Power BI Embedded Analytics Pack

Key Features

Pre-built finance dashboard — P&L, balance sheet, cash position and aged receivables/payables sourced from G/L Entry and Cust./Vendor Ledger Entry tables

Pre-built sales dashboard — revenue, margin, top customers and items, pipeline-to-posted trends from Sales lines and Value Entry

Pre-built inventory dashboard — stock valuation, turnover, ageing and reorder exposure from Item Ledger Entry and Value Entry

Pre-built project dashboard — job profitability, WIP, budget-vs-actual and resource utilization from Job and Job Ledger Entry

Embedded directly in BC role centers via page extensions and the native Power BI Reports Part (no separate portal)

Drill-through from any Power BI visual back to the exact BC record using page-launch deep links

Live data through standard OData v4 / BC API endpoints and published API queries for high-volume reads

Scheduled or near-real-time refresh (DirectQuery) configured to your Power BI workspace and capacity

On-premises data gateway configuration when BC data lives on-prem or behind a private network

Permission sets and row-level security so each role sees only the data it should

Customizable .pbix report templates handed over so your team can extend visuals after go-live

Optional Dataverse / Power Platform sync for cross-app analytics and Power Apps reuse

Installed as a signed per-tenant AL extension — clean install, clean uninstall, survives BC version upgrades

Built and validated against your real data, not sample data, so figures reconcile to the ledger

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

The Power BI Embedded Analytics Pack puts live finance, sales, inventory and project dashboards inside your Business Central role centers — so leaders and analysts get decision-grade BI without leaving the ERP or exporting to spreadsheets.

This is a build-to-order extension, not an instant AppSource download. ECOSIRE designs the data model, builds the Power BI reports, and ships an AL per-tenant extension that embeds them into your role centers using the Power BI Reports Part and BC's native Power BI integration. We install it directly on your Business Central environment (cloud SaaS or on-prem), wire up authentication, and support it after go-live.

Under the hood, dashboards read your live BC data through the standard OData v4 / API endpoints (and published API queries where throughput matters), so figures reconcile to the underlying ledger, item ledger and job entries. We add page extensions to embed report parts on Role Center pages, permission sets to govern who sees what, and optional Dataverse / Power Platform synchronization when you need cross-app analytics. Drill-through actions jump from a Power BI visual back to the exact BC record — a posted invoice, item card or job — using BC's page-launch deep links.

You receive customizable .pbix report templates so your team can keep extending visuals after handover. Refresh runs on a schedule you choose (or near-real-time via DirectQuery against the API), governed by Power BI workspace settings and, for on-prem data, the On-premises data gateway.

Honest scope: this requires a Power BI Pro/Premium capacity (or Fabric) and a Business Central environment we can access during the build. We confirm licensing, data volumes and refresh strategy in a short scoping call before quoting the lead time below.

What you get

Per-tenant AL extension (.app) embedding Power BI report parts into your BC role centers, installed on your environment

Four production Power BI dashboards — finance, sales, inventory, projects — connected to your live BC data

Customizable .pbix report templates delivered to your Power BI workspace for ongoing self-service extension

OData/API query objects and any required page extensions, permission sets and role-center wiring

Power BI workspace and refresh setup, including On-premises data gateway configuration if needed

Source-controlled AL project, installation guide, data-model documentation and a short admin handover session

Who this is for

Finance leader / CFO

Wants the P&L, cash position and aged balances live inside Business Central every morning, reconciled to the ledger, without waiting on month-end spreadsheet exports from the finance team.

Operations / inventory manager

Needs stock valuation, turnover and reorder exposure on the role center to catch dead stock and stockouts early, with drill-through to the item card and ledger entries behind each number.

BI analyst / Power Platform admin

Gets editable .pbix templates, a documented data model and clean OData/API queries so they can extend dashboards and reuse the dataset across Power BI and Dataverse without reverse-engineering the BC schema.

How Power BI Embedded Analytics Pack Compares

Criterion	ECOSIRE	Custom Build	Competitor
Dashboards embedded inside BC role centers (no separate portal)	Included	Partial support	Partial support
Pre-built finance, sales, inventory and project models reconciled to your ledger	Included	Not included	Partial support
Built and validated against your real data, not sample data	Included	Included	Not included
Drill-through from Power BI visual back to the exact BC record	Included	Partial support	Partial support
Installed as a signed per-tenant AL extension that survives BC upgrades	Included	Partial support	Included
Editable .pbix templates handed over for self-service extension	Included	Partial support	Not included
Installation, gateway setup and ongoing support included	Included	Not included	Not included
Tailored to your chart of accounts, dimensions and KPIs	Included	Included	Not included

Frequently Asked Questions about Power BI Embedded Analytics Pack

Is this an instant download from Microsoft AppSource?

No. This is a build-to-order extension. ECOSIRE builds the Power BI reports and an AL per-tenant extension against your real Business Central data, then installs it directly on your environment. There is no instant AppSource download — you get a solution tailored to your chart of accounts, dimensions and reporting needs.

How long until it is live on our environment?

Typical delivery is 2 to 4 weeks from kickoff, depending on data volume, the number of customizations beyond the four standard dashboards, and your refresh/gateway setup. We confirm a firm lead time in a short scoping call before you pay, after we review your BC environment and Power BI licensing.

What do we need on our side before you start?

A Business Central environment (cloud SaaS or on-prem) we can be granted access to during the build, and Power BI Pro or Premium/Fabric capacity for the users who will view dashboards. For on-prem data we set up the On-premises data gateway. We confirm exact prerequisites in scoping so there are no surprises.

How does refresh and live data work without slowing down Business Central?

Dashboards read through standard OData v4 / BC API endpoints and published API queries, which are designed for external reads and do not lock the transactional tables. You choose scheduled refresh (e.g. hourly or nightly) or near-real-time DirectQuery. We tune the strategy to your data volume and capacity so reporting load stays off the posting path.

Do you provide ongoing support and updates after go-live?

Yes. We support the extension after delivery, including fixes, help with the handover templates, and re-validation when Microsoft ships a Business Central version update — per-tenant extensions are designed to survive upgrades, and we re-test against new releases. Ongoing support and enhancement work is offered under a maintenance arrangement agreed during scoping.