarter actions, and with greater confidence. Authorizations: Data models are tailored to respect organizational security and access policies, ensuring that sensitive information is protected and only accessible to authorized users. The same user credential principles apply to the Copilot agents when interacting with/updating the source system in the user-context. Behind the scenes, the solution automatically provisions the required objects and infrastructure to build the data warehouse, removing the usual complexity of bringing data together. It guarantees consistency and reliability, so organizations can focus on extracting value from their data rather than managing technical details. This reliable data foundation serves as one of the key informants of the agentic business processes. Accelerated Insights with Prebuilt Analytics Building on these robust data models, Business Process Solutions offer a suite of prebuilt Power BI reports tailored to common business processes. These reports provide immediate access to key metrics and trends, such as financial performance, sales effectiveness, and procurement efficiency. Designed for rapid deployment, they allow organizations to: Start analyzing data from day one, without lengthy setup or customization. Adapt existing reports for your organization’s exact business needs. Demonstrate best practices for leveraging data models in analytics and decision-making. This approach accelerates time-to-value and also empowers users to explore new analytical scenarios and drive continuous improvement. Extensibility and Customization Every organization is unique and our new solution is designed to support this, allowing you to adapt analytics and data models to fit your specific processes and requirements. You can customize scope items, bring in your own tables and views, integrate new data sources as your business evolves, and combine data across Microsoft Fabric for deeper insights. Similarly, the associated agents will be customizable from Copilot Studio to adapt to your specific Enterprise apps configuration. This flexibility ensures that, no matter how your organization operates, Business Process Solutions helps you unlock the full value of your data. Data integration Business Process Solutions uses the same connectivity options as Microsoft Fabric and Copilot Studio but goes further by embedding best practices that make integration simpler and more effective. We recognize that no single pattern can address the diverse needs of all business applications. We also understand that many businesses have already invested in data extraction tools, which is why our solution supports a wide range of options, from native connectivity to third-party options that bring specialized capabilities to the table. With Business Process Solutions we ensure data can be interacted with in a reliable and high-performant way, whether working with massive volumes or complex data structures. Getting started If your organization is ready to unlock the value of unified analytics, getting started is simple. Just send us a request using the form at: https://aka.ms/JoinBusAnalyticsPreview. Our team will guide you through the next steps and help you begin your journey.
