Dynamics 365 Business Central

Outlook integration, setting up reports layout and embedding Power BI reports in Business Central

Version - Microsoft Dynamics Business Central Online
Client based in - South Africa

The Challenge

  • Creation of customized report layouts
  • Setup of price groups, different clients with different pricing or tiers
  • Outlook & Business Central Sync
  • Embedding Power BI reports in Business Central

The Solution

Customer required layouts for reports for example sales orders, quote, and purchase order. This goal was achieved by creating custom report layouts and then exporting those layouts to the Business central.

Different price groups were set by the team members for the ease of the user for different types of clients. Customer Price Group was used to group together customers for pricing purposes. Wholesale customers were grouped together and were given wholesale price instead of normal unit price whereas special customer was grouped together and was given a special discount on different products. Rest of the customers was grouped together and was given a normal unit price. The whole process was achieved by setting up Customer Price Group and then assigning Customer Price Group to the customer in the customer Card.

Mailbox was configured with the Business central so that one can receive mails on Outlook.

To embed the Power BI reports in business central, we created a report in Power BI that was connected to the D365 Business Central. The Power BI report was published in the Power BI workspace. Then the Power BI report was integrated in the Business Central.