Power BI and Dynamics NAV Integration

  Рет қаралды 14,182

WebSan Solutions Inc.

WebSan Solutions Inc.

Күн бұрын

This webinar covers the following topics:
- oData Web Services connection form Dynamics NAV (Open Data Protocol)
- Power BI Desktop - Creating a Sales Dashboard
- Power BI Dashboard - Visibility of dashboards/reports over the web
- Jobs/Project Accounting Dashboard
- Financial reporting dashboard
Learn more about our services by visiting our website: www.websan.com

Пікірлер: 10
@rogerwood6095
@rogerwood6095 6 жыл бұрын
I notice in your Sales Invoice Line table that you have a Sales Amount field that totals the invoice. Is this custom? I don't have this in NAV 2017.
@WebSanSolutionsInc
@WebSanSolutionsInc 6 жыл бұрын
Hi Roger, Please email info@websan.com for the answer to your question! Thanks.
@tabrezajaz
@tabrezajaz 6 жыл бұрын
how much time does it take to authenticate a user to connect to Microsoft Dynamics Nav Content Pack in Bower BI?
@WebSanSolutionsInc
@WebSanSolutionsInc 6 жыл бұрын
Hello Tabrez, it should take no more than 10-15 seconds to authenticate a user.
@tabrezajaz
@tabrezajaz 6 жыл бұрын
I did following thing: To see my data in Power BI but unable to connect to Microsoft Dynamics NAV Content Pack --> Step 1: SSL Certificate - Thumbprint setup is done Step 2: Using NavUserPassword to Login to RTC Step 3: Also Web Client is Configured for my on-premise NAV: navphoneclient.metaoptionllc.com/PhoneClientDemo/WebClient/ I think now you follow the initial setup and configuration done..... But when trying to Get Dynamics NAV Content Pack and Trying to connect my demo company with OData service feed,,, and using my Username and Password I am unable to connect why.......????? I also tried to log in with Basic Authentication... for the password for connecting my RTC to power bi online, I used both Web Service Access Key as password and my user password Please tell me if any other steps are required for setting up... I hope now you understand my problem... Thanks in Advance!
@JaschaVincke
@JaschaVincke 6 жыл бұрын
Check my Google Hangout invitation or drop me a mail - jvincke AT vinor DOT de - I can help you quick
@dongayanamarasinghe4559
@dongayanamarasinghe4559 6 жыл бұрын
Can you please explain how you got to Odata connection through NAV?
@WebSanSolutionsInc
@WebSanSolutionsInc 6 жыл бұрын
Hi Don, It's in the web services section in Dynamics NAV.
@dongayanamarasinghe4559
@dongayanamarasinghe4559 6 жыл бұрын
Can you please give me the steps you had? Thanks
@tabrezajaz
@tabrezajaz 6 жыл бұрын
Open NAV (RTC) then, in search box that available Right top corner in RTC. 1. Search for Web Services. 2. Then you'll see the list of Web Services on the Screen then 3. Look for OData URL Column -- Copy the Url and 4. Login to PowerBI - Get App -- Search for NAV -- Choose Microsoft Dynamics NAV content Pack 5. Paste your URL that may look like this:
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