Jinnie Wong
Principal Product Manager, Microsoft
Bellevue, Washington, United States
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With over 20 years of experience in data analytics, financial management, and strategic insights, Jinnie has established a notable career marked by leadership roles across multiple prominent companies. Currently serving as Principal Product Manager at Microsoft, Jinnie is dedicated to democratizing financial analytical reporting for finance and operational users, ensuring accessible and insightful reporting capabilities.
Area of Expertise
Topics
Tools and Techniques for Optimizing Dynamics 365 Finance & Operations Storage
"Dynamics 365 Finance & Operations (D365 F&O) environments generate large volumes of operational, audit, and telemetry data. Without proactive management, this accumulation impacts performance, database costs, batch execution, and long-term maintainability.
This session provides a practical, hands-on guide to the tools, features, and techniques you can use to optimize storage, reduce costs, and keep your D365 F&O environment healthy.
The Data Archive with Long-Term Retention feature for Dynamics 365 F&O enables secure archiving of historical transaction data into a Managed Data Lake, reducing database size and capacity usage while improving system performance. Beyond operational efficiency, LTR unlocks powerful analytical and compliance benefits. Because archived data is retained in the Data Lake, customers can continue to build rich reports and analytics such as compliance audits, forecasting models, and historical trend analysis without reintroducing load on the ERP environment. This separation ensures that analytics on long-term historical data remain both cost-effective and non-disruptive. This delivers a scalable, secure, and high-value approach to managing data growth while enabling continuous insight generation across the organization."
Agentic Analytics for Dynamics 365: From Insight to Autonomous Action
Business users don’t just need more dashboards — they need a faster path from question → insight → action.
In this session, you’ll learn how Business Performance Analytics (BPA) provides the analytics foundation for Dynamics 365 by delivering a governed, dimensional model that supports ready-made KPIs, self-service reporting, and secure access across Excel, Power BI, and Fabric.
We’ll then show how ERP Analytics MCP (Model Context Protocol) unlocks a new class of Copilot-assisted and autonomous analytics, allowing AI agents to query and reason over ERP data using natural language. Attendees will see how organizations can move beyond static reporting to continuous monitoring, explanation, and action.
The session includes real-world examples such as:
An Accounts Payable Agent that answers vendor and invoice questions
A Variance Monitoring Agent that detects and explains unusual GL activity
A Financial Narrative Generator that produces executive-ready summaries
Designed for finance, operations, IT, and business users, this session connects today’s reporting workflows with tomorrow’s agent-driven analytics.
Agentic Analytics in Business Performance Analytics — From Insight to Autonomous Action
Agentic Analytics represents the next evolution of enterprise intelligence—where AI agents don’t just report data but interpret, reason, and act. In this session, we’ll dive into how Dynamics 365 and Business Performance Analytics are enabling human-led, Copilot-assisted, and autonomous analytics experiences. Discover the underlying framework that connects semantic models, Copilot orchestration, and domain reasoning to deliver contextual, explainable, and goal-driven insights. We’ll also highlight real scenarios where agentic systems transform how businesses monitor performance, detect anomalies, and automate decisions across finance and operations
Blueprints for Success: Unlocking the Power of BPA Data Models and Reports
Dive deep into the transformative power of Business Performance Analytics (BPA) as we explore how dynamic data models and actionable reports are driving insights and efficiency across organizations. This session will showcase real-world examples of BPA implementations, including key design principles, impactful visualizations, and innovative use cases. Attendees will gain actionable strategies to elevate their reporting capabilities, align analytics with business goals, and make data-driven decisions with confidence.
Business Performance Analytics — Transforming How ERP Runs on Data and Insights
Business Performance Analytics (BPA) is no longer just a reporting tool—it’s the analytics foundation for ERP. In this session, we’ll explore how BPA is redefining enterprise intelligence through: Agentic Analytics: Human-led, Copilot-assisted, and autonomous insights, Unified Semantic Models: Cross-process clarity without data complexity, MCP Server Integration: Real-time, explainable analytics across F&O, Dataverse, and OneLake, Scalable Architecture: Star schemas, row-level security, and extensibility for every customer. We’ll also unpack the FY26 roadmap, the shift from legacy reporting, and how BPA is enabling business insights to actions. - all while exploring analytics powered by M365 Copilot and codegen models—bringing intelligence directly into the hands of decision-makers.
BPA Lab: Build, Explore, and Activate Analytics for ERP
Join us for a half-day, hands-on workshop led by Microsoft that brings ERP analytics to life. You’ll dive into Business Performance Analytics (BPA) — the analytics engine built on Dynamics 365 ERP — and the ERP MCP Server, which exposes BPA’s semantic model for exploration, validation, and report design.
Through guided exercises in Power BI, Excel and Microsoft Fabric, you’ll learn how BPA transforms operational data into meaningful insights, and how the ERP MCP Server helps you understand the data model, identify the right fields, and build reports faster and more accurately.
By the end of the session, you’ll know how to:
Explore and understand the BPA data model that powers ERP analytics
Build reports and dashboards directly from BPA datasets in Power BI
Use the ERP MCP Server to navigate facts, dimensions, and measures through semantic queries
Connect BPA data into Microsoft Fabric for extended analysis and combining with external sources
Create and publish insights that drive finance, supply chain, and sales performance
Whether you’re an analyst, admin, or solution builder, this lab will equip you with the practical skills to make BPA your analytics foundation — and to use the ERP MCP Server as your guide to unlocking its full potential.
Expanding Horizons: Extending BPA into Microsoft Fabric for Unparalleled Insights
Discover the future of Business Performance Analytics with Microsoft Fabric! In this session, we'll explore how BPA seamlessly extends into Fabric to harness its cutting-edge capabilities, including real-time data integration, advanced analytics, and scalable cloud-based solutions. Learn how Fabric empowers BPA users with enhanced performance, robust data pipelines, and AI-driven insights to stay ahead in today’s competitive landscape. Whether you're new to Fabric or looking to maximize its potential, this session will inspire you to push the boundaries of your analytics ecosystem.
From Data to Decisions: How BPA Powers Agentic FP&A in Dynamics 365
In this session, we’ll explore how Business Performance Analytics (BPA) transforms ERP data into actionable insights across the FP&A lifecycle. Learn how BPA’s unified semantic model, real-time analytics, and extensibility features enable organizations to move from fragmented reporting to intelligent, agent-driven decision-making. We’ll showcase how customers are using BPA to streamline financial close, automate variance analysis, and empower business users with self-service insights—without sacrificing governance or performance.
Key Takeaways:
- How BPA models business processes end-to-end, not just exposes ERP data
- Real-world examples of BPA powering AI agents for analysis and insights (Maybe even planning incl BPP?)
- Extending BPA into Microsoft Fabric for scalable, governed analytics
- Lessons learned from customer engagements
From Data to Insights: Leveraging BPA and Power BI for Strategic Advantage
This session will explore how Business Process Analytics (BPA) and Power BI can turn detailed business data into strategic insights. By utilizing Microsoft's Fabric, attendees will learn to integrate external data for a unified, customizable data model. We will also cover BPA applications across finance, project operations, supply chain, HR, and commerce to showcase how combining these tools drives smarter decision-making and business growth.
Harnessing the Power of Dynamics 365: From Business Performance Analytics to Intelligent Action
In this session, we will dive into the transformative power of Dynamics 365 by exploring the full spectrum of Business Performance Analytics (BPA). Attendees will learn how to implement BPA within Dynamics 365, extend its capabilities using Microsoft Fabric, and seamlessly integrate it with their own data and reports. We'll also cover the creation of intelligent agents that can act upon this data, driving real-time insights and actions.
By the end of this session, you'll have a comprehensive understanding of how to harness these tools to boost efficiency, enhance decision-making, and achieve strategic business goals. Join us for an insightful journey from data to actionable intelligence!
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