Category: How to

Dynamics GP, Dynamics GP & Power BI (2018RTM), GP2018 RTM, How to, New Features, Power BI

Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

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 resolve the error:

Unable to connect to the PowerBI Site. Contact your system administrator.

So, you’ve done all the setup and you are ready to get Power BI on your GP Dashboard but when entering into the home screen customization window, you get a blank screen with a very misleading message…  Unable to connect to the Power BI site.  Contact your system administrator.
reached out to me with this roadblock, and I’m glad she did!  I wasn’t sure how to fix this but we figured it out and I am happy to share the solution with my readers!
Continue reading “Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.” →

Dynamics GP, Dynamics GP & Power BI (2018RTM), GP2018 RTM, How to, New Features, Power BI

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).

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Dynamics GP, Dynamics GP & Power BI (2018RTM), GP2018 RTM, How to, New Features, Power BI

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

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Dynamics GP, Dynamics GP & Power BI (2018RTM), GP2018 RTM, How to, New Features, Power BI

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
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Dynamics GP, Dynamics GP & Power BI (2018RTM), Favorites, GP2018 RTM, How to, New Features, Power BI

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.
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#GPLifeHacks, Dynamics GP, How to, HR/PR

GP #LifeHacks 128: How to apply the payroll tax updates – Dynamics GP

Microsoft has released the most recent tax rate changes for GP Payroll, and you want to get them in your system. No problem!
It’s not as hard as you think but it does have some requirements and precautions that come along with the process.
Below is a quick step by step guide on how to get this task accomplished, along with some words of ‘wisdom’ (ok, I know, humor me!)

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