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***ANNOUNCING*** the General Availability of Analytical Workspaces & Reports in Dynamics 365 for Operations. Built-in Analytical Applications are now available standard as part of the Spring '17 Release.The following article offers insights into the Power BI service integration with direct links to walk-thru guides and Best Practices published by the Dynamics 365 product group.
- VALUE PROP - To get a general overview of the advantages in using the Power BI service to deliver embedded analytics throughout the organization review the article here.
- PORTFORLIO - Usage details on the collection of Analytical applications delivered as part of the Dynamics 365 for Operations Spring '17 Release (aka v7.2) is available here.
- AUTHORING - Learn how to use Power BI Desktop to author Analytical solutions in a local development environment using instructions here.
- CUSTOM SOLUTIONS - To extend the application to include custom solutions, use the developer walk-thru which includes X++ code samples and form control properties available here.
The following image offers a sneak peak into the built-in visualizations delivered standard as part of the Dynamics 365 for Operations service as of July '17.
Note: Based on the speed of innovation, this list is subject to change as we continue to deliver advanced analytics directly in the application empowering every level of your organization.
Q: Can I customize the Power BI embedded reports?
A: Yes, simply install Power BI Desktop onto a 1Box to get started using steps described here .
Q: Do customers need to purchase a separate Power BI license to use the new embedded analytics?
A: No, however, a Power BI Pro license is required to connect to Entity Store using Direct Query from PowerBI.com
Q: Can I perform data mashups using external data in the Embedded Reports?
A: Not at this time. Data mashups can be authored on PowerBI.com that include data sourced from the Entity Store.
Q: Can I secure data to only those companies I have access to?
A: Yes, the single company view prevents users from accessing data from companies they don't have access to. For more information on securing custom solutions, follow guidance provided here.
Q: How is currency displayed across multiple companies?
A: As a system currency. (System administration > Setup > System parameters)
Q: Can I drill on summary balances back into Dynamics 365?
A: You are able to drill into the details within a Power BI report. There is limited support for drill down into Dynamics 365.
Q: What languages are currently supported?
A: English only however the PBI team has additional planned.
Q: Can I access Analytical Workspaces & Reports in Local Business Data?
A: Not at this time. Systems of Intelligence services are available on Cloud hosted solutions.