Get Data from Dynamics 365 Finance and Operations (Online) in Power BI

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Posted on by mahmoud_algindy

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Dear Friends,

I am trying to create some Power BI Reports from Dynamics 365 Finance and Operations (Online),

I used OData Feed, I am able to see all available tables from Dynamics 365 F&O Online, but I am getting blank tables in 90% of the data, however, I have a lot of customers in Dyn365 FO.

I would like to know:

What setup I should do in Dynamics to be able to retrieve these data?
What's the Table name for Voucher Transactions?
I am looking for documentation that explains these tables?
I want to access the same data for all available entities (Companies) not only the company assigned to the user?

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Gunjan Bhattachayya 35,423 on at

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Hi Mahmoud,

Which user are you using to connect to the Odata feed? Please check the Company assigned to the user under System administration > Users > Users and make sure it is assigned to the company in which you have data.

For voucher transactions, you can use GeneralJournalAccountEntryEntity(General journal account entry).

I don't think there is any documentation available that explains these tables. You might need a developer's help for all the available entities.

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mahmoud_algindy 281 on at

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Gunjan Bhattacharyya (Gunjan Bhattachayya) Thank you so much for your reply.

Yes the user assigned to the company, still I am getting blank tables.

Also please note that I am trying to get the data from all available companies.

Edited, I just get to know by adding ?cross-company=true

ar the end of URL will retrieve data from all companies.

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Gunjan Bhattachayya 35,423 on at

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Hi Mahmoud,

Are you able to get data now or are the tables still blank?

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mahmoud_algindy 281 on at

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Thanks so much Gunjan Bhattachayya

Yes, I am able to access the data now, it just takes few minutes to reflect.

I wonder, a senior Dynamics 365 for Finance & Operation, is one removed the Company from the user settings, and said this will let you know access the data.

Thanks for your support Gunjan & all the community.

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mahmoud_algindy 281 on at

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Still, I am looking for your support to get the Table Name for the attached.

The required Table is Voucher transactions Table this table showing all transactions posted on G/L Account (Main Accounts), not only the posted through Journals.

General ledger>Inquiries and reports>Voucher transactions

Thanks

Mahmoud

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Gunjan Bhattachayya 35,423 on at

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Hi Mahmoud,

Did you try the entity I mentioned before - GeneralJournalAccountEntryEntity(General journal account entry)? This should show you all the posted transactions.

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mahmoud_algindy 281 on at

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Hi Gunjan,

The mentioned Entity not appears in Power BI,

I am not sure is it require any options to be configured first?

I used the same entity to export data to Excel, but I need to get it connected to Power BI

Thank you

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Gunjan Bhattachayya 35,423 on at

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My mistake. Public property in this data entity is se to "No", which is why you can't see it in Power BI. If you want to use Odata feed for Power BI, you will need to develop a custom data entity which can be made public. Else, you could try to use BYOD for your Power BI reports and check if you could export this entity data to your BYOD database.

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mahmoud_algindy 281 on at

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It seems this is the only solution, which I did not like with an Enterprise ERP like F&O.

BYOD will be the best, please if you could share an easy step by step guide to do that,

If you know in which Certification this subject is explained, like AZ-100, DP-900 ..... etc.

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Gunjan Bhattachayya 35,423 on at

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I think it is the better option, considering the limitations on Odata. Please check this link for MS documentation regarding BYOD.

I am not sure about the certifications where this is explained.

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