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Small and medium business | Business Central, N...
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Create a sales report in PBI where i can pull data directly from BC Permission

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Posted on by 152

Hello all,

I want to ask : What permission should i have to create a sales report in PBI where i can pull data directly from Business Central?ù

How do we display these built PBI dashboards in BC ?

Thank you in advance.

I have the same question (0)
  • Suggested answer
    Suresh Kulla Profile Picture
    50,278 Super User 2026 Season 1 on at

    Please check these links

    docs.microsoft.com/.../across-working-with-powerbi

    docs.microsoft.com/.../admin-powerbi

    Regarding Permission, it depends a lot based on the type of data you are displaying,  if it is open sales you need access to the sales header, sales line table but you are looking for statistics you need to have access to Item Ledger Entries....

  • Suggested answer
    Steven Renders Profile Picture
    5,696 Moderator on at

    It depends on the user/account you use to refresh the data. Power BI uses web services, via the API, so the same BC permissions apply.

    Once you create the PBI report, you can publish it to your PBI service. Then you can simply embedd the report in BC.

    Here's a good overview:

    Microsoft Dynamics 365: How to create and embed a Power BI report into Dynamics 365 Business Central:

    https://youtu.be/ZBDugiBZXDU

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