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Session Id :
Finance | Project Operations, Human Resources, ...
Answered

connect to Dynamics 365 for Finance and Operations with Power BI by Odata Feed not appear all tables

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Posted on by 2,475

Hello Every one

I want to make report for sales by power bi  desktop .
I used "Odata Feed " type connection when I connect there are a lot of data appear but tables I need not appear .

I need these tables:

CustInvoceJour

and 

CustInvoceTrans

I need most of fields in these table to build report  .

can any one help me to how to connect these tables or instead table with a same fields , or there other type we can connect Dynamic 365 FO tables .

Thanks for all.

I have the same question (0)
  • Verified answer
    Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi Khaled,

    Using the Odata feed, you will get access to the Data entities exposed by D365 F&O. In your case, you can try the entities -

    1. SalesInvoiceHeaderV2Entity (SalesInvoiceHeadersV2) - This has CustInvoiceJour as the primary data source.

    2. SalesInvoiceLineV2Entity (SalesInvoiceV2Lines) - This has CustInvoiceTrans as the primary data source.

    However, since you are developing a Power BI report, BYOD might be a better option. Please check here for details.

  • Khaled Ahmed Profile Picture
    2,475 on at

    Thanks for your replay

    It checked this table but  a lot of  fields not in this , now  who to add missing fields to "alesInvoiceLineV2Entity"

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    35,423 on at

    You can create an extension to this data entity and add the new fields. You can check this post on how to get this done.

  • Khaled Ahmed Profile Picture
    2,475 on at

    Is this customization (need a developer ) or can do  it direct in production 365 cloudy Environment.

    Regrading this option BYOD : can I create this database with need tables only or should create full database , also is this option need Azure subscription or D365FO subscription enough ?

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi Khaled,

    You will need a developer to do this on a Dev environment and then promote it to the Prod environment on cloud.

    For BYOD, you will need an Azure subscription as you will need to create an Azure SQL database. You can then choose the entities you need that will be created in the Azure SQL DB. You can check the steps in this post.

  • Khaled Ahmed Profile Picture
    2,475 on at

    Hello ,

    I am trying to connect this data entity "SalesInvoiceV2Lines" , result appear in query

    but when I want to apply it this message appear :

    Apply query changes

    SalesInvoiceV2Lines

    Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.

  • Khaled Ahmed Profile Picture
    2,475 on at

    Hi Gunjan ,

    I connected to power bi with D365FO , but only one company sales invoice appear , other company nothing appear , is there any setting or option should be set  to allow company data to go to power Bi ?

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