PowerView Reports/Dashboards with Microsoft Dynamics AX

Hi everyone,
Does anyone know the best way to integrate PowerView dashboards directly into Dynamics AX? From all the research I've gathered, it seems it can only be done by created the PowerView in SharePoint online (which requires a lot of software and set up), which
allows you to create an .rdlx file that can be displayed in a role center. 
I've heard that Microsoft is moving away from using the SharePoint version of PowerView in order to support and promote the cloud version - Office 365. Are there any insights on using Power BI for 365 with Dynamics AX?

Anybody have a suggestion for Poetic?
Poetic, I don't think this is currently possible (embedding). But it's good feedback.
Please send the feedback directly to the team via the Smile/Frown button in the UI.
Thanks!
Ed Price, Azure & Power BI Customer Program Manager (Blog,
Small Basic,
Wiki Ninjas,
Wiki)
Answer an interesting question?
Create a wiki article about it!

Similar Messages

  • Crystal reports 10 with Microsoft Dynamics (RMS)

    how can I use Crystal Reports 10 with Microsoft dynamics Retails Manegment System (RMS)
    how can I connect to the database to generate reports???
    please help me in details as you can
    thank you very much

    Hello,
    From the looks of things on MS web site about this product it appears it uses MS SQL Server. You should be able to create CR reports off of that DB using either ODBC or OLE DB. What tables to use I have no idea so you'll have to browse the database tables.
    To do so using OLE DB create a new report and select OLE DB and then select the server name where the MS server is installed, log in and then you'll be able to see the databases and tables. From there you are on your own.
    To use ODBC, Open the ODB Administrator in Control Panel and clcik on the System DSN tab and add a new DSN. Select MS SQL Server and the driver, enter in the log on info and select the default database.
    For more info I suggest you search Microsofts Forums on which database and tables to use.
    Thank you
    Don

  • ECC 6.0 integration with Microsoft Dynamics CRM

    Hi All
    I am working on a ECC 6.0 integration with Microsoft Dynamics CRM. I need to send the customer master data, va01/va02, vl01n/vl02n/ vf01/vf02 to CRM system. One option I have is to send in the form of IDOC with TRFC - TCP/IP. But looks like this needs a middleware like Biztalk.
    Is there a way I can send this data using a Internet service in ECC 6.0 ??? As this would cut the cost of the Biztalk.
    I really appriciate your thoughts on this. We don't have XI either.
    Thanks a lot
    Van

    HI Van Dan Jan,
    We have just implemented integarion of SAP with Microsoft stack (Microsoft CRM, Share point and Axapta), But in all integration BizTalk as a middleware used.
    There is two way requirements :
    1. whenever Most of the control are at the Microsoft level like : Customer creation, Creation of orders, which need to be synchronus activity we have used RFC which internally calls BAPI. (So SAP adapter Configured at BizTalk). and whenever Biztalk receives request file from CRM or share point to there location they call SAP RFC's.
    2. When DATA is needed from SAP to microsoft stack like to syncronize the missing transaction like customer pad and all.
    Scheduled job at BizTalk end which call SAP to get the DATA via RFC mode :
    In SAP we have two things
    1.  if DATA size is small (below 2 MB) like  in last 1 hrs what are the sales contract created in SAP that need to updated in Microsoft other system than Biztalk will trigger a job at 1 hr interval or on deemand to get the detail which directly we pick from data base or using BAPI to get the detail via RFC.
    2. If Data Size is large (more than 2 MB)  like total transation happened in a day for all customers: then we wriiting the data in OS or application server  and that job also get initiated from Biztalk end by sending any parameter to SAP.
    advantage of using BizTalk is most of the control you can give it to them so they can run there job on deemand basis.
    There is a something known as web service we can use to avoid Interfacing tool, but I dont have much Idea about that,
    and  please check how many interfacing point is there with SAP in your project, because if Interfacing points are more then I think it is not good to write a web services for so many things.
    do let me know if you need further information.

  • ActiveXViewer with Microsoft Dynamics VBA

    Post Author: rrau518
    CA Forum: General
    I'm looking for help and any suggestions.
    On our staging server I have a Dynamics VBA script that opens the ActiveXViewer (version 10) and displays a CR report (written in version 11) connected to SQL Server 2000 via ADODB connection and report objects.  Works like a dream!
    Having trouble deploying to production server.  As far as we know the environments are identical.  We are getting the 'Invalid TLV record..." error message which we have learned is a typical environment mismatch message.  I have investigated the error and found it not to be with the viewer.  It seems to be related to the Crystal Reports Designer Library 10 (craxdrt.dll).  The TLV error displays as my code instantiates the CR report object that I associate with the viewer to display my Crystal report (.rpt). 
    I have checked the registrations in both evironments.  In production the crqe.dll will not register - it does in staging.  I get an error message stating the LibraryLoad "failed - The specified module could not be found."  I then deployed the cxlib-1-6.dll to the system32 directory in production.  I tried again to register the crqe.dll but now recieve a message that it failed to load because "no registration information found."
    Can anyone suggest how I might get this crqe.dll to load?  I would appreciate any suggestions.  Thanks to all.
    Rodney Rau

    Hi Chris,
    Microsoft Dynamics AX provides a model-based approach for creating reports by providing project templates and modeling tools that are incorporated into the Microsoft Visual Studio development environment. The reporting features provided by Microsoft Dynamics
    AX are based on a tight integration with SQL Server Reporting Services.
    You can use the predefined Dynamics AX data source, which connects to the Microsoft Dynamics AX application database. Or, you can define an external data source to retrieve data from a different location. More details information about
    Walkthrough: Creating a Report from an External Data Source [AX 2012]
    More details information in below article for your reference:
    Creating Reports for Microsoft Dynamics AX in Visual Studio
    https://technet.microsoft.com/en-us/library/dd361996.aspx
    If you still want to know more information about how to use XML as datasource, please take a look at below article:
    XML Connection Type (SSRS)
    If you still have any problem, please feel free to ask.
    Regards,
    Vicky Liu
    Vicky Liu
    TechNet Community Support

  • Adobe EchoSign Announces Completely New Integration with Microsoft Dynamics 2013

    The release of the EchoSign for Microsoft Dynamics 2013 integration is now available.
    Dynamics 2013 is Microsoft’s latest CRM product. The version of Dynamics sports a brand new UI and a complete redesign. Microsoft has also been updating their CRM Online customers fairly aggressively to this new version. The EchoSign integration for Dynamics 2013 follows our integration philosophy of enabling the full functionality for sending, tracking and managing EchoSign transactions from within native environment. The Dynamics 2013 integration includes:
    • Ability to send documents directly from within Leads, Opportunities, Contacts, and other Microsoft Dynamics entities including custom entities
    • Real-time status tracking of EchoSign transactions with visibility to EchoSign events in the Dynamics Activity Feeds
    • Automatically merging data from Microsoft Dynamics fields into contracts, and push data from signers back to Dynamics fields
    • Ability to attach invoices or custom reports and send them for signature. This allow dynamic generation of documents and forms using the native Microsoft capability and be able to leverage that within our integration
    • Record and store the signed agreements and the audit trail that capture each step in a contract’s history

    The release of the EchoSign for Microsoft Dynamics 2013 integration is now available.
    Dynamics 2013 is Microsoft’s latest CRM product. The version of Dynamics sports a brand new UI and a complete redesign. Microsoft has also been updating their CRM Online customers fairly aggressively to this new version. The EchoSign integration for Dynamics 2013 follows our integration philosophy of enabling the full functionality for sending, tracking and managing EchoSign transactions from within native environment. The Dynamics 2013 integration includes:
    • Ability to send documents directly from within Leads, Opportunities, Contacts, and other Microsoft Dynamics entities including custom entities
    • Real-time status tracking of EchoSign transactions with visibility to EchoSign events in the Dynamics Activity Feeds
    • Automatically merging data from Microsoft Dynamics fields into contracts, and push data from signers back to Dynamics fields
    • Ability to attach invoices or custom reports and send them for signature. This allow dynamic generation of documents and forms using the native Microsoft capability and be able to leverage that within our integration
    • Record and store the signed agreements and the audit trail that capture each step in a contract’s history

  • Does Eloqua Integrate with MicroSoft Dynamics CRM 2013 and or 2015

    We are planning to upgrade from Dynamics CRM 2011 to 2013 or 2015.  I cannot find information to confirm Eloqua will integrate with the newer versions of Dynamics CRM.  I 'hear'  Eloqua will integrate with 2013. Does anyone integrate Eloqua with Dynamics 2013 or 2015?

    Hello-
    We actually integrate with MS Dynamics, both 2013 and 2015 versions and would gladly help you.
    Feel free to visit our website for more info: www.putitforward.com/omc
    Here's a video on our YouTube channel about MS Dynamics 15 to Eloqua integration.
    Hope this helps!
    If you have any additional questions, let me know and I'll send you more info.

  • Microsoft Dynamics CRM 2011 issues with Safari 7 in Mavericks

    Is anybody having issues with Microsoft Dynamics CRM 2011 and Safari 7 on Mavericks? For me, it constantly crashes and Safari shows me a message, telling me that there was a problem with the webpage, and has been reloaded. This is constant, and I can not work. Someone?

    Same here.

  • Helix and Microsoft Dynamics - performance question

    Dear all,
    I'm testing Lenovo Helix to work with Microsoft Dynamics CRM. A strange issue has occured during test: when the tablet is working on WiFi, MSD performance can be a bit sluggish. In the airplane mode, MSD gets a boost performing way better than when connected to the internet.
    I have been browsing the internet for a while now and cannot find any explanation on this but found nothing. Don't know if the issue is tablet-related or MSD-related.
    Thanks in advance for your help.
    Kind regards,
    Pawel

    I am assuming you are using MS CRM through outlook, not the browser.
    So when you switch of your internet connection and have the offline client installed, it will revert to offline mode. Which can be faster because of:
    1. Data is not traveling over the network, only to a local web server on your machine
    2. The amount of data/plugins etc. you have localy is probably much lower, based on how you setup your offline filters
    Try pinging the MS CRM server and see what the latency is. If it's higher than say 100ms this might be the cause of performance degredation. Of course it depends a lot on the implementation. If you have a lot of client side scripting / SL web resources which communicate with the server, the  connection speed (latency) between you and the server will matter a lot.
    In general if you are having performance issues with the Helix check what speed the CPU is running at. This machine, among other issues, has a tendency to get stuck at 0.6-0.8 GHz and not get any higher, which has a massive impact on performance.
    This especially happens when you allow it to run out of battery juice (like keeping it at sleep for a longer period).
    Solution is to do a hard reset of the tablet and the base through the small holes near the power ports.

  • Generating a report in dashboard with live office connection(3.0 version) ?

    Hi,
    iam generating a report in dashboard with live office connection(3.0 version)  but when iam trying to set parameters the refersh button & modify button are disable. how to overcome from this issue?
    Regards,
    Mahendra

    Hi Mahendra,
    Confirm if you are getting the same issue outside Xcelsius  i.e in the Microsoft Excel.
    Try refreshing the Live office objects in MS excel using the option "Refresh all objects "and then import  .xls it in Xcelsius.
    Regards,
    Noopur

  • Fetch-Xml based report (to count User Access in the last 6 months ) for Microsoft Dynamics CRM Online

    Hi,
    I have created a User Access report for CRM on-premise using SQl query in the following format. One row corresponds to one user in organization. Currently, I am using Microsoft Dynamics CRM Online trial version and have two users in my organization.
    I want to the same report for CRM Online environment. Only Fetch-Xml based custom reports are supported by CRM online environment hence this SQL query cannot be used.
    I have already written fetch-xml query to retrieve user access records ("audit" entity records) in "last-x-months" (where x = 1,2,3,4,5,6) as below.
    I am able to retrieve the records with "last-x-months" condition at a time, for example, the last-2-months  in my fetch-xml query only.
    For, example, when I retrieve the records in the last-2-months, it also includes the records in the last month. I want to count the records in the 2nd month only that is the difference between these two. The difference will be my 2nd column.
    Similarly, I want the other columns.  
    For the case in the above example, I have created the two separate datasets to get the record-count for the last month and last-2-months. But, I am not able to use the two datasets in the same table in my report and hence not able to calculate the difference.
    Is there any way to solve this problem?

    Hi,
    I have modified my Fetch-XML query to retrieve all the required User Access records and removed aggregation and counting and grouping from the query as well. Did grouping and counting in SSRS. Now the report works fine as shown in the above picture.

  • Problem showing BI Publisher Report in Dashboard with Prompt

    Hi,
    I've created a BI Publisher report using BI Answer as data source. For getting some xml files for building the rtf Template I've set my filter datas to fixed values.
    I've created my dashboard with my BIP report and a query from BI Answer.
    All was shown correctly now. Now I've also implemented a prompt setting my filter datas.
    The BI Answer part is still shown correctly, but my BIP report shows the following error:
    Odbc driver returned an error (SQLExecDirectW).
    What's wrong??? Please help ...
    Thanks
    chrissy

    I think I know why it is not working ...
    I've 7 BI Answer queries for getting all the required datas for my report.
    So I have 7 data sets which I've set to concatenated data-soruce in BI Publisher. Normally parameters and LOVs are disabled, when BI Answer is used for data set, but it isn't anymore when data source is concatenated and so don't use anymore my prompted values ...
    How can I use concatenated data source in BIP with prompted values???
    If this isn't possible I#m back to one of my other threads ...
    BI Answer: Calculation after Total
    thanks
    chrissy
    Message was edited by:
    chrissy

  • Error while installing the Microsoft Dynamics CRM 2013 Report Authoring Extension set up

    HI Experts,
    I am trying to install Report Authoring extension tool to work with MS CRM 2015 online reports but unable to install, getting below error even though I am having VS 2013, SQL Server 2014 and Data tools for VS 2013 installed on my machine.
    Please help me to fix this issue.
    When I double click the error getting below error.
    Error : Business Intelligence Development Studio is not installed for Microsoft SQL Server Reporting Services.
    When I click the details , getting below error.
    Thanks
    Baji Rahaman

    The Report Authoring Extensions (any version) don't support VS 2013. Currently the Crm 2015 Report Authoring Extensions support VS 2012 and VS 2010, and the Crm 2013 Report Authoring Extensions supports only VS 2010.
    By the way, the error you posted suggests you're trying to install the Crm 2011 Report Authoring Extensions
    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

  • Error while uploading report in Microsoft Dynamics CRM Online

    I have created a report using fetch-xml query for Microsoft Dynamics CRM Online. In this field, I have created a custom enity which has "Last Accessed Date Time" field of type "DateTime". This field stores the value in GTM. I am retrieving
    the value of this field using fetch-xml query. Also, I want to calculate the difference between the current DateTime and the value (in the locale and not in GMT) of this field in "Hours Minutes Seconds" format. I
    have written an expression for the same in reportas follows.
    (IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT(((((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
    DateTimeKind.Utc).ToLocalTime(), DateTime.Now)))/60)) / 60), 0))
    & "Hours"&
    (IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT((((DateDiff(DateInterval.Second,DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
    DateTimeKind.Utc).ToLocalTime(), DateTime.Now)))/60) Mod 60), INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60)))
    & "Minutes" &
    ((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), 
    DateTimeKind.Utc).ToLocalTime(), DateTime.Now)) Mod 60)
    & "Seconds"
    This works fine in visual studio. But, when tried to upload the same report in CRM Online organization, it gives the following error.
    Any idea how to solve this issue?

    I have found the following useful link-
    - support.microsoft.com/.../en-us
    The error occurred because I have used some functions("Int", "DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime()") in my ssrs report which are not supported by CRM Online., though
    it works fine in visual studio.

  • MCTS 70-466 Implementing Data Models and Reports with Microsoft SQL Server 2012

    I am searching for training kit for Exam 70-466 (Implementing Data Models and Reports with Microsoft SQL Server 2012) but I think is not published yet. I was expecting its release in Jan or Feb 2014. Would any one can tell me its release date or any place
    where I can find this book.
    Thanks
     

    Hi Azhar lqbal Gondal,
    According to your description, since the issue regards training and certification,
     I suggest you post the question in the Learning forums at
    http://social.technet.microsoft.com/Forums/en-US/home?category=learning. It is appropriate and more experts will assist you. If you have a specific technical question about Microsoft SQL Server,
     you can visit and post your question on  the SQL Server Forum.
    There is some detail about Exam 70-466 Implementing Data Models and Reports with Microsoft SQL Server 2012, you can review the following articles.
    Exam content can be found here:
    http://www.microsoft.com/learning/en-us/exam-70-466.aspx
    http://borntolearn.mslearn.net/certification/database/w/wiki/525.466-implementing-data-models-and-reports-with-microsoft-sql-server-2012.aspx#fbid=Mn-t6aRhs-H
    Regards,
    Sofiya Li
    Sofiya Li
    TechNet Community Support

  • Anyone have a single report or dashboard with proposals / projects together

    While doing portfolio rationalization, we are seeking a single report or dashboard with proposals / projects together. We need to know what our planning horizon looks like based on our active projects along with the proposals. Does anyone have suggestions on an integrated solution?

    I just posted the S-Curve_Report_V2.xls to the Documents folder.

Maybe you are looking for