Upgrade the capabilities of the Microsoft Dynamics NAV/365BC system with top-quality in-depth and detailed reports that you can freely and independently create and customize, without programming knowledge in the Microsoft Dynamics environment. Provide all stakeholders in the company (sales, procurement, production, management and other decision-makers) with a reporting solution that is fast, simple, flexible and accessible. 

Microsoft Dynamics and Power BI

Power BI is considered the gold standard of data visualization software and allows users to connect and upload their data from hundreds of sources, including the Dynamics 365 suite of applications. By combining Business Central with the visualization power of Power BI, businesses can gain even more insight and view a wider picture of the health of their organization. Both solutions are made by Microsoft and integrate seamlessly with just a few steps.

Why training for Microsoft Dynamics with Power BI?

You will learn how to use consume data directly from Dynamics NAV or 365 Business Central in Power Bi. On training we will focus on how to consume data both by using the standard connectors in Power Bi and creating homemade connectors using web-services and APIs and testing the difference between an on-premise solution and the cloud. Then we will clean up the datasets so we only get the relevant fields and make sure that the datatypes are correct.

At the training you will create reports in Power Bi showing the different types of visualizations to highlight the relevant information to the users. This includes:

• Different uses of the different visualizations.
• Calculated columns.
• Measures.
• Date tables.
• Fixed datasets.
• Comparing this period with last year.
• Drill through filters.
• Making reports for multiple companies.
• Then we will go through the process of publishing the reports, making dashboards and sharing the reports and dashboard.

KEY FEATURES

This Masterclass will introduce you to the three major parts of setting up Power BI with Business Central: Publishing data from Business Central consuming them in Power BI and building models in Power BI. We will also look at basic administration in Power Bi in conjunction with the Dynamnics environment.

Knowledge is the key to independent management of advanced reports and data analysis where you do not need the help of external contractors and programmers.

WHAT'S INCLUDED

Your course package is designed to provide maximum learning and convenience. This is included in the price of your course:

• Instructor-led training.
• All course materials, lab enviroment and excersises.

The academy runs on a system of lectures and exercises. 50% are exercises in a laboratory environment.

Goals

• To acquire the necessary knowledge for planning and implementing a BI solution in Microsoft Dynamics.
• Gain comprehensive knowledge to implement, support and maintain an advanced report and data analysis solution in Microsoft Dynamics using Microsoft Power BI.

Audience

• IT staff supporting the Dynamics solution.
• Coordinators and project managers between the client and the ERP solution provider.
• Consultants.
• Advanced users of the Dynamics solution in individual departments.
• Business analysts.
• Business process administrators.

Detailed description of the course

1. Activating oData & Web services in Service tier admin.
2. Make a note of the endpoint to be used.
3. Listing the API pages that are published automatically.
4. Finding data in Business Central SaaS.
5. Finding data in Business Central.
6. Publish the pages as oData services.
7. Create reporting data directly in Business Central.
8. Download Power BI Desktop and sign in to Power BI Online.
9. Setting up the standard Business Central content pack.
10. Setting up datasets in Power BI Desktop.
11. Creating reports in Power BI.
12. Use Custom visualizations.
13. Create a calculated column.
14. Create a new Measure.
15. Creating KPIs that make sense.
16. Create the Sales per Month visualization.
17. Creating the Sales per Month visualization with imported dataset.
18. Creating Date tables and filters.
19. Create measures to show sales this month and sales last year.
20. Create Drill through filters.
21. Choosing Company name in oData connection.
22. Publish a Report to Power Bi On-line.
23. Using Power Bi on-premise or in the cloud.
24. Create a Dashboard.
25. Share the Dashboard.
26. Integrate a report with Business Central.
27. Creating a service account in Azure that does not expire.
28. Assigning permissions to users to access different areas.
29. Connecting with the Gateway connector.

• Good knowledge of information systems and technology.
• Basic knowledge of Microsoft technologies.
• Functional knowledge of Microsoft Dynamics NAV or 365BC
• No prior knowledge of Power BI is required.
• No knowledge of programming in Microsoft Dynamics is required.

There is no certification at Microsoft for this modul of Dynamics.

Peik Bech-Andersen

About

I am a solution architect and senior developer stationed in Denmark, implementing solutions all-over the world, specializing in advanced manufacturing combined with master data replication and Intercompany solutions.

I first saw Navision in 1984 at the beta testing program of PcPlus. I started implementing manufacturing solutions in 1983 on IBM S/36 systems. Since the Dynamics NAV manufacturing module was released, I have implemented at least 50 Manufacturing solutions in all kinds of different businesses. Starting as an accountant in a production company and moving on to implementing systems, I have both the accounting, the development and the implementation background.

As a Microsoft Certified Trainer, I have conducted courses the last 10 years in topics like Dynamics NAV programming, installation, finance, trade, warehouse management and manufacturing. During the 10 years, I have had around 150 courses with at least 800 participants in 14 countries. I maintain a blog in Mibuso.com where I writes about both programming, installation and application topics. Usually topics discussed during courses or customer implementations.