Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

D365 F&O Credit & Collections Manager - Workspace- Analaytics

Posted on by 7
 
Struggling to get any data in the tabs, does any one use this, or can offer some advice, I can see the reports in my power Bi, when i try to open the report I get the Cannot load model.
 
 
 
 
 
 
 
  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,805 Super User 2024 Season 2 on at
    D365 F&O Credit & Collections Manager - Workspace- Analaytics
    Hy,
    for out of the box Power BI analytical reporting is only supported on Tier 2 environment or higher,
    If you have a Cloud hosted environemt (CHE = Tier 1) it will not work without additional configuration within F&O.
    You can work on the Power BI reports when you connect to the CHE using RDP and local Power BI on the CHE.
     
    And of course the entity store needs to be refreshed as mentioned before, otherwise no data will be available in der AXDW database.
    And in addition the collection process needs to be configured, otherwise the data can not be provided for the analztics.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 9,439 Super User 2024 Season 2 on at
    D365 F&O Credit & Collections Manager - Workspace- Analaytics
    Hi

    Enable automated refresh:

    1. Go to System administration > Set up > Entity store
    2. You can click Refresh button for one-time update or schedule periodic updates using the steps below.
    3. Select an aggregate measurement, click edit.
    4. Enable Automatic refresh enable.
    5. Select recurrence, available options are:
    6. Every hour
    7. Twice a day
    8. Once a day
    9. Once a week
    • You can monitor the status of background process using the batch jobs.
    • Once the progress is made, you can check the event message in the same form to make sure refreshing working properly.
    Best regards,
    Mohamed Amine Mahmoudi
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    D365 F&O Credit & Collections Manager - Workspace- Analaytics
    Hi,
     
    Can you navigate to Entity store in system admin and refresh the entities? it will work.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,113 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,918 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans