Dynamics 365 Business Central: Bringing It all to Sharepoint

Dynamics 365 Business Central: Bringing It all to SharePoint

We're going to get out of Power Bi sort of and go into SharePoint new app in the stack. Again we have the cloud and we have Business Central and we get Power Bi and we have something called SharePoint I'm just going to preview that SP, so what we want to do now is we’ll take what we've done in Power Bi and we want to publish that into SharePoint, so that people that are on the intranet can take a look at the information coming from Power Bi and refresh that. Remember the data is coming from Business Central and it's actually coming from Excel as well, so we have this interaction of Business Central excel going into Power Bi, the data is being modeled and then visualized in SharePoint, where the user can log in and see what's going on.

Now that we've sort of fixed this table here to show the data that we wanted to see, we would like to publish this data somewhere and I already talked about publishing it on the Power Bi app so you can see it there, but it would be nice to publish it on the internet or rather the intranet using SharePoint so let's take a look at how that works.

First I have to click publish here to publish it to the cloud, so I've done the work inside Power Bi desktop and I want to just publish it to the University test workspace in the cloud. I'm just going to replace what I have there and it brings all of this work that I've done up to the cloud, so if I go into the cloud, and I click on University test reports, I've saved this as coffee mug test click on that and now I have it in the clouds so this is available to me. If I go to SharePoint, since I'm part of office 365, I have all of these different apps that I can work with, and one of them is SharePoint, and SharePoint if you haven't heard of it before it's an intranet for your company, so your company can log in and take a look at published things like you know HR manuals and you know employee handbooks marketing materials stuff like that.

In this case, we would like to share how much inventory we have on hand both at the vendor and in our ERP system for anyone who's in the company and they don't have to go into Business Central to do this, so how to do we do that? We go into Power Bi and this report, I would like to show this report in SharePoint. I go into file and embed link for SharePoint Online and it gives me this link, so this is the report link that I need to plug it into SharePoint, you know wherever I want it, so here I'm going to pick this link up and copy.

I go into SharePoint I would like to create a new site where I'm going to put this link, so I create site up here, it's going to be a communication site and we're going to call it total inventory and pick a black site so it's just nothing there otherwise we'll come up with all kinds of templates finish and it creates a new site that I can now share for all my employees. In here we would like to edit this, let's go ahead and hit edit and I can add parts into this page, so there's this plus sign, so I click on adding apart and I get all kinds of parts and I can put in and one of them is Power Bi. Click on that and then it says well you want to put a report in here?  Yes, add a report and then ask for the link so I'm just going to paste the link and it should just detect that. Just page one is the page we wanted its displayed here, actually let's put it on 69 that's good and then we just go ahead and save and close.

Now I have this SharePoint site which is called total inventory, where people can log in and they will see this report and this report will update whenever we refresh the data, so we have published the total inventory for all our items on SharePoint, the internet site, which we can actually share also with people outside the company.