Installation

Our apps can be installed in five simple steps!

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Step 1: Install the Connector App

 

    1. Open the Power BI Insights Connector in AppSource.  

Microsoft AppSource Business Central Insights

    2. Choose the Free trial button

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    3. Enter your name and company information and click Continue.

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    4. Choose the environment and select Install.

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    5. Choose Language and click Install. It can take a few minutes for the installation to be completed.

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    6. Once installed, the app will be visible in the Extensions Management screen.

        a. Sign in to Business Central at https://businesscentral.dynamics.com/

        b. In the Tell Me box, enter Extension Management.

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    If the Power BI Insights Connector App is not shown, check the app installation status.

    7. Open the Power BI Insights Connector App.

        a. Sign in to Business Central at https://businesscentral.dynamics.com/

        b. In the Tell Me box, enter Insights Connector, and then click on our app.

 
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Step 2: Start your free trial

 

    1. Open the Power BI Insights Connector app. The connector app connects your business data with our Power BI Apps.

    2. Select Start 30 Day Trial.

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    3. Follow the Start 30 Day Trial instructions.  

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To buy a subscription (after 30 day trial expires), open the Power BI Insights Connector app and select Buy Subscription. 

Our apps are available for a low monthly subscription, offering an instant return on investment. There are no lock-in contracts and you can cancel at any time.

 

Please find more information here.

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Step 3: Install Power BI Apps

 

    1. Open the Power BI app in AppSource.

Microsoft AppSource Business Central Insights

    2. Click on the Power BI app you would like to install and click Get it now.

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    3. Enter your name and company information and click Continue.

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    4. Click Install.

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Step 4: Connect your data and refresh

 

Each app will install its own Power BI app workspace. For example, the 'Business Central Sales Insights' app will have a dedicated 'Business Central Sales Insights' workspace.

Recommendation: Only the Power BI administrator should have access to the workspaces. In the workspace, you will configure automatic refresh times, as well as administer access to the Power BI apps. End users should not have permissions to access the workspace. End users should only access Power BI apps. You can find more information about Power BI workspaces here.

    1. Sign in to Power BI.

    2. Select Workspaces menu and open the app workspace.

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    3. Choose Connect your data.

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    4. Get the Environment parameter.

 

You can find the Environment parameter in the Power BI Insights Connector app. 

 
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    5. Fill in the parameters. 

 

Enter the Environment parameter as uppercase. 

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    6. Select the OAuth2 authentication method and click Sign in and connect.

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    7. Sign in with the account that has dedicated permissions to access data in Dynamics 365 Business Central system.

 

This account will be used by the Power BI service to connect to Business Central when refreshing its data.

 

To assign permissions in Business Central, follow these steps:

    a. Sign in to Business Central at https://businesscentral.dynamics.com/

    b. In the Tell Me box, enter Users and then click Users.

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    c. Open the User Card.

        The user account should have “EKNPBIINSIGHTS” and dedicated read (e.g. “D365READ”) permission sets assigned.

        The user account can be licensed with Dynamics 365 Business Central Team Members.

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    8. After you’ve successfully signed in with the Business Central user account, the dataset refresh will start automatically! Happy days!

To review data refresh times and potential refresh errors click here. If the error message is:

  • The key didn’t match any rows in the table', then click here.

  • Time out expired’, then click here.

Data is usually refreshed once a day, but if you would like to set specific times (up to 8 times per day), click here.

Step 5: Share Apps with colleagues

 

    1. Sign in to Power BI.

    2. Select Workspaces menu and open the app workspace you require.

    3. Select Update app in the top right corner.

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    4. Select the Permissions tab and add users or user groups that can access the apps.

Select Install this app automatically so that the app will be installed for the selected users.

If Install this app automatically is greyed out you will have to enable it in the Admin Portal.  

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    5. Select Update app.

    6. Setup Row-Level Security (RLS)


If the user can access all the data in Power BI, all you need to do in this step is assign the user to a Full Access role. See Step 2: Assign Members to a Role in the Power BI service


If you would like to restrict data access for a particular user and implement row-level security (RLS), follow the instructions here.

We would love to offer you a free Row-Level Security session over Microsoft Teams where we can assist you to set this up and answer any questions you may have. Click this link to your session now.

Installation Troubleshooting

Check if Power BI Insights Connector app has been installed successfully

 

To view the installation progress, follow these steps:

    1. Sign in to Business Central at https://businesscentral.dynamics.com/

    2. In the Tell Me box, enter Extension Management.

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    3. Select Manage > Deployment Status.

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    4. Make sure that the Status is Completed. To see the details click on the Power BI Insights Connector link.

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Schedule automatic data refresh

 

To setup and schedule automatic data refresh, follow these steps:

    1. Open the Workspace and select Dataset > Settings

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    2. Select Scheduled Refresh.

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Find more information about scheduled refresh here.

It is recommended to have at least a 1h gap between each app refresh time, for example:

  • Sales Insights refresh time 1:00 am

  • Purchasing Insights refresh time 2:00 am

  • Inventory Insights refresh time 3:00 am

  • Finance Insights refresh time 4:00 am

Enable Install this app automatically in Admin Portal 

 

If Install this app automatically is greyed out you will have to enable it in the Power BI Admin Portal.


    1. Sign in to Power BI.

    2. From the page header, select gear Settings icon > Admin Portal (or open Admin Portal via this link)

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    3. Select Tenant settings.

    4. Enable Push apps to end users.

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Enable this setup for users who will administer and install Business Central Insights apps.

When enabled, you will be able to share apps directly with end users without requiring installation.

Learn more about automatically installing apps for end users.