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Microsoft

Set up Microsoft Dynamics 365 Business Central for reporting

Microsoft via Microsoft Learn

Overview

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  • Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.

    By the end of this module, students are able to:

    • Manage report and document layouts.
    • Create and modify report or document layouts.
    • Implement report selections and manage saved settings for reports.
  • Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

    By the end of this module, students are able to:

    • Create Business Central web services that can be used as data sources in Power BI
    • View data in Power BI reports in Business Central
    • Enable business data for Power BI
    • Export business data to Excel

Syllabus

  • Change how documents look in Business Central
    • Overview of report and document layouts
    • Create and modify a custom report or document layout
    • Change which layout is currently used on a report
    • Define document layouts for customers and vendors
    • Implement report selections
    • Manage saved settings for reports
    • Set up printers
    • Exercise - Change the layout currently used on a report
    • Check your knowledge
    • Summary
  • Configure Business Central for Excel and Power BI
    • Create web services to link Power BI and Business Central
    • Add Business Central as a data source in Power BI
    • Create list data Power BI reports to display in Business Central
    • Configure Business Central apps in Power BI
    • Work with business data in Excel
    • Analyze, group, and pivot data on list pages using data analysis mode
    • Exercise - Create a Business Central web service to use as a Power BI data source
    • Check your knowledge
    • Summary

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