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I'm trying to create a report in Power BI with Dynamics 365 online (AX) data source.
My goal is to create report which shows the customer invoices which crossed the due date.
Steps I did:
1. Data Source: Dynamics 365 (online)
2. Web link: https://dynamics365XXXXXXXXXXX.cloudax.dynamics.com/Data
3. Signed in with organizational account.
What I see:
I can see the Customers, Vendor, Users details.
What I don't see:
Customer transactions
Vendor Transactions
Could you advise whether I need to activiate any security or it's a limitation?
Hi @rsankar
Could you please check these things below?
1. Does your account have access to transactions and invoices.
2. Maybe you could try "Dynamics 365 for Financials(Beta)".
Best Regards!
Dale
HI Dale,
1. I'm Sysadmin access in D365 for operation. And all tables are open to me.
2. Beta version is not working properly. I prefer to use Dynamics 365 (online) or oData feed options.
Here is my status:
To pull the details in oData, it should have a data entity and it's property "Is public" should be true. To achieve this, we need to connect to AX with remote connection and add a Data Entity for CustTrans and set it to public with the help of visual studio.
While doing this I'm having few roadblocks:
1. Can't able to edit "Application Suite" model.
2. Tried to use "Tutorial" model, while creating data entity I'm having an issue "Natural key for the table CustTransnot found".
Trying to crack this. If someone already found solution means please advise me.
Thanks,
Sankar
Hi Sankar,
I found some pages about error "Natural key for the table CustTransnot found". Maybe they would help.
ax7-fix-natural-key-not-found-when-creating-a-data-entity
https://community.dynamics.com/ax/f/33/t/206491
Best Regards!
Dale
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