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Embedding a Power BI report into Dynamics 365 Business Central

Published on July 30, 2021

Interpreting a dataset with multiple views, a Power BI report provides visuals with multiple findings and insights. Depending on the type of data, there can be single visual or multiple pages of visuals. With an advantage of dynamic & interactive report, one can go beyond insights and get the exact answers. In this article, our Business Central consultants have drafted a process to embed Power BI report into the role center of Dynamics 365 Business Central.

Step 1: Install the Power BI desktop in your system

Step 2: In Power BI desktop, select More from the action ribbon and click on get data.

Embedding Power BI Reports In Business Central

Step 3: Select the Online Service and Click the Dynamics 365 Business central connector from the get data action.

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Step 4: Select sign in to connect your Business Central account and click Connect

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Step 5: Once it is connected, choose the environment of Business central that you can access

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Step 6: Choose the Company Name and the webservice list in the company will be shown.

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Step 7: Choose the Webservice that you want to access and Click Load

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Note: It will load the data from Business central to Power BI

Step 8: Once it is loaded, all the fields will be shown in field pane

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  • The Visualizations pane, where you can add, change, or customize visualizations, and apply drill through
  • The Fields pane, which shows the available fields in your queries. You can drag these fields onto the canvas, the Filters pane, or the Visualizations pane to create or modify visualizations
  • The Filters pane, where you can filter data visualizations

Step 9: Create the Power BI report and Save it

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Step 10: Publish the Power BI report

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Step 11: Choose a workspace and Click Select

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Step 12: Once the report is published, a message will be displayed as shown below

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Step 13: Go to the Role centre of Business central

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Step 14: Choose Select report to view the report

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Step 15: Select the report that you have published in Power BI and Click OK

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Embedding Power BI reports in Business Central can help to predict trends and patterns, and streamline operational efficiency. With the guidance of a experienced Business Central partner, harness the true power of data and make informed decisions.