Installation & Setup

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. Log in to Dynamics 365 Business Central.

        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. Log in to Dynamics 365 Business Central.

        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/Evaluation.

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    3. Follow the Start 30 Day Trial/Evaluation 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. 

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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 OData URL parameter.

 

The OData URL is a connection to your Dynamics 365 Business Central system. It should look something like this: https://api.businesscentral.dynamics.com/v2.0/11111111-1111-1111-1111-111111111111/Production/ODataV4/


You can find the OData URL link in the connector app.

    a. Open the Power BI Insights Connector app.

    b. Copy the OData URL (click on the link three times and then select copy - just like Dorothy in the Wizard of Oz).

 
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    5. Paste the OData URL parameter.

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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. Log in to Dynamics 365 Business Central.

    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.

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.

IMPORTANT: Apps do not support row-level security. All users who have permission to access the Power BI apps will see all available data inside the app, even if they might not have permission to access the same data within Dynamics 365 Business Central. If there are multiple companies imported into the Power BI dataset, users will be able to access all the data for all companies. An alternative way to implement company-level security is to create separate Power BI Datasets for each company. We would love to offer you a free 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. Log in to Dynamics 365 Business Central.

    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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Investigate data refresh errors

 

To review refresh times and potential refresh errors, follow these steps:

    1. Open the Workspace and select Dataset > Settings

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    2. Choose Refresh History.

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    3. Here you will find the information on completed or failed data refresh times, including a description of errors.

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Power BI has a refresh timeout limit of 2 hours. Larger multi-million row datasets may not refresh within the available time. If this happens, contact our support.

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 30 min gap between each app refresh time, for example:

  • Sales Insights refresh time 12:30 am

  • Purchasing Insights refresh time 01:30 am

  • Inventory Insights refresh time 02:30 am

  • Finance Insights refresh time 03:30 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.