17 September 2016

Power BI and Dynamics NAV 2016 Getting Started

Hi All,

Power BI and Dynamics NAV 2016  : Getting Started

Microsoft Power BI helps you stay up to date with the information that matters to you. 

With Power BI, dashboards help you keep a finger on the pulse of your business. 

Your dashboards display tiles that you can click to open reports for exploring further.  Connect to multiple datasets to bring all of the relevant data together in one place 


To use Power BI with NAV you need to enable OData Web service in NAV server Instance.






1) Sign in To Power BI with your credentials. Else follow the steps given to create a free account.




2) Choose content packs from online services that you use. Click on Get


  
3) Select Microsoft Dynamics NAV for Power BI and click on Get.


4)  You can Add the OData web service URL with following option.

  • You can use secure https to connect to OData Services         



Please select Basic Authentication and give the User Name and Password

                                        



                       OR
  • You can use Windows Authentication, but here you may run into authentication issue as the connection accepts secure connection with instance registered.
For this you may need to download and install  On Premises Data Gateway under download section of your Power BI Login. After Installing, login to Data Gateway with the same credentials used for power BI.

 









5 ) Power BI will retrieve your Microsoft Dynamics NAV data and create a ready-to-use dashboard and report for you. 




Thanks & Regards,
Nandesh Gowda

3 comments:

  1. Hi Nandesh,

    Is it necessary to have a self signed certificate for the Localhost to use it as https?

    ReplyDelete
  2. Yes its needed for secure communication even for localhost, the moment we make the connection secure it will check for a private key.

    Else you install On Premises Data Gateway to connect to you web services

    ReplyDelete
  3. Hi Nandesh,

    Dose this integration works with navision 2013 r2

    ReplyDelete