NAV 2016 for BI, Setup & Publish KPI Web Services

MS Dynamics NAV 2016 for Business Intelligence continues with Part 3 after MS Dynamics NAV for Business Intelligence - Part 2 had details on how to create and set up account schedules. Part 3 will be about how KPI Web Services can be Set Up and Published based on these Account Schedules.

In the Account Schedule KPI Web Service Setup of the enterprise resource planning system, you set how the account-schedule KPI Data will display and which specific account schedules will the KPIs be based on. The moment you choose Publish Web Service, the specified account-schedule KPI Data gets added to the list of published web services in Web Services.

In case you happen to use an old version of the NAV, get a Microsoft Dynamics NAV Upgrade done immediately as the BI Module only works on version 2016. You will miss out on this otherwise.

Now follow the steps given below to Setup and Publish a KPI Web Service based on Account Schedules on MS Dynamics NAV.

1. Search -> Account Schedule KPI Web Service Setup -> choose related link

2. General FastTab -> fill in fields such as Forecasted Values Start, G/L Budget Name, Period, View By and Web Service Name. In Forecasted

Values Start, you specify when forecasted values will be shown on the account-schedule KPI graphic. In G/L Budget Name, you specify the name of the general ledger budget that provides forecasted values to the account-schedule KPI web service. In Period, you specify the period that the account-schedule KPI web service is based on. In View By, you specify the time interval in which the account-schedule KPI is shown. In Web Service Name, you specify the name of the account-schedule KPI web service

1. Now proceed to specify one or more account schedules that you want published as a KPI Web Service according to the setup made in the previous table

2. Go to Account Schedules FastTab and then to Account Schedule Name & Account Schedule Description. In Account Schedule Name, specify account schedule the KPI web service is based on and in Account Schedule Description, specify description of account schedule the KPI web service is based on

3. Repeat Step 3 for all those account schedules you wish to base the account-schedule KPI web service on

4. In case you wish to view or edit the selected account schedule, go to Account Schedule FastTab -> choose Edit Account Schedule

5. To view the account-schedule KPI Data that has been setup, go to Navigate -> General -> choose Account Schedule KPI Web Service

6. To publish the account-schedule KPI Web Service, go to Home -> Process -> choose Publish Web Service. The web service gets added to the list of published web services in Web Services window

The steps mentioned above illustrate how a KPI Web Service based on Account Schedules can be setup and published on the premier enterprise resource planning system. To reiterate what was mentioned above, in case you happen to use an old version of NAV get a Microsoft Dynamics NAV Upgrade done fast.

Microsoft Dynamics Solution Provider

Microsoft Dynamics Implementation Done From A Microsoft Dynamics Solution Provider

Microsoft Dynamics Partners or Solution Providers are always in high demand. There are many reasons. Being Microsoft certified is enough to trigger curiosity amongst businesses. A certification means confirmation of the fact that the Partner is an expert in that particular technology. The expert’s expertise will ensure he is always aware of the software’s latest upgrade, which if needed can be asked for. Then, it almost comes as surety that post implementation support will be good.

So it comes as no surprise that your nearest partner is always running around for a Microsoft Dynamics Implementation of either AX, NAV or CRM. All companies need enterprise resource planning services and if their preference is Microsoft Dynamics, then a Microsoft Partner becomes the obvious choice for consultations. In case you want a Microsoft Dynamics NAV Upgrade done, the partner again becomes your first point of contact.

The biggest benefit of having a Microsoft Dynamics Implementation done or getting a Microsoft Dynamics NAV Upgrade from a Microsoft Partner is that the implementation will be given everything the Partner has to offer in terms of commitment, experience and technical knowledge. A successful implementation will only confirm the Partner’s status as a superior consultant and will pave way for far better opportunities.
Consulting on enterprise resource planning from a Microsoft Dynamics Solution Provider is certain to bring that business success, as the ins and outs of the solution will be explained comprehensively to all parties associated with the business so that it can be used to optimum benefit.

Contact your nearest partner for a quick implementation which most certainly will lead you to better times professionally.