Dynamics GP & Power BI – Publish using a custom SQL View

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to publish a custom SQL View to Power BI

Continue reading “Dynamics GP & Power BI – Publish using a custom SQL View”

Dynamics GP & Power BI – How to see Apps registered to your account

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to see registered Apps on your Power BI account

Step 1: Visit portal.azure.com

Continue reading “Dynamics GP & Power BI – How to see Apps registered to your account”

Dynamics GP & Power BI – Power BI on your GP Home Screen

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to connect Power BI to GP Home Screen

Dynamics GP can display reports that are pinned to a dashboard in Power BI.  After following these instructions, if you do not see any available reports, be sure to add them to a Dashboard in Power BI.  I created a Dashboard called GP PBI (in Power BI) and only pinned the reports that I wanted to optionally display in Dynamics GP.

Step 1: Obtain Client ID

Continue reading “Dynamics GP & Power BI – Power BI on your GP Home Screen”

Dynamics GP & Power BI – Connecting GP OData to Power BI Desktop

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to connect Dynamics GP OData to Power BI

Step 1:  Install Power BI Desktop (you will need an account as well).

Continue reading “Dynamics GP & Power BI – Connecting GP OData to Power BI Desktop”

Dynamics GP & Power BI – Configure OData Service in Dynamics GP

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to Configure the OData Service in Dynamics GP

Step 1:  Navigate to Reporting Tools Setup

Continue reading “Dynamics GP & Power BI – Configure OData Service in Dynamics GP”

Dynamics GP & Power BI – Setting up the OData Service

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to Setup the OData Service with Dynamics GP

Continue reading “Dynamics GP & Power BI – Setting up the OData Service”

Dynamics GP & Power BI – What it does and how to use it – New for GP2018

Dynamics GP has had a few iterations of its Power BI integration over the years.  I was very excited to see Power BI functionality in GP – this started with ~Dynamics GP 2016.  Despite my excitement, I found it hard to ‘get on board’ as the functionality was limited and somewhat unreliable.  Microsoft heard our case and delivered many changes with Dynamics GP 2018.  The Power BI and Dynamics GP friendship has been renewed and I think you will really like it!

PBI

I have implemented this for a few businesses who use Dynamics GP… they LOVE IT, and so do I!  This blog is meant to outline how this functionality works in GP and in Power BI.  There is a lot to cover… and to keep our “millennial” attention spans primed, I broke this into a few blog posts.

Some of this is already available from other sources, but for my own reference, I wanted to create a series so I can easily reference it all in one place… as I learn more, I will update these blogs accordingly.

Continue reading “Dynamics GP & Power BI – What it does and how to use it – New for GP2018”

GP #LifeHacks 106: Change the Dynamics GP Splash Screen

Changing the Dynamics GP Splash Screen is not only fun and cool (yeah, I said it!) but it is very useful as well!

If you are not familiar with a splash screen, Wikipedia describes it like this:

A splash screen is a graphical control element consisting of a window containing an image, a logo, and the current version of the software. A splash screen usually appears while a game or program is launching.

Ok, not bad… so the GP Splash Screen looks like this:

So how do we change it? And what is so cool about it? Keep reading and I will walk you through the steps.

Continue reading “GP #LifeHacks 106: Change the Dynamics GP Splash Screen”

Come see me at Vision 2018! A GP User Conference Charlotte, NC

Vision is an annual user conference held in Charlotte, NC by InterDyn Artis.

It is a one day conference packed with content!  This years event covers Dynamics GP, Dynamics CRM and related MS Office products.

It’s a fun day filled with TONS of learning and networking!  (Oh, and door prizes!!!)

Come join us on April 26, 2018 at the Ritz-Carlton in Charlotte, NC to learn, network and have a great time!  Click here for more details about the event.

Below is a list of the sessions that I will be presenting, come see me!!

Continue reading “Come see me at Vision 2018! A GP User Conference Charlotte, NC”

Join me at GPUG Amplify!

GPUG Amplify #GPUGAmplify is a Dynamics GP user conference that was first held in Anaheim, CA.  This is the conference’s 3rd year and will be held in Chicago, IL.  The official conference dates are March 20-21st.   In addition to the packed schedule, there are partner events and GPUG Academy training classes, essentially making the conference from March 19th-22nd.

Amplify is a Dynamics GP ONLY event so it is much more intimate and engaging compared to other conferences.  This will be my 3rd time attending!

Find out more here: https://www.gpugamplify.com/home

This year I will be presenting two sessions.  Below are some details on these two sessions!  I’m really excited about this event!!

Continue reading “Join me at GPUG Amplify!”