In Criteria, enter T0004, T005.įor the Date field, in Criteria, enter “”.””.Ĭlick OK to close the CustInvoiceSRS Edit query form. In Derived table, enter Customer invoice lines. Specify the following values for the new data source:Īfter you enter CustInvoiceSRS, the Edit query window will appear. In Microsoft Dynamics AX, click Organization administration > Setup > Document management > Document data sources. If your Microsoft Dynamics AX installation already has the document data source based on the CustomerInvoiceLinesTVsonly query, you can skip this procedure. In this walkthrough, you will use an OData feed based on the custom query CustomerInvoiceLinesTVsonly, which is based on the CustInvoiceSRS query. The Queries node in the AOT has a large collection of pre-built views that you can use to expose data via OData feeds.

This walkthrough utilizes Power Query, Power Pivot, and Power BI Sites from Power BI for Office 365 Microsoft Dynamics AX integration with Power BI for Office 365īefore you can complete the procedures in this topic, you must make sure that the following prerequisites are in place. Then you can share the report with your organization by using Power BI sites. In this walkthrough, you will use an OData feed to get Microsoft Dynamics AX data into Excel, and then mash that data with population data from Wikipedia to create a Power View report to gain business insights. You can use tools that are included in Power BI for Office 365 to incorporate data from a variety of data sources from outside Microsoft Dynamics AX for deeper analysis. You can use Microsoft Office Excel to analyze data from Microsoft Dynamics AX. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans. For the latest documentation, see Microsoft Dynamics 365 product documentation.

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Data mashup