Juan Rafael hosted a Power BI User Group event in Lima, Peru in June 2017. The event covered interactive reporting solutions in Dynamics 365, modern business documents for the application suite, and analytical workspaces. Juan Rafael discussed how to author reports using Power BI Desktop and extend applications using Visual Studio 2015 to create analytical workspaces and interactive reports. He also showed how legacy report designs can be reimagined for Dynamics 365 applications.

1. 1er Evento
Power BI
User Group Lima
Junio de 2017

2. Hola, soy Juan Rafael
@jlc_rve
MVP | MCT en Business Solutions.
Technical Manager Dynamics 365 en ER CLOUD 4U.
MS Dynamics AX 2009, 2012, 2012 R2, 2012 R3.
7/Operations
MS Dynamics CRM 2011, 2015, 2016 and Online /Sales
SQL Server 2008/2008R2/2012/2014/2016
Leader PASS LIMA.
Juan.rafael@geeks.ms
Power BI User Group Lima

3. Juan Rafael
3
Delivering Analytical
Workspaces and Rich
Interactive Reports

4. 4

5. Agenda
Interactive reporting solutions
Modern Business Documents for the
Application Suite
Reporting options in Dynamics 365
Analytical Workspaces
Power BI User Group Lima

6. FeatureFeatureFeature
Reporting options in Dynamics 365 for
Operations
Tema 1
Tema 2
Tema 3
Tema 4
Tema 5
Tema 6
Power BI User Group Lima

7. FeatureFeatureFeature
Analytical WorkspacesTema 1
Tema 2
Tema 3
Tema 4
Tema 5
Tema 6
Power BI User Group Lima

8. Power BI User Group Lima
Analytical workspaces

9. Power BI User Group Lima

10. Power BI User Group Lima

11. Power BI User Group Lima
Analytical Workspace – how it’s made…
- Entity Store DB (local)
- Standard & custom visuals
- Object extensions
- AX menu items
Extend application
using VS2015
Author reports using
Power BI Desktop

12. Power BI User Group Lima
Power BI content management

13. FeatureFeatureFeature
Interactive reportsTema 1
Tema 2
Tema 3
Tema 4
Tema 5
Tema 6
Power BI User Group Lima

14. Interactive reports – how it’s made…
- Entity Store DB (local)
- Standard & custom visuals
- X++ extensions
- AX menu items
Extend application
using VS2015
Author reports using
Power BI Desktop

15. FeatureFeatureFeature
Modern Business Documents in the Application
Suite
Tema 1
Tema 2
Tema 3
Tema 4
Tema 5
Tema 6
Power BI User Group Lima

16. LEGACY DESIGNS
CustAccountStatement Report
REIMAGINEDforAX7
Applications

17. PurchPurchaseOrder Report
LEGACY DESIGNS
REIMAGINEDforAX7
Applications

18. Report: PurchPurchaseOrderSalesInvoice Report
LEGACY DESIGNS
REIMAGINEDforAX7
Applications

19. Power BI User Group Lima
Stay current …

20. Power BI User Group Lima
TEAM BLOG: https://blogs.msdn.microsoft.com/dynamicsaxbi
MODERN BUSINESS DOCUMENTS
Install the modern report design templates: https://ax.help.dynamics.com/en/wiki/installing-the-modern-report-
design-templates/
Customizing App Suite reports using extensions: https://ax.help.dynamics.com/en/wiki/customize-app-suite-
reports-using-extensions/
INTELLIGENT INSIGHTS
Use and extend PowerBI content from Microsoft and your ISVs: https://ax.help.dynamics.com/en/wiki/power-bi-
home-page
Author, distribute near-real time PowerBI reports with entity store: https://ax.help.dynamics.com/en/wiki/author-
and-distribute-power-bi-reports
INTEGRATING MODERN DATA WAREHOUSE
Export Entities to your own database (BYOD): https://blogs.msdn.microsoft.com/dynamicsaxbi/2016/07/27/export-
dynamics-ax7-entities-to-your-own-azure-sql-database/
PARTNER RESOURCES

21. Power BI User Group Lima
TEAM BLOG:
https://blogs.msdn.microsoft.com/dynamicsaxbi

22. Muchas Gracias
Power BI User Group Lima