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Credit and collections embedded analytics power bi D365O

Posted on by 5

Hi

i am facing troubles in working with credit and collections analytics in dynamics 365 

anyone could configure these BI reports before ?

All reports are showing Blank even after refreshing the database and fill the required parameters

the docs provided from MS doesn't contain the required setup for this

thanks for helping

  • Suggested answer
    NoobD365Coder Profile Picture
    NoobD365Coder 12 on at
    Credit and collections embedded analytics power bi D365O
    Hello, 
    I had the same issue.  I then decided to review the whole X++ configuration of the "CustCollectionsBIMeasurements" Aggregate Measurement.
    I finally found that there is an inner join on 
    1) You need to fill in a "SystemParameters.SystemExchangeRateType" 
        
    2) Refresh the entity store.
     
    You should then have all the data :-)
  • alexd Profile Picture
    alexd 457 on at
    RE: Credit and collections embedded analytics power bi D365O

    Facing the same issue, did you find a solution?

    Thanks!

  • ahamdi88 Profile Picture
    ahamdi88 5 on at
    RE: Credit and collections embedded analytics power bi D365O

    Thanks for the prompt answers

    sorry i had to mention that we already did all the required configurations and all other BI workspace analytics are working fine as Financial insights

    except for the subledger analytics as Credit and collections analytics and Vendor payment Analytics (mainly Aging)

    So i assume that there is another functional missing setup i am looking for

    However, we don't need to modify the standard bi workspace at this moment

    we just need to get numbers in the workspace instead of Blank :)

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit and collections embedded analytics power bi D365O

    Hello ahamdi88,

    Please have a look at the MS docs site that Rahul shared through a link.

    Making the embedded power BI functionality available does, however, not allow you modifying the workspaces.

    That is, the experience is different from what you might be used to in Power BI online/desktop.

    This will, however, change in the near future. Please have a look at the roadmap and the release notes published.

    see e.g. docs.microsoft.com/.../whats-new-platform-25

    Before trying to setup those workspaces it might be smart waiting a couple of weeks until you are on the very latest version that has the configurable functionalities built in.

    Best regards,

    Ludwig

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Credit and collections embedded analytics power bi D365O

    is this PRoduction? If yes then have the entity store been refreshed?

    If not production then one needs to configure PowerBI and D365FO settings.

    docs.microsoft.com/.../configure-power-bi-integration

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