There are two main parts to install and configure to get Power BI Gold connected to Microsoft Dynamics 365 Business Central:

  1. Data Connector apps in Business Central
  2. Template apps in the Power BI Service

Part 1. Install the data connector apps in Business Central

These steps ensure Dynamics 365 Business Central is ready to export data to Power BI for use in the Power BI Gold reporting packs

  1. Install the Connector apps via either Business Central or AppSource
  2. If you haven’t already done so, create a Fenwick Gold Account.
  3. Go to the Fenwick Gold Subscriptions page and click Start Trial for each data connector app you’ve installed, then follow the prompts to complete the trial registration
  4. Generate the OData Base URL by completing the Power BI Gold Assisted Setup

Part 2. Install the template apps in the Power BI Service

These steps install and connect the Power BI Gold Reports to your Business Central database.

  1. Navigate and log into your Power BI Service (https://app.powerbi.com)
  2. Click Apps in the navigation pane
  3. Click Get apps in the top right-hand corner of the page
  4. Search for Power BI Gold and select the desired Template App
  5. Click Get It Now
  6. Click Install
  7. Go to the newly created Power BI Gold workspace. For this example, we have installed the Sales app.
  8. When prompted, click Connect your data.
  9. Replace the demo OData Base URL with your Business Central OData Base URL generated in step 4 from Part 1
  10. Authenticate the connection
  11. Verify your data setup and refresh schedule