Microsoft Dynamics 365 Customer Engagement

Last Updated on April 15, 2024 by Ali Hamza

Why might you be interested in integrating the Power BI solution with the Microsoft ERP? What is Power BI? What advantages can this tool bring you?

These are some of the questions that we will try to solve in this article.

Visualize, protect and analyze your data

Power BI is a business intelligence tool that allows you, from a single platform, to bring together all the data of your SME, analyze it and thus be able to make decisions with confidence.

Power Bi and Microsoft Dynamics 365 Business Central: Full Integration

Being two Microsoft solutions, the integration between D365 Business Central and Power BI is done natively, so their compatibility is total.

The Power BI business intelligence tool will provide your Business Central with an easy and intuitive visualization system of your ERP data through the creation of dashboards and graphic reports based on that data. In addition to this capability, if the dashboards were very complex, they can also be viewed from the Power BI website.

Regardless of where that data is viewed from, Power BI is a flexible alternative to the built-in reports in Business Central, allowing you to drill down and customize your view.

For example, thanks to the integration between these two solutions you will be able to extract all the information you have in your ERP and analyze all the data in order to be able to make better decisions based on information in real time.

Thanks to reliable information, the ability to act and react will be much faster when working with up-to-date data.

Advantages of working with Power BI

You don’t need to be a technician to design your own reports!

With the Power BI tool you can create your own reports in a simple way.

The solution is intuitive and has pre-established reports or schemes linked to 365 Business Central. You will only have to decide what type of information you are interested in analyzing and with a click you will have it in your hands.

Bring your data to life

Another benefit of Power BI is that both you and your organization will work with information in real time.

You will have data updates at any time and you can access them from any device.

In addition, Power BI allows you to “talk” to it. What do we mean? Well, the solution allows you to ask it what type of report you’re interested in and type in exactly what data you want to work with.

For example, you can have a comparison of actual and forecast sales by country. We invite you to try to download a test and you can interact and test which are the global or specific parameters that interest you.

Applications designed for 365 Business Central and Power BI

One of the advantages of working with two Microsoft solutions is that they are already designed for full integration. It is for this reason that there are already applications that are understood with both.

You have certain applications with pre-established reports that will help you extract the most interesting data from your SME and work with it in a simple way.

Access to your reports from Sharepoint, web or from Power BI

Power BI lets you export the reports you set up in Sharepoint for your entire organization, or even export it to a website for everyone who doesn’t have access.

It is interesting that members of your organization who already have access to Power BI can enter any report with the appropriate permissions, but what happens when we want to present the data to someone external? Well, Power BI has this casuistry and that is why it allows you to export your reports to an external URL to be able to give access to other participants. Practical!

Excel continues to be the perfect companion to Power BI and Microsoft Dynamics 365 Business Central

Bidirectionality with Excel is one of the strengths of both Power BI and Microsoft Dynamics 365 Business Central.

If your company is used to working with the Excel tool, don’t worry because you can extract the reports to Excel and work on them from there if it is more comfortable for you.