Dynamics F/SCM
Dynamics F/SCM
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Has anyone integrated Dynamics 365 Supply Chain Management with Power BI?
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Has anyone integrated Dynamics 365 Supply Chain Management with Power BI?
Has anyone integrated Dynamics 365 Supply Chain Management with Power BI Analytics? How effective is it for tracking key performance metrics?
I’m currently exploring ways to enhance supply chain visibility and performance tracking within our organization using Dynamics 365 Supply Chain Management (SCM). I’ve read that integrating it with Power BI Analytics can provide real-time dashboards and advanced data visualization, but I’d like to hear from professionals who’ve implemented it in a real-world environment.
How effective is the integration in practice for monitoring key performance metrics like inventory turnover, order fulfillment rates, supplier performance, and production efficiency?
A few specific points I’d love to understand from your experience:
1. Does the Power BI–Dynamics 365 SCM integration offer real-time or near-real-time insights, or is there a noticeable lag in data updates?
2. How easy is it to customize dashboards and reports to match specific supply chain KPIs?
If possible, please share examples of how your organization has leveraged this integration to improve supply chain performance or reporting accuracy. Any insights, lessons learned, or best practices would be greatly appreciated.
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2 Replies
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Mark,
Connecting Supply Chain to Power BI does provides near real time reporting. If you are connecting directly to the DB (not using a BYOD or Dataverse), the refresh time will be scheduled through PowerBI, so it will be up to date as of the last refresh. There are limits to this method of connection since it is an ‘active link’ between D365 and Power BI. You are connecting via API so you could experience throttling. Size of your dataset is also a consideration as Power BI enforces limitations. You may find you require premium capacity. You will also have to transform your data in Power BI (adding formatting, filtering, etc.) which adds to processing/refresh time and more complex report building.
If your company has an export to dataverse from D365, this is the preferred method. This delays the availability of new data in your report because it must be exported to dataverse prior to it being available in Power BI, but in my experience, it takes appx 10-15 minutes. You would still need to refresh your dataset in PowerBI as well. By building views in Dataverse, you can limit the data being included in your reporting in PBI.
If you have a BYOD, you can also connect to the server and DB using PBI. This again, allows for building views to minimize the dataset and streamlines report building in PBI. However, I have seen issues with publishing reports to PowerBI online. The IP range for Power BI is vast and our security team doesn’t want to whitelist all of them. This causes the refresh in PowerBI to fail due to connection/security issues.
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