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Dynamics 365 for Finance and Operations Development Cookbook

You're reading from Dynamics 365 for Finance and Operations Development Cookbook Recipes to explore forms, look-ups and different integrations like Power BI and MS Office for your business solutions

Product type Paperback

Published in Aug 2017

Publisher Packt

ISBN-13 9781786468864

Length 480 pages

Edition 4th Edition

Languages

X++

Tools

Dynamics 365

Concepts

IT Operations

Authors (2):

Abhimanyu Singh

Agarwal

View More author details

Table of Contents (18) Chapters

Title Page

Credits

About the Authors

About the Reviewer

www.PacktPub.com

Customer Feedback

Dedication

Preface

1. Processing Data FREE CHAPTER

2. Working with Forms

3. Working with Data in Forms

4. Building Lookups

5. Processing Business Tasks

6. Data Management

7. Integration with Microsoft Office

8. Integration with Power BI

9. Integration with Services

10. Improving Development Efficiency and Performance

Integrating Excel with Power BI

In this recipe, we will continue from the last recipe and create a dashboard by using this data model. Use this excel file as a data source to build your Power BI tile.

How to do it...

Log in to http://app.powerbi.com using your organization credentials. For first time users, you can sign up for a trial version:

Create a new dashboard by clicking on the plus sign (+) next to Dashboards. Enter the name as vendor payment.
Click on GetData and under the Files tile click on select Local File and load your excel file and then import it into Power BI:

On successful import your dashboard should look like this:

Save your setup.

Now you will be able to use this Power BI tile in Dynamics 365 for Operation workspaces:

To get this tile live on your WorkSpace you need to use the Power BI section in its respective workspace.

How it works...

Dynamics 365 for operation data source is the most useful data source for Power BI as Power BI authoring tools, like Excel and Power BI Desktop...

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Authors (2)

Abhimanyu Singh

Abhimanyu Singh

Abhimanyu Singh works as a Microsoft Dynamics 365 for Finance and Operations consultant. Since the start of his career in 2012, he has worked in the development and designing of business solutions for customers in supply chain management, banking, and finance domain using Microsoft technologies. He has several certifications, including the Microsoft Certified Dynamics Specialist certification.

See other products by Abhimanyu Singh

Agarwal

Agarwal

Deepak Agarwal is a Microsoft Certified Professional who has more than 6 years of relevant experience. He has worked with different versions of Axapta, such as AX 2009, AX 2012, and Dynamics 365. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer. Although his strengths are rooted in X++ development, he is a highly regarded developer and expert in the technical aspects of Dynamics AX development and customization. He has also worked on base product development with the Microsoft team. He was awarded the Most Valuable Professional (MVP) award from Microsoft for Dynamics AX four times in a row, and he has held this title since 2013. He shares his experience with Dynamics AX on his blog: Axapta V/s Me Deepak has also worked on the following Packt books: Microsoft Dynamics AX 2012 R3 Reporting Cookbook Dynamics AX 2012 Reporting Cookbook Microsoft Dynamics AX 2012 Programming: Getting Started

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