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In Microsoft Dynamics GP 2016, the ability to add a Power BI report to the homepage was added. However, this was only available for the thick client, and not Web Client. This functionality has been expanded on Microsoft Dynamics GP 2016 R2 to include Web Client.
I will not be covering the creation of a Power BI reports, nor setting up your Azure or Power BI account. I will be assuming some level of working knowledge with Power BI and Azure.
Additional documentation for Power BI can be found here.There is also a previous blog post regarding Power BI on Microsoft Dynamics GP 2016 found here.
1. First register a native client app in Power BI App Registration Tool (https://dev.powerbi.com/apps) to get a Client ID which will be entered the Reporting Tools Setup window. Once signed into the site you will be asked to enter the following information:
Once you have provided the above information you should be able to click on Register App button and get a Client ID.You should record this ID somewhere in case needed again in the future.
2. Next register a server-side web client app in Power BI App Registration Tool (https://dev.powerbi.com/apps) to get a Client ID and Client Secret which will be entered the Reporting Tools Setup window as the Application ID and Key. Enter the following information:
App Name – You can name this anything you want. I’ve named the app for this example as GP Power BI Native.
3. At this point, you should have four key information: A Client ID, Application ID (The Client ID generated on step 2), Key (The Client Secret generated on step 2) and Redirect URL. Login to Web Client and select Administration from the navigation bar and navigate to Reporting Tools Setup in the Setup box and select the Power BI tabs under Setup.
Enter the information to the appropriate field. You will need to check Using Web Client to enter the latter three fields. Once complete click OK to save the settings. You will be presented with an additional window requiring you to login using your Power BI/Azure credential. Login to complete the setup.
4. Once all these steps are complete, you will be able to select Power BI within the Customize Home Page window. Clicking the blue arrow will allow you to choose which Power BI report to display within the home page.
5. To add a Power BI report to the home page, expand and select the available report from the Available Reports section and click Insert. Once complete click OK to save the settings.
As a final note, there are possibility of running into a Script error when loading the Power BI reports on the GP home page. It will be along the lines of:
An error has occurred in the script on this page.Error: Invalid CharacterURL: https://app.powerbi.com/13.0.1100.519/scripts/powerbivisualrenderer.min.js
When we request the Power BI reports from the Power BI site it has, to run through the above referenced renderer. This renderer delivers a picture of the report to us that can be loaded onto the GP Home page. However, it does not support every kind of report and visual that could potentially load up to the Power BI site.
Full page reports, full fidelity excel tiles and models will not work. If you pin an individual tile from a report it should work.
Click HERE for more detailed documentation for Dynamics GP 2016 R2 features. Dynamics GP 2016 R2 feature VIDEO click HERE!
Be sure to check back to the Microsoft Dynamics GP 2016 R2 Feature Blog Series Schedule page to review posted blog articles and upcoming blog posts to help you gear up for What's New in Microsoft Dynamics GP 2016 R2 with great content, documentation, and videos.
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