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    <title>Dynamics AX Business Intelligence</title>
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    <lastBuildDate>Sat, 28 Apr 2018 01:16:25 GMT</lastBuildDate>
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    <item>
      <title>How To: Viewing reports as PDF documents</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/how-to-viewing-reports-as-pdf-documents</link>
      <pubDate>Sat, 28 Apr 2018 01:16:25 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1605</guid>
      <description><![CDATA[OVERVIEW
This article describes alternate viewing options for document reports in Dynamics 365 for...]]></description>
      <content:encoded><![CDATA[<h2>OVERVIEW</h2>
This article describes alternate viewing options for document reports in Dynamics 365 for Finance &amp; Operations applications. The following scenario refers to the <b>Customer base data report</b>, however, these report management capabilities are enabled by default for most application solutions.

Network printing instructions initiated using D365 applications are managed by an asynchronous service. The performance of this operation is largely influenced by network activity, size of the document, number of active printer jobs, and other non-deterministic factors.  As a result, this Print Destination method is problematic for business operations that require rapid (i.e. &lt;30 second) document publishing.   To accommodate these scenarios, it is recommended that users render the document as a PDF file before sending it to a locally connected printer device.

Let's start out by running an application report. For instance: <b>[Accounts receivable &gt; Inquiries and reports &gt; Customers &gt; Customer base data report]</b>

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res01.png"><img width="784" height="482" class="alignnone wp-image-1615" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res01.png" /></a>

Unless over-ridden, the default <b>Print Destination </b>option for application reports is <b>Screen</b>.  The service produces an HTML rendering of the report as part of the user's interactive session. This allows users to take advantage of embedded links and non-paginated formatting.

<strong>Here's the output…</strong>

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res02.png"><img width="784" height="508" class="alignnone wp-image-1625" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res02-1024x664.png" /></a>

Viewing reports on <b>Screen</b> is recommended when using document reports to navigate the application. However, for companies where the preferred viewing option is PDF file, the D365 service platform offers options to change the default viewing experience for users.
<h3>VIEWING OPTIONS</h3>
Users may change the viewing experience when interacting with document reports using the Print Destination options provided in the report parameter dialog. Simply expand on the <b>Destination</b> section to update the viewing experience for the document report.

<strong>Here's a screen shot of the dialog….</strong>

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res03.png"><img width="784" height="507" class="alignnone wp-image-1635" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res03-1024x663.png" /></a>

<b>Note:</b> these settings will be applied the next time you run the application report.

After running the report, you'll be prompted to download the PDF file to your local device using your browser. Many browsers offer user the option to automatically open PDF files in another tab window.

<strong>Here's the same report as a PDF file…</strong>

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res04.png"><img width="784" height="508" class="alignnone wp-image-1645" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res04-1024x663.png" /></a>
<p style="margin: 0in;font-family: 'Segoe UI';font-size: 10.5pt">For more details, we have a walk-thru available that describes the <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2018/04/25/viewing-reports-using-non-interactive-options/">viewing reports using non-interactive options</a>.</p>

<h3>ADMINISTRATOR OPTIONS</h3>
<p style="margin: 0in;font-family: 'Segoe UI';font-size: 10.5pt">For organizations that prefer to print using locally connected devices, it’s recommended that they render documents as PDF files instead of HTML (e.g. screen).  This will allow for direct access to printers directly connected to the user's client device.  We've introduced a new Legal Entity configuration setting for businesses that prefer interacting with PDF files rendered by the D365 service.  It’s available under <strong>[Organization administration &gt; Organizations &gt; Legal entities].</strong>applications.</p>
<b>Here's a screen shot....</b>

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res05.jpg"><img width="665" height="370" class="alignnone size-full wp-image-1655" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/View_as_pdf_res05.jpg" /></a>

Select the “PDF File” option to switch the <i>default</i> document rendering experience for document style reports. This setting establishes the default viewing experience for users when accessing document reports in the D365 applications.

<b>Note:</b> this Legal entity configuration option does NOT override the user’s previous settings where present.]]></content:encoded>
    </item>
    <item>
      <title>Viewing reports using non-interactive options</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/viewing-reports-using-non-interactive-options</link>
      <pubDate>Wed, 25 Apr 2018 21:39:36 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1525</guid>
      <description><![CDATA[TARGET - Microsoft Dynamics 365 for Finance &amp; Operations

The following article walks the...]]></description>
      <content:encoded><![CDATA[<b>TARGET -</b> Microsoft Dynamics 365 for Finance &amp; Operations

The following article walks the reader through the process of running document style reports produced by Dynamics 365 applications using a background task. This is a great option for users that often finding themselves waiting for reports to render. By utilizing a background task to manage long-running reports, users are able to continue performing other activities while the service prepares the documents on the user's behalf.

The following scenario discusses the <b>Customer base data report</b>, however, these report management capabilities are enabled by default for all document style application reports.

Let's start out by running an application report for instance <b>[Accounts receivable &gt; Inquiries and reports &gt; Customers &gt; Customer base data report]</b>

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-default-state.png"><img width="525" height="323" class="alignnone wp-image-1535" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-default-state-1024x629.png" /></a>

<b></b><u></u><span style="color: #000120"></span><span style="background-color: #bfe6ff"></span>Unless over-ridden, the default <b>Print Destination </b>option for application reports is <b>Screen</b>. This returns an HTML rendering of the report as part of the user's interactive session. However, for scenarios where a non-interactive session is preferred, the Dynamics 365 for Finance &amp; Operations platform offers users the option to render reports using a background thread.

<a href="https://youtu.be/3dTVZW6AxgM">Click here</a> for 3-minute demonstration of the steps outlined below.

Now, let's run the same report again. This time let's utilize a background task to assume responsibility for rendering the document with the parameters supplied by the user. In preparation, click on an application link used to access the report parameter dialog.

Step #1) Create the non-interactive session for the report
<ul>
 	<li>In the report parameter dialog, expand the <b>Run in the background </b>section</li>
 	<li>Set the <b>Batch processing </b>flag to <b>Yes</b></li>
 	<li>Update or take note of the <b>Task description</b> used to identify the operation</li>
</ul>
<a href="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-1.png"><img width="525" height="323" class="alignnone wp-image-1545" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-1-1024x629.png" /></a>

Step #2) Update the print destination settings
<ul type="disc">
 	<li><span>In the report parameter dialog, expand the</span><span> Destination</span><span> section </span></li>
 	<li><span>Select from </span><span>Archive, Printer, or Email </span><span>options</span></li>
</ul>
<a href="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-2.png"><img width="525" height="300" class="alignnone wp-image-1555" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-2-1024x586.png" /></a>

<b>Note:</b> In case you're wondering, the service prevents users from rendering report to <b>Screen or File</b> when running in the background.

Step #3) Monitor the progress of the background task (Optional)
<ul>
 	<li>If you have sufficient permissions in the system, you can check the status of the Batch job</li>
 	<li>Use the Batch Job form <b>[System administration &gt; Inquiries &gt; Batch jobs]</b></li>
 	<li>Search for the background task using the <b><i>Task description</i></b> from step #1</li>
 	<li>Verify that the background task is complete</li>
</ul>
<a href="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-3.png"><img width="525" height="300" class="alignnone wp-image-1565" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-3-1024x586.png" /></a>

Step #4) Retrieve the document from the Print Archive
<ul type="disc">
 	<li><span>Locate the background task using the </span><span>Print archive</span><span> form </span><span>[Common &gt; Inquiries &gt; Print archive]</span></li>
 	<li><span>Select the document from the list and then click on the </span><span>Print preview</span><span> button to access the report</span></li>
</ul>
<a href="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-4.png"><img width="525" height="301" class="alignnone wp-image-1575" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-4-1024x586.png" /></a>

<strong>Reminder - </strong>the service prevents users from rendering the report to <span>Screen &amp; File</span> when running in the background.

<a href="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-5.png"><img width="525" height="314" class="alignnone wp-image-1585" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/04/Customer-report-step-5-1024x613.png" /></a>]]></content:encoded>
    </item>
    <item>
      <title>How To: Upgrading Document Routing Agents</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/how-to-upgrading-document-routing-agents</link>
      <pubDate>Thu, 15 Feb 2018 05:25:39 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1485</guid>
      <description><![CDATA[The Platform Update 12 Release includes a number of significant enhancements in components used to...]]></description>
      <content:encoded><![CDATA[The <b>Platform Update 12 Release</b> includes a number of significant enhancements in components used to deliver network printing capabilities for Dynamics 365 for Finance &amp; Operations <span style="float: none;background-color: transparent;color: #333333;cursor: text;font-family: Georgia,'Times New Roman','Bitstream Charter',Times,serif;font-size: 16px;font-style: normal;font-variant: normal;font-weight: 400;letter-spacing: normal;line-height: 24px;text-align: left;text-decoration: none;text-indent: 0px">applications</span>.  These updates include a re-imagined print job queue management solution that provides customers with a more robust service capable of scaling to satisfy the needs of enterprise deployments. Although, the Cloud service is backwards compatible with existing deployments of the Document Routing Agent (DRA), it is highly recommended that customers upgrade servers used to host the DRA to align with version of the Cloud service.

Failure to upgrade existing installments of the Document Routing Agent to PU12 or later may result in the following:
<ul>
 	<li>Observable performance degradation in the Dynamics 365 for Finance &amp; Operations applications</li>
 	<li>Potential loss of documents associated with orphaned print jobs</li>
 	<li>Inconsistent handling for printed documents with custom margins</li>
</ul>
IT Admins must perform the following steps on each domain resource used to host a Document Routing Agent for Dynamics 365 for Finance &amp; Operations.

<b>Getting started…</b>

To continue running the Document Routing Agent as windows service, you'll need both the user name and password of the domain account used to run the service. This information must be available after completing the upgrade process. The active service account information can be accessed in the open “Services” window and find the “Microsoft Dynamics 365 Document Routing Service”.

<a href="https://msdnshared.blob.core.windows.net/media/2018/02/Services-dialog.png"><img width="660" height="461" class="alignnone wp-image-1495" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/02/Services-dialog-1024x715.png" /></a>
<h3><span>Step 1)</span> Uninstall existing Document Routing Agent (DRA)</h3>
Open the Programs and Features window, find <span style="float: none;background-color: transparent;color: #333333;cursor: text;font-family: Georgia,'Times New Roman','Bitstream Charter',Times,serif;font-size: 16px;font-style: normal;font-variant: normal;font-weight: 400;letter-spacing: normal;line-height: 24px;text-align: left;text-decoration: none;text-indent: 0px">Microsoft Dynamics 365 for Finance and Operations: </span><span>Document Routing</span>, and then click the <strong>Uninstall</strong> button

<a href="https://msdnshared.blob.core.windows.net/media/2018/02/Programs-and-Features-dialog.png"><img width="600" height="464" class="alignnone wp-image-1496" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/02/Programs-and-Features-dialog-1024x791.png" /></a>

During the uninstallation process, you'll likely be prompted with the following dialog…

<a href="https://msdnshared.blob.core.windows.net/media/2018/02/Uninstall-DRA-services.png"><img width="450" height="408" class="alignnone wp-image-1505" alt="" src="https://msdnshared.blob.core.windows.net/media/2018/02/Uninstall-DRA-services.png" /></a>

<span style="color: #800000"><strong>Important:</strong></span><span> select “Automatically close applications and attempt to restart them after setup is complete.”</span>
<h3><span>Step 2)</span> Now, reinstall the latest Document Routing Agent available in your deployment</h3>
Use the instructions provided <a href="https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/install-document-routing-agent">here</a> to download and install the latest version of the Document Routing Agent available with your subscription.]]></content:encoded>
    </item>
    <item>
      <title>Adding analytical reports to Dynamics 365 for Operations</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/adding-analytical-reports-to-dynamics-365-for-operations</link>
      <pubDate>Thu, 02 Nov 2017 18:24:28 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1445</guid>
      <description><![CDATA[INTRODUCTION
This article provides a walk-thru for Application Developers seeking to add an...]]></description>
      <content:encoded><![CDATA[<h2>INTRODUCTION</h2>
This article provides a walk-thru for Application Developers seeking to add an analytical report to a Dynamics 365 application.  For this scenario, we will extend the Reservation Management Workspace in the Fleet Management application to include a direct link to an analytical report authored against the Entity Store using Power BI Desktop.
<h2>OVERVIEW</h2>
Whether you are extending an existing application Workspace or introducing one of your own, analytical reports can be used to deliver insightful and interactive views of your business data.  The process for adding an analytical reports is broken down into the following actions:
<ul>
 	<li><b>TASK #1 - Add the PBIX file as a resource to your model</b></li>
 	<li><b>TASK #2 - Introduce a Menu Item to control access to the report</b></li>
</ul>
<h3>PRE-REQUISITES</h3>
<ul>
 	<li>Access to a Dynamics 365 developer environment running on Platform Update 8 or later</li>
 	<li>Analytical report (.PBIX file) authored using Power BI Desktop with a data model sourced from the Dynamics Entity Store Database</li>
 	<li><span style="color: #993300"><strong>IMPORTANT: </strong> </span>Use the steps described <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/accessing-analytical-workspaces-on-1box-environment/">here </a>to enable Analytical solutions in a 1Box environment</li>
</ul>
<b>Note: </b> For detailed instructions on authoring Analytical Workspaces &amp; Reports using Power BI Desktop take a look at the article <a href="https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/author-distribute-power-bi-reports">Authoring Analytical Workspaces &amp; Reports</a>.
<h2>WALK-THROUGH</h2>
<b>TASK #1 - Add the PBIX file as a resource to your model</b>

To begin, you'll need to author or obtain the Power BI Report to embed in the workspace.  For more information on creating analytical reports, review the <a href="https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-getting-started/">Getting started with Power BI Desktop</a> literature.

Use the following steps to add a PBIX file as an Operations Resource artifact:
<ul>
 	<li>Create a new project in the appropriate model</li>
 	<li>Select the Project in the <strong>Solution Explorer</strong>, then <strong>right + click</strong> and select <strong>Add &gt; New Item</strong></li>
 	<li>In the <strong>Add New Item</strong> form, select the <strong>Resource</strong> template under Operations Artifacts</li>
 	<li>Provide a <strong>Name</strong> to use when referencing the resource then click <strong>Add</strong><a href="https://msdnshared.blob.core.windows.net/media/2017/11/Add-Power-BI-Resource.png"><img width="814" height="469" class="alignnone wp-image-1456 size-full" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/11/Add-Power-BI-Resource.png" /></a></li>
</ul>
<ul>
 	<li>Now, locate the PBIX file containing the Analytical report definition and then click <b>Open</b><a href="https://msdnshared.blob.core.windows.net/media/2017/11/Select-a-Resource-file.png"><img width="782" height="376" class="alignnone wp-image-1446 size-full" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/11/Select-a-Resource-file.png" /></a></li>
</ul>
Now that you've added the file named <b>AnalyticalReport.PBIX</b> as a model resource called <b>'PowerBIReportName'</b>, you can begin adding menu items that reference the report.

<b>TASK #2 - Adding link to Analytical Report from Reservation Management Workspace </b>

Use the following steps to extend the form definition for the <b>Reservation Management Workspace</b>
<ul>
 	<li>Select the Project in the<b> Solution Explorer, </b>then<b> right + click </b>and select<b> Add &gt; New Item </b></li>
 	<li>In the<b> Add New Item </b>form, select the<b> Display Menu Item </b>template under<b> User Interface</b></li>
 	<li>Provide a name to use when referencing the report in X++ metadata then click<b> Add</b><a href="https://msdnshared.blob.core.windows.net/media/2017/11/Add-Menu-Item.png"><img width="800" height="519" class="alignnone wp-image-1465 size-full" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/11/Add-Menu-Item.png" /></a></li>
</ul>
<ul>
 	<li><b>Open</b> the <b>Menu Item designer</b> for the new item</li>
 	<li>In the <b>Properties </b>window, set the <b>Object Type </b>value to <b>Class</b></li>
 	<li>In the <b>Properties </b>window, set the <b>Object </b>value to <b>PBIReportControllerBase</b></li>
 	<li>In the <b>Properties </b>window, set the <b>Parameters </b>value to the name of the new <b>Resource (</b><b>note: </b>this item was created in Task #1 'PowerBIReportName')</li>
 	<li>Now, rebuild the project and open the application<a href="https://msdnshared.blob.core.windows.net/media/2017/11/Analytical-reports-via-menu-item.png"><img width="1024" height="528" class="alignnone size-large wp-image-1475" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/11/Analytical-reports-via-menu-item-1024x528.png" /></a></li>
</ul>
&nbsp;

You're done.  You can now access the Analytical Report directly using the new application menu item. Either add the Menu Item to an existing Application Menu or business logic to embed the solution into your application.]]></content:encoded>
    </item>
    <item>
      <title>Accessing Analytical Workspaces and Reports on 1Box environment</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/accessing-analytical-workspaces-on-1box-environment</link>
      <pubDate>Sat, 29 Jul 2017 19:04:30 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1395</guid>
      <description><![CDATA[INTRODUCTION
This article describes the process for enabling Analytical Workspaces &amp; Reports in...]]></description>
      <content:encoded><![CDATA[<h2>INTRODUCTION</h2>
This article describes the process for enabling Analytical Workspaces &amp; Reports in Dynamics 365 for Operations 7.2 Release on a 1Box environment.  This information is intended for partners, VARs, and ISVs that wish to showcase Analytical Applications using a 1Box environment.  As described in the <a href="https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/power-bi-embedded-integration?toc=/dynamics365/unified-operations/fin-and-ops/toc.json">Power BI Embedded Integration</a> article, the hosted service used to deliver embedded analytics is only available on High-Availability deployments.  The Power BI Embedded service is not configured for 1Box environments.  As a result, the embedded Analytical Applications only available in High-Availability environments.

The following describes a *<b>hack</b>* that can be used to access the Analytical Workspaces &amp; Reports on a 1Box environment.  To utilize this solution, you will need to deploy resources using the <a href="https://portal.azure.com">Azure portal</a> on your subscription including an Azure SQL Server Database Premium (P1) edition to host the Entity Store.  To keep costs at a minimum, be sure to turn on the Azure services only when needed.

<strong>Note: </strong> This configuration process an only be performed on a 1Box environment.  The service configuration settings are inaccessible in multi-box deployments.
<h2>OVERVIEW</h2>
In short, to access the Analytical Applications on a 1Box deployment, you'll need to deploy your own Power BI Embedded Service and Entity Store Database.  It's simple to do.  However, you'll need Administrative access to an Azure Subscription and a Dynamics 365 for Operations 1Box environment.

Essentially, this process includes the following steps:
<ol>
 	<li><a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/deploy-power-bi-embedded-service-for-dynamics-365-for-operations/"><b>Deploy the Power BI Embedded service on your Azure subscription</b></a></li>
 	<li><a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/deploy-azure-sql-server-for-hosting-entity-store-database/"><b>Deploy a SQL Database on your Azure subscription</b></a></li>
 	<li><a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/publish-the-entity-store-database-on-azure-sql-server/"><b>Publish the Entity Store database on your Azure subscription</b></a></li>
 	<li><a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/configuring-1box-to-enable-analytical-workspaces-and-reports/"><b>Configure the local 1Box environment to point at your Power BI Embedded service</b></a></li>
</ol>
Here's a screen shot of an Analytical Workspace in the Application Suite

<a href="https://msdnshared.blob.core.windows.net/media/2017/07/View-Analytical-Workspace1.png"><img width="1024" height="683" class="alignnone size-large wp-image-1396" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/View-Analytical-Workspace1-1024x683.png" /></a>

The first step, is to <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/deploy-power-bi-embedded-service-for-dynamics-365-for-operations/">Deploy the Power BI Embedded service </a>on your Azure subscription.]]></content:encoded>
    </item>
    <item>
      <title>Deploy Power BI Embedded Service for Dynamics 365 for Operations</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/deploy-power-bi-embedded-service-for-dynamics-365-for-operations</link>
      <pubDate>Sat, 29 Jul 2017 19:03:15 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1375</guid>
      <description><![CDATA[The following article guides you through deploying a Power BI Embedded Service using the Microsoft...]]></description>
      <content:encoded><![CDATA[The following article guides you through deploying a Power BI Embedded Service using the Microsoft Azure portal for use with a Dynamics 365 for Operations 1Box environment.  This is the first step in the process required to access <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/accessing-analytical-workspaces-on-1box-environment/">Analytical Workspaces and Reports</a> in a Dynamics 365 for Operations 1Box environment.

Major "Thanks" to Helmut Wimmer for co-authoring this content
<h2>What happened to the legacy Power BI Embedded product in Azure?</h2>
The Azure gallery item for Power BI Embedded has been renamed to <b>Power BI Workspace Collections</b>. The resource itself was called Power BI Workspace Collection and remained as is. "Workspace Collections" will denote the previous service in documentation and UI.  <b>Power BI Workspace Collections is on a deprecation path</b>.  Those who are already using "Workspace Collections" solution can continue to use it till <b>end of June 2018</b>.  New Power BI embedded solution has many new features, and Dynamics 365 for Operations will be shifting to the new service soon.
<h2>Service Availability</h2>
<h5>The Power BI Workspace Collection service is available in the following regions:<b>  </b><b>Australia Southeast, Brazil South, Canada Central, East US 2, Japan East, North Central US, North Europe, South Central US, Southeast Asia, UK South, West Europe, West India, West US  </b></h5>
<h3><b>Deploy the Power BI Workspace Collection in your Azure Subscription</b></h3>
<ul>
 	<li>Access the Microsoft Azure Portal:  <a href="https://portal.azure.com">https://portal.azure.com</a></li>
 	<li>Select the <b>New </b>button in the left navigation to create a new <b>Azure Resource</b></li>
 	<li>Enter <b>Template deployment </b>in the search box to begin</li>
 	<li><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Create-TemplateDeployment.png"><img width="800" height="497" class="alignnone wp-image-1405" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Create-TemplateDeployment-1024x636.png" /></a></li>
 	<li>Click on the <b>Create </b>button</li>
 	<li>
<h3 style="margin: 0in;font-family: Calibri;font-size: 11.0pt">In the Custom deployment, click on <span style="font-weight: bold">Build your own template in the editor</span></h3>
</li>
 	<li><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Create-CustomDeployment.png"><img width="300" height="274" class="alignnone size-medium wp-image-1415" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Create-CustomDeployment-300x274.png" /></a></li>
 	<li>
<h3 style="margin: 0in;font-family: Calibri;font-size: 11.0pt"><span style="font-weight: bold"></span>Paste the following in the template editor, then replace the <b>***VALUES***</b> with your choices:</h3>
</li>
 	<li>
<h3 style="margin: 0in;font-family: Calibri;font-size: 11.0pt"><span style="color: #800000"><b>IMPORTANT</b></span></h3>
<ul>
 	<li>Select the target <strong>***Region***</strong> from the Service Availability list above</li>
 	<li>Take note of the Workspace Collection resource <strong>***Name***</strong> value for later</li>
 	<li>Make sure there are no extra line breaks when you paste into the Azure portal editor</li>
</ul>
</li>
</ul>
<blockquote style="margin-right: 0px">
<p style="margin: 0in;font-family: Courier;font-size: 8.0pt"><span style="color: #003300">{</span>
<span style="color: #003300"> "$schema": "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#",</span>
<span style="color: #003300"> "contentVersion": "1.0.0.0",</span>
<span style="color: #003300"> "parameters": {},</span>
<span style="color: #003300"> "resources": [</span>
<span style="color: #003300"> {</span>
<span style="color: #003300"> "type": "Microsoft.PowerBI/workspaceCollections",</span>
<span style="color: #003300"> "sku": {</span>
<span style="color: #003300"> "name": "S1",</span>
<span style="color: #003300"> "tier": "Standard"</span>
<span style="color: #003300"> },</span>
<span style="color: #003300"> "name": "<span style="color: #0000ff">***ADD YOUR AZURE RESOURCE NAME HERE ***</span>",</span>
<span style="color: #003300"> "apiVersion": "2016-01-29",</span>
<span style="color: #003300"> "location": "<span style="color: #0000ff">***SELECT YOU REGION***</span>"</span>
<span style="color: #003300"> }</span>
<span style="color: #003300"> ]</span>
<span style="color: #003300"> }</span></p>
</blockquote>
<p style="margin: 0in;margin-left: .375in;font-family: Calibri;font-size: 11.0pt">Here's a screen shot of the edit with the template supplied:</p>
<p style="margin: 0in;margin-left: .375in;font-family: Calibri;font-size: 11.0pt"><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Edit-DeploymentTemplate.png"><img width="800" height="497" class="alignnone wp-image-1425" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Edit-DeploymentTemplate-1024x636.png" /></a></p>

<ul>
 	<li><span style="font-family: Calibri;font-size: 11.0pt;font-weight: normal;font-style: normal">Click on the </span><span style="font-family: Calibri;font-size: 11.0pt;font-weight: bold;font-style: normal">Save</span><span style="font-family: Calibri;font-size: 11.0pt;font-weight: normal;font-style: normal"> button</span></li>
 	<li><span style="font-family: Calibri;font-size: 11.0pt">After saving the template, choose a Resource group or create a new one, choose the Azure location of your Power BI Embedded Workspace</span></li>
 	<li><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Purchase-CustomizedTemplate.png"><img width="801" height="498" class="alignnone wp-image-1426" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Purchase-CustomizedTemplate-1024x637.png" /></a></li>
 	<li>Click on the link to <b>Purchase </b>button</li>
 	<li>Once the service is created, access the new Power BI Workspace Collection from the Azure Dashboard</li>
 	<li>In the left navigation, under the <b>General</b> section click on the <b>Access keys</b> link
<ul>
 	<li><span style="color: #800000"><b>Important:</b> </span> Take note of the values captured in the <b>KEY 1 </b>and <b>KEY 2 </b>text boxes</li>
</ul>
</li>
 	<li><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Get-PBIWorkspace-AccessKeys.png"><img width="799" height="358" class="alignnone wp-image-1435" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Get-PBIWorkspace-AccessKeys-1024x459.png" /></a></li>
</ul>
Now, you are ready to <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/deploy-azure-sql-server-for-hosting-entity-store-database/">deploy the SQL Database Server</a> onto your subscription using the Azure Portal.]]></content:encoded>
    </item>
    <item>
      <title>Deploy Azure SQL Server for hosting Entity Store Database</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/deploy-azure-sql-server-for-hosting-entity-store-database</link>
      <pubDate>Sat, 29 Jul 2017 19:01:48 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1346</guid>
      <description><![CDATA[This step involves deploying an Azure SQL Server Database that can be used to host the Entity Store...]]></description>
      <content:encoded><![CDATA[This step involves deploying an Azure SQL Server Database that can be used to host the Entity Store Database.  This is will be the data source for the Power BI Embedded Service created in the <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/deploy-power-bi-embedded-service-for-dynamics-365-for-operations/">previous step</a>.  Entity Store Database utilizes non-clustered column index store (NCCI) which is only supported on the Premium tier of SQL.  For more details review the article <a href="https://azure.microsoft.com/en-us/blog/clustered-columnstore-index-in-azure-sql-database/">here</a>.

<b>Deploy a SQL Database Server in your Azure Subscription</b>
<p style="padding-left: 25px">1. Access the Microsoft Azure Portal:  <a href="https://portal.azure.com">https://portal.azure.com</a>
2. Select the <b>New </b>button in the left navigation to create a new <b>Azure Resource</b>
3. Enter <b>SQL Database</b> in the search box to begin</p>
<p style="padding-left: 25px"><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Create-SQL-Database.png"><img width="1024" height="648" class="alignnone size-large wp-image-1355" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Create-SQL-Database-1024x648.png" /></a></p>
<p style="padding-left: 25px">4. Provide a <b>Database name</b> for the new resource
5. In the Select source property, select <b>Blank database </b>
6. Expand the Server fly-out to <i>Configure required settings</i>
7. Provide a Server name, Server admin login, and Password for the SQL Server
<span style="color: #ff0000"><b>Important:</b></span>  Take note of the <b>Server Name, Server admin login </b>and<b> Password </b>provided here</p>
<p style="padding-left: 25px"><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Select-SQL-Server.png"><img width="1024" height="651" class="alignnone size-large wp-image-1365" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Select-SQL-Server-1024x651.png" /></a></p>
<p style="padding-left: 25px">8. Click on the <b>Select </b>button to use the newly created server
10. Expand the <b>Pricing tier </b>fly-out menu
11. Select <b>Premium</b> pricing tier for the new SQL Database with the minimal allocations
<b>Note:</b>  Premium tier supports Non-clustered column index store (NCCI) which is required by the Entity Store database.  For more details review the article <a href="https://azure.microsoft.com/en-us/blog/clustered-columnstore-index-in-azure-sql-database/">here</a>.</p>
<p style="padding-left: 25px">12. Click on the <b>Select </b>button to close the fly-out
13. Click on the <b>Create </b>button to create the SQL Server Database</p>
Now, you are ready to <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/publish-the-entity-store-database-on-azure-sql-server/">publish the Entity Store database</a> from a local 1Box development environment.]]></content:encoded>
    </item>
    <item>
      <title>Publish the Entity Store database on Azure SQL Server</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/publish-the-entity-store-database-on-azure-sql-server</link>
      <pubDate>Sat, 29 Jul 2017 19:00:03 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1335</guid>
      <description><![CDATA[This step involves deploying an Entity Store database onto your Azure SQL Server created in the...]]></description>
      <content:encoded><![CDATA[This step involves deploying an Entity Store database onto your Azure SQL Server created in the <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/deploy-azure-sql-server-for-hosting-entity-store-database/">previous step</a>.

Before you proceed, be sure to process the Aggregate Measurements using the Dynamics 365 Administrative Tools to populate the database.  Use the following steps to seed the Entity Store database with sample data for the Application Suite's Analytical Workspaces &amp; Reports.
<h3><b>Processing Aggregate Measurements in Dynamics 365 for Operations (15 mins)</b></h3>
<p style="padding-left: 25px">1. Log into the Dynamics 365 instance running locally: <a href="https://usnconeboxax1aos.cloud.onebox.dynamics.com">https://usnconeboxax1aos.cloud.onebox.dynamics.com</a>
<b>Note:</b>  Ensure that you are using an account with Admin privileges</p>
<p style="padding-left: 25px">2. Navigate to the Aggregate measurements admin form <b>[System administration &gt; Setup &gt; Entity Store]</b>
3. Click on the check box next to <b>Name </b>to select all items in the list
4. Once you've selected the models you need, click on the <b>Refresh</b> button in the ribbon</p>
<p style="padding-left: 25px"><a href="https://msdnshared.blob.core.windows.net/media/2017/07/Process-Entity-Store.png"><img width="1024" height="349" class="alignnone size-large wp-image-1345" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/Process-Entity-Store-1024x349.png" /></a>
5. Click on the <b>OK </b>button in the fly-out to trigger a refresh</p>
Allow this process to complete in the background (~5 - 10mins).  You can monitor the status of the background process using the Batch jobs form <b>[System administration &gt; Inquiries &gt; Batch jobs]</b>.  Search the list for the <b>Deploy measurement</b> jobs in the list to track progress.

Once the <b>Progress</b> of the Batch job reaches <b>100.00 </b>you are ready to publish the local Entity Store database onto your Azure SQL Server.  Use local tools on your 1Box machine to export the local Entity Store database as a BAK file
<h3><b>Export Entity Store database hosted on the 1Box (20 mins)</b></h3>
<p style="padding-left: 25px">1. Open <b>Microsoft SQL Server Management Studio (SSMS)</b> on the local 1Box environment
<b>Note:</b>  Ensure that you are using an account with Admin privileges</p>
<p style="padding-left: 25px">2. Connect to the local Database Engine - you'll notice a collection of databases present in the local instance.
3. Select the database named <b>AxDW, </b>this is the local Entity Store database
4. <b>Right + click</b> on the <b>AxDW, </b>select <b>Tasks</b>, and then select <b>Export Data-tier Application
</b>5. Click on the <strong>Next </strong>button in the wizard
6. Supply a <strong>file path </strong>and a <strong>file name </strong>for the exported database (*.BACPAC file)
7. Click <strong>Finish </strong>to initiate the process</p>

<h3><b>Publish Entity Store database BAK file to Azure SQL Database (70 mins)</b></h3>
<p style="padding-left: 25px">1. Open <b>Microsoft SQL Server Management Studio (SSMS)</b> on the local 1Box environment
<b>Note:</b> Ensure that you are using an account with Admin privileges</p>
<p style="padding-left: 25px">2. Connect to the Azure SQL Database Server created in the previous step using the database connection string:  <b>*.database.windows.net</b>
3. Update the <b>Authentication: </b>method to <b>SQL Server Authentication</b>
4. Provide the <b>Login</b> and <b>Password</b> credentials used when creating the Azure SQL Server
5. Click the <b>Connect </b>button to access the Azure SQL Server
<b>Note:</b> You'll be prompted to log into your Azure subscription to connect to the Azure SQL Server</p>
<p style="padding-left: 25px">6. Once connected, expand the root node and selecte <b>Database</b>
7. <b>Right + click</b> the folder and select <b>Import Data-tier Application</b>
8. Click on the <b>Next </b>button in the wizard
9. Locate the Entity Store database back-up file (*.BACPAC file)
10. Click on the <b>Next </b>button in the wizard
11. Provide a <b>New database name</b> like <b>AxDW</b>
<span style="color: #ff0000"><b>Important:</b></span>  Take note of the <b>Database Name </b>provided here</p>
<p style="padding-left: 25px">12. Update the <b>Edition of Windows Azure SQL Database </b>value to <b>Premium</b>
<b>Note:</b> Entity Store Database utilizes Non-clustered column indexes (NCCI) which is only supported in <b>Premium </b>edition</p>
<p style="padding-left: 25px">13. Click on the <b>Next </b>button to begin importing Entity Store Database</p>
As a final step, you'll need to <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/configuring-1box-to-enable-analytical-workspaces-and-reports/">modify the web configuration settings </a>on the 1Box development environment to utilize the new Azure resources.]]></content:encoded>
    </item>
    <item>
      <title>Configuring 1Box to enable Analytical Workspaces and Reports</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/configuring-1box-to-enable-analytical-workspaces-and-reports</link>
      <pubDate>Sat, 29 Jul 2017 18:57:40 GMT</pubDate>
      <dc:creator><![CDATA[TJ Vassar]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1316</guid>
      <description><![CDATA[At this point, you should have access to an Entity Store database hosted on the Azure SQL Server...]]></description>
      <content:encoded><![CDATA[At this point, you should have access to an Entity Store database hosted on the Azure SQL Server available using the process outlined in the <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/29/publish-the-entity-store-database-on-azure-sql-server/">previous step</a>.  Use the instructions below to enable Analytical Workspaces &amp; Reports in a 1Box environment using the Power BI Embedded service hosted on your Azure subscription.

To continue make sure you have the following information:

<b>Entity Store Database Service details:</b>
<ul>
 	<li><b>Database name:  </b>Name provided in the database settings</li>
 	<li><b>Server name:  </b>Azure SQL Server name (<b>*.database.windows.net</b>)</li>
 	<li><b>Server admin login:  </b>User name supplied in the SQL Server settings</li>
 	<li><b>Password:</b>  Account password supplied when configuring SQL Server</li>
</ul>
<b>Power BI Embedded Service details:</b>
<ul>
 	<li><b>Workspace Collection Name: </b>The name of the Workspace Collection created when deploying the Power BI Embedded Service</li>
 	<li><b>Access Key1:  </b>The secret key #1 used to access the Power BI Embedded service</li>
 	<li><b>Access Key2:  </b>The secret key #2 used to access the Power BI Embedded service</li>
</ul>
<span style="color: #ff0000"><b>KEEP THESE KEYS CONFIDENTIAL...!</b> </span> You'll want to protect this information as appropriate to prevent exposing Azure services to others.  Developers can use this information to remotely access the Power BI Embedded Service and SQL Azure Database Server.  Microsoft is not responsible for the implications of sharing these service keys with others.  Should this information become compromised, use the Azure Service Portal tools to regenerate the Power BI Embedded service security keys.
<h3><b>Configure 1Box environment to enable Analytical Workspaces &amp; Reports</b></h3>
<ol>
 	<li>Open the <b>File Explorer</b> on the local 1Box environment</li>
 	<li>Navigate to the root folder for the local Dynamics 365 for Operations deployment (e.g. <b>C:\AOSService\webroot)</b></li>
 	<li>Recommend that you make a copy of the <b>web.config</b> file before making any changes</li>
 	<li>Edit the <strong>web.config</strong> file in the folder using <strong>Notepad</strong></li>
 	<li>Update the <strong>Entity Store Database</strong> configuration settings:</li>
</ol>
<table width="688">
<tbody>
<tr>
<td>
<p style="padding-left: 25px">&lt;add key="BiReporting.DW" value="<b>[Database name]</b>" /&gt;
&lt;add key="BiReporting.DWServer" value="<b>[Server name]</b>" /&gt;
&lt;add key="BiReporting.DWRuntimeUser" value="<b>[Server Admin login]</b>" /&gt;
&lt;add key="BiReporting.DWRuntimePwd" value="<b>[Password]</b>" /&gt;</p>
</td>
</tr>
</tbody>
</table>
<p style="padding-left: 25px">6. Update the <strong>Power BI Embedded Service</strong> configuration settings:</p>

<table width="824">
<tbody>
<tr>
<td>
<p style="padding-left: 25px">&lt;add key="PowerBIEmbedded.AccessKey" value="<b>[Access Key1]</b>" /&gt;
&lt;add key="PowerBIEmbedded.AccessKey2" value="<b>[Access Key2]</b>" /&gt;
&lt;add key="PowerBIEmbedded.ApiUrl" value="<b>https://api.powerbi.com</b>" /&gt;
&lt;add key="PowerBIEmbedded.IsPowerBIEmbeddedEnabled" value="<b>true</b>" /&gt;
&lt;add key="PowerBIEmbedded.WorkspaceCollectionName" value="<b>[Workspace Collection Name]</b>" /&gt;</p>
</td>
</tr>
</tbody>
</table>
<p style="padding-left: 25px">7.   Close <b>Notepad </b>and <b>Save </b>your changes
8.   Open <b>Command Prompt</b>
9.   Reset IIS to apply the changes using the command:  <b>iisreset</b>
10. Once it completes, launch the <b>Dynamics 365 for Operations</b> instance running on the local 1Box, and access an Analytical Workspace [<b>Manage customer credit and collections</b>]</p>
<p style="padding-left: 25px"><a href="https://msdnshared.blob.core.windows.net/media/2017/07/View-Analytical-Workspace.png"><img width="1024" height="683" class="alignnone size-large wp-image-1325" alt="" src="https://msdnshared.blob.core.windows.net/media/2017/07/View-Analytical-Workspace-1024x683.png" /></a></p>
<b>You're ready to go...!</b>  You can now access the Analytical Workspaces &amp; Reports in the Application Suite using the local 1Box deployment.  The Dynamics 365 application automatically deploys Power BI reports on-demand so there's no need to manually deploy reports.]]></content:encoded>
    </item>
    <item>
      <title>Introducing the Power BI solution template for Credit and Collections</title>
      <link>https://docs.microsoft.com/archive/blogs/dynamicsaxbi/introducing-the-power-bi-solution-template-for-credit-and-collections</link>
      <pubDate>Tue, 25 Jul 2017 20:36:35 GMT</pubDate>
      <dc:creator><![CDATA[Milinda Vitharana]]></dc:creator>
      <guid
        isPermaLink="false">https://blogs.msdn.microsoft.com/dynamicsaxbi/?p=1306</guid>
      <description><![CDATA[Today we are excited to announce the Power BI solution template for Dynamics 365 Finance and...]]></description>
      <content:encoded><![CDATA[Today we are excited to announce the <a href="https://appsource.microsoft.com/en-us/product/web-apps/microsoft-powerbi.pbisolntemplate_d365finops_creditcollections?tab=Overview">Power BI solution template for Dynamics 365 Finance and Operations for Credit and Collections analytics</a>. Purpose of this blog post is to explain who should use this solution template any why should they use it.

Before we start, <a href="https://www.youtube.com/watch?v=YPm8P7CHX04">see this video</a> for a quick tour.

You probably know what Power BI solution templates are. If not, <a href="https://powerbi.microsoft.com/en-us/blog/announcing-power-bi-solution-templates/">this blog post</a> is a great introduction.
<h2>Analytical workspaces and solution templates</h2>
I trust that you read the <a href="https://blogs.msdn.microsoft.com/dynamicsaxbi/2017/07/24/introducing-analytical-workspaces-in-dynamics-365/">blog post on Analytical workspaces</a> posted by my colleague TJ.

As mentioned in the blog post, Analytical workspaces offer an Analytical view of operational data. A single Analytical workspace combines information provided with many operational reports.

Built using embedded PowerBI (or, a version of PowerBI included within Dynamics 365 for Operations), analytical workspaces appear as a new Tab within workspaces. If you have a PowerBI report that was authored using Entity store, an AX developer can convert that report into an Analytical workspace by following the links provided in the post.

Analytical workspaces are available to all users of Dynamics 365 for Operations – whether they have a PowerBI.com license or not. In fact, a user does not need a PowerBI.com account to be able to use analytical workspaces within Dynamics 365 for Operations.

Data shown in Analytical workspaces are sourced from Entity store – the operational data warehouse included with Dynamics 365 for Operations. You can extend ready-made analytical workspaces or create new ones using data in entity store.

<strong>But what if you wanted to include your own data into reports</strong> – ie. data that’s not housed in Dynamics 365 for Operations into the same report? – what if you wanted to include data from your legacy data warehouse or perhaps data from cloud sources?

<strong>The answer is ... Power BI solution templates.</strong>

With the Solution template for Credit and Collections, In just a few minutes, you can stand up an end-to-end solution including data extraction, Azure SQL Server, Azure Analysis Services, and ready-made Power BI reports. This solution is provisioned in your own Azure subscription - you can extend the solution by incorporating other data and business logic.

Credit and Collections Power BI solution template features the richness contained within the Credit and collections Analytical workspace included in the spring release of Dynamics 365 for Operations.
<h2>Kick-start your data mart project using Solution templates…</h2>
For Operational reporting on Dynamics 365 for Operations data, Entity store and analytical workspaces may be a cost effective option. But if you have an existing Data warehouse or want to develop a data mart for Credit and collections analysis, solution templates are a great starting point.

As opposed to standing-up a database and developing ETL scripts to extract and transform data from dynamics 365 for Operations, solution template deploys a ready-made solution in your subscription. You can tweak the solution deployed and modify the components as you see fit.
<h2>Use Solution templates to package your BI solution</h2>
If you are an ISV or a partner, you may have built content to be distributed as Analytical workspaces with the spring update of Dynamics 365 for Finance and Operations. Now, you have an opportunity to package the same content as a Solutions template and make it available in AppSource.

Using the code samples freely available on <a href="https://github.com/Microsoft/BusinessPlatformApps">GitHub </a> you can package your content as a solution. You can submit your solution to existing gallery of solution templates by sending a mail to <a href="mailto:pbisolntemplates@microsoft.com">pbisolntemplates@microsoft.com</a>

If you have a custom data warehouse solution that was built using Dynamics 365 for Operations data, you could package and deploy the solution using solution templates – as opposed to writing your own deployment and installation code.
<h2>Give it a try…</h2>
This is the first of many solution templates to come. We plan to release solution templates corresponding to ready-made PowerBI content available as Analytical workspaces.

Give it a try and tell us what you think. Also, please tell us which of the ready-made Analytical workspaces that you would like to see as solution templates soon.]]></content:encoded>
    </item>
  </channel>
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