How to enable Microsoft PowerBI in NAV 2017?

Hi,

in this blog post, I’ll show how to configure Azure subscription and connect PowerBI API with Dynamics NAV 2017.

From NAV 2017 we have the possibility to view our PowerBI reports inside Microsoft Dynamics NAV 2017 role tailored client. With this integration, we have possibilities to see data from other sources which are available in PowerBI in graphic format and match them with data and results from Dynamics NAV 2017.

If we use RTC and Web Client we need to create separate Application for each client.

The first step is log in with Office 365 account into Azure portal https://portal.azure.com on which you have PowerBI account.

Next step is to find App registration under Azure Account Directory

After that, we need to create new API for PowerBI which we will connect with our Dynamics NAV 2017.

In a new window, we need to provide Name and Sign-on URL for Dynamics NAV 2017 with OAuth  property which will under Assisted setup window in NAV 2017.

In NAV Go to Departments –> Administration –> Application Setup –> General –> Assisted Setup and choose Set up Azure Active Directory.

On first Setup Azure Active Directory window click Next

On next window, you will see 2 links
Home Page URL: address for your NAV web client

Reply URL: OAuth URL which we need for Sign-On URL in Azure.

Copy Reply URL and paste to Sign-On URL in Azure portal. It has syntax like http://servername/InstanceName/WebClient/OAuthLanding.htm

If we want to use the web client for Dynamics NAV 2017 then we need to choose Web app / API under Application Type, if we want to use PowerBI inside RTC client then we need to choose Native Application Type.

click Create in the bottom of

Now you need to add PowerBI service to an app.

Click on a newly created application and then on “Required permission” on Azure portal.

Now we need to provide required permission to PowerBI Service.

and choose PowerBI Service

and provide permission for PowerBI Service after which you need to click on Select

Confirm all changes with Done and return to Settings window and click on Keys to create new key

Enter name for key, duration and click on Save.

When you click on save, do not go to another window because the key will become hidden. When a key is saved copy it to notepad.

Now go to Registered App and copy Application ID to notepad also.

In Setup Azure Active Directory window copy Application ID to Application ID, and Key to Key field.

Click on Next and Finish.

Next step is to Authorise Azure service – return to Sales Order Processor Role Tailored Client and in PowerBI Reports page part click on Get Started with Po..

In Azure Active Directory Service Permission click on Authorize Azure Services which will open login.windowslive.com web page where you need to enter your Office 365 account and allow access to your account.

When it is all ready you will find your PowerBI reports under Select report.

Click on Edit List and put Check mark for the report which you want to see in NAV, and confirm with Click on OK.

 

That’s all for How to enable PowerBI inside Microsoft Dynamics NAV 2017.

Br,

Renato.