Installing and Configuring Power BI Template Reports in Business Central

Article Highlights
Off On

Microsoft Dynamics 365 Business Central integrates seamlessly with Power BI, enabling businesses to derive real-time insights from financial and operational data. Power BI Template Reports simplify the visualization of key metrics, track trends, and facilitate data-driven decision-making. From analyzing sales performance to monitoring inventory levels and managing financial reports, Power BI templates provide an efficient way to interact with your Business Central data. This guide details the step-by-step process of installing, configuring, and sharing Power BI Template Reports within Business Central. Following these instructions will ensure proper setup, accessibility, and optimization of business insights.

Download the Power BI Template App

To begin, selecting the appropriate module for the Power BI template app is essential, such as Finance, Sales, Purchasing, Inventory, etc. Each module caters to specific business needs, making it crucial to choose wisely. After selecting the relevant module, click the installation link to proceed. This step takes you to Power BI, where you need to sign in using your credentials.

Once signed in, click the “Get it Now” button and follow the on-screen instructions to complete the installation process. Upon successful installation, it is necessary to refresh the Apps page in Power BI. This action ensures that the newly installed app becomes visible and ready for further configuration. Without this step, the app may not appear correctly, which could delay the setup process.

Set Up the Power BI Template Application

After successfully installing the Power BI template app, the subsequent step involves setting up the application. Open the installed Power BI app, where a yellow notification bar will appear; clicking on it is crucial to proceed. Enter the Environment Type and Company Name with precision, as accuracy in these details ensures proper data mapping and synchronization.

Next, OAuth authentication is required to log in with your Office 365 credentials. This authentication method secures the data connection between Power BI and Business Central. After logging in, the data refresh process begins to sync Business Central data with the Power BI report. Depending on the dataset size, this synchronization may take a while. It is advisable to patiently wait until the process concludes to ensure data accuracy.

The final step in setting up the Power BI template app is renaming the workspace for clarity. Click on Workspace Settings in the top-right corner, navigate to the General tab, and rename the workspace. Including the company name in the workspace title is recommended to maintain organization and ease of identification.

Distribute the Power BI App

Once the Power BI app is installed and set up, sharing it with relevant stakeholders is the next step. Navigate to the installed App Workspace and click the three-dot menu (…) next to the app. Select the “Edit” option and go to the workspace where the app resides. In the upper-right corner, there is a “Manage Access” button; click on it to start the sharing process.

Here, the option to add people or groups who need access to the Power BI reports is available. By clicking “Add People or Groups,” input the individuals’ email addresses or select security groups as required. It is recommended to use Entra Security Groups as they simplify the management of access permissions. This method allows centralized control over user access and ensures consistent permissions across Business Central.

Properly sharing the Power BI app ensures that all relevant users have access to the critical data needed for their roles. This step is crucial to maximizing the value derived from the Power BI reports, as it promotes collaboration and informed decision-making across the organization.

Set Up Power BI in Business Central

Microsoft Dynamics 365 Business Central integrates effortlessly with Power BI, allowing businesses to gain real-time insights from their financial and operational data. Power BI Template Reports simplify the visual representation of crucial metrics, enable tracking of trends, and support data-driven decision-making. These templates offer an efficient way to engage with your Business Central data, whether you are analyzing sales performance, monitoring inventory levels, or managing financial reports. This guide outlines a step-by-step process for installing, configuring, and sharing Power BI Template Reports within Business Central. By following these detailed instructions, businesses can ensure a proper setup, optimal accessibility, and enhanced data-driven insights. With Power BI and Business Central working together, companies can make more informed decisions, respond to market changes rapidly, and optimize their operations effectively. The seamless integration facilitates smoother workflows and helps businesses stay competitive in a data-centric world.

Explore more

Why Are Small Businesses Losing Confidence in Marketing?

In the ever-evolving landscape of commerce, small and mid-sized businesses (SMBs) globally are grappling with a perplexing challenge: despite pouring more time, energy, and resources into marketing, their confidence in achieving impactful results is waning, and recent findings reveal a stark reality where only a fraction of these businesses feel assured about their strategies. Many struggle to measure success or

How Are AI Agents Revolutionizing Chatbot Marketing?

In an era where digital interaction shapes customer expectations, Artificial Intelligence (AI) is fundamentally altering the landscape of chatbot marketing with unprecedented advancements. Once limited to answering basic queries through rigid scripts, chatbots have evolved into sophisticated AI agents capable of managing intricate workflows and delivering seamless engagement. Innovations like Silverback AI Chatbot’s updated framework exemplify this transformation, pushing the

How Does Klaviyo Lead AI-Driven B2C Marketing in 2025?

In today’s rapidly shifting landscape of business-to-consumer (B2C) marketing, artificial intelligence (AI) has emerged as a pivotal force, reshaping how brands forge connections with their audiences. At the forefront of this transformation stands Klaviyo, a marketing platform that has solidified its reputation as an industry pioneer. By harnessing sophisticated AI technologies, Klaviyo enables companies to craft highly personalized customer experiences,

How Does Azure’s Trusted Launch Upgrade Enhance Security?

In an era where cyber threats are becoming increasingly sophisticated, businesses running workloads in the cloud face constant challenges in safeguarding their virtual environments from advanced attacks like bootkits and firmware exploits. A significant step forward in addressing these concerns has emerged with a recent update from Microsoft, introducing in-place upgrades for a key security feature on Azure Virtual Machines

How Does Digi Power X Lead with ARMS 200 AI Data Centers?

In an era where artificial intelligence is reshaping industries at an unprecedented pace, the demand for robust, reliable, and scalable data center infrastructure has never been higher, and Digi Power X is stepping up to meet this challenge head-on with innovative solutions. This NASDAQ-listed energy infrastructure company, under the ticker DGXX, recently made headlines with a groundbreaking achievement through its