Power BI with Dynamics 365 for Operations

Hello everyone, this Power BI blog is going to focus on how it is used with New Dynamics AX i.e. AX 7 or Dynamics 365 for Operations. Apart from Power BI being integrated within AX 7, there are also some pre built content packs that can be used to analyze the retail and cost management models of our AX. So, to cut the long story short, we are going to see how we can connect AX 7 with one of these pre-built content packs in Power BI.

Let’s start, first of all open and login to Power BI cloud using your account, it is pretty important and must be noted that the user you are going to login afterwards must be an enabled user in AX 7, otherwise it will throw authentication error while fetching data.

Now, first of all, click on Get Data from the main workspace and then click on Services Data option.

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After the available content packs show up, navigate to the ones that refer to AX, in this demo, I am going to use the Microsoft Dynamics AX Cost Management Content Pack.

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After the available content packs show up, navigate to the ones that refer to AX, in this demo, I am going to use the Microsoft Dynamics AX Cost Management Content Pack.

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After pasting the URL, click next and you will be asked the Authentication method to sign in to AX 7, select OAuth2 from there.

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After clicking on Sign in button, a new tab page will open that will ask for your Office 365 or AX 7 credentials, make sure you enter the correct ones here.

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After the authentication is complete, it will show a status bar that indicates that data fetch is in process.

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Once done, it will open up the Dashboard that is created using your AX 7 data, you can now play around with Natural Language Query and other cool stuff available within Power BI.

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Multiple reports are also filled up with data in the Reports section, you can easily modify or create new reports on top of those.

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That’s it, it is as simple as that. And this content pack covers all the related scenarios of Cost Management, there are more AX data sources anticipated to be added to the already amazing content packs list and then again there is Power BI embedded in AX 7 as well. See you again.

 

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