Dynamics GP Essentials: Power BI

Sunday, May 8, 2016

Dynamics GP 2016 - Power BI Reports and Dashboards Integration

With the release of Dynamics GP 2016, many features have been introduced among which Power BI integration with Dynamics GP, this may be one of the most important features along with the HTML5 and OData Services.

In this post, I am going to shed a light on how to configure the Power BI in details.

Power BI Integration Prerequisites:

Office 365 Account which entitles you to access Power BI
At least one Power BI site including at least a report / dashboard
Dynamics GP 2016 desktop client is installed

Power BI Configuration:

Go to Microsoft Dynamics GP > Tools > Setup > System > Reporting Tools Setup.
There is a new tab for "Power BI" configuration

Reporting Tools Setup

As for the power BI site, login to the Power BI using your office 365 credentials, the Power BI Site URL is highlighted below:

Power BI Site URL

In order to obtain a client ID, follow the steps below:

Go to Power BI for Developers >> Link
Log in to your Power BI Account
Fill in the following details

App Name: Dynamics GP
App Type: Native App
Redirect URL: https://login.live.com/oauth20_desktop.srf

Choose APIs to access, which are categorized as follows

Data set APIs
Report and Dashboard APIs
Other APIs

Click on "Register your App", and the client ID will appear in the box below

Power BI for Developers - Client ID

Now you can get back to Dynamics GP, and fill in both the Power BI Site and Client ID, and click "OK" to proceed. Now on Dynamics GP Home Page, click on "Customize" and make sure to check the Power BI component as shown below:

Customize Home Page

Please note that there is an option to "Show All" power BI selected reports on the home page. If it not checked, then all reports will appear within the same part with an arrows to go through them one by one.

To proceed, click on the "pencil" icon in order to change the details of the Power BI Component, through which you can check/ select which reports to show on Dynamics GP Home Page. It might prompt a login window requesting office 365 credentials in order to access the Power BI site and retrieve the reports and dashboard details: