Forum Discussion
Connecting Dynamics NAV from Power BI
Hello Chiara,
I did finally get all this working. It is a bit confusing but just take your time and it will work.
1. create a new NAV Instance on your NAV Server for these Odata and SOAP connections. In the below article this is not clearly called out, but you will need a new NAV service specifically for Power BI / PowerApps
I added a new Instance (service) called NAV2017_NUP, duplicating the main NAV service with some changes as outlined below.
General Tab:
- Enabled SSL (optional) this requires the Certificate Thumbprint but can be the same as your main NAV service so you can just copy that.
- Credential Type - set to NavUserPassword
Database Tab:
- Same setings as Main NAV service
Client Services Tab - NOT enabled
SOAP & Odata Tab -
- Both enabled
- Port: set to a port not used by any other service. my main NAV service - 8047 so I changed these to 8247 & 8248. see pic
Management Services Tab:
- enabled
- update port to any not used, i set mine to 8245
Then follow this article on connecting power apps. It would be the same for Power BI.
Specifically the parts related to NAV.
https://community.dynamics.com/business/b/fajdigainfo/posts/connect-dynamics-nav-and-microsoft-powerapps
Once that is done. you will need to Start / restart you new NAV service
create your user Id as outlined in above article
You will need a port forward rule on your ISP firewall to direct inbound trafic to your NAV server for the Port numbers you used.
Now in Power BI,
Get Data
choose Dynamics NAV
use the Odata4 URL, userid and pwd from the newly created NAV service
Hope this helps and if you need more help let me know. Happy to get on a Teams call.
Best Regards,
Michael.
- Anonymous5 years agoNot applicable
Thank you very much Michael for your quickly replay.
The answer is wonderfull and very very clear. Now everything works well.
I wish you all the best.
Chiara