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Microsoft Dynamics Business Analyzer

Updated: January 21, 2014

Microsoft Dynamics Business Analyzer provides a dashboard where you can view and interact with reports, charts, or KPIs for your Microsoft Dynamics ERP solution.  Choose from a set of default reports based on a specific role or personalize the application with the reports that are most important to you.

Go to the app download page

This app is available for the following devices.

  • Tablet

  • PC

  • Phone


NoteNote

For other system requirements such as supported processors and supported languages, see the details page for the app in the Windows store.

Before you can configure and use the Windows 8 Business Analyzer app with Microsoft Dynamics GP, you must configure your Microsoft Dynamics GP environment. For more information, see Microsoft Dynamics GP Companion Application Services Configurator white paper.

Install and configure the Business Analyzer app

After you have configured your Microsoft Dynamics GP environment for use with Business Analyzer, complete the following instructions to install and configure the app. You will have to repeat this procedure for each tablet or PC that you want the app installed on.

  1. Install the app from the Windows Store on your Windows 8 device.

    Go to the app download page

  2. Open Business Analyzer.

  3. Display the Charms bar.

    With touch, swipe in from the right edge of your screen.

    With a mouse, move your pointer to the upper-right or lower-right corner.

  4. Tap or click Settings, and then tap or click Configuration.

  5. Turn the Sample Report Mode setting off.

  6. Enter your username and password.

  7. Enter the connection string that was provided to you after you configured the companion application services for Business Analyzer.

    For more information, see Microsoft Dynamics GP Companion Application Services Configurator white paper

Before you can use the Windows 8 Business Analyzer app with Microsoft Dynamics AX 2012 R2, you must configure your Microsoft Dynamics AX environment and the Business Analyzer app. For more information, see Microsoft Dynamics AX Mobile Connector white paper.

Install and Configure Business Analyzer for Microsoft Dynamic AX

After you have configured your Microsoft Dynamics AX environment for use with Business Analyzer, use the following instructions to install and configure the app. You will have to repeat this procedure for each tablet or PC that you want the App installed on.

  1. Install the app from the Windows Store on your Windows 8 device.

  2. Open Business Analyzer.

  3. Swipe in from the right edge of the screen, and then tap Settings. (If you're using a mouse, point to the upper-right corner of the screen, move the mouse pointer down, and then click Settings.)

  4. Tap or click Configuration.

  5. Turn the Sample Report Mode setting off.

  6. Enter your username and password.

  7. Enter the service connection name. This is the name of the Service Bus namespace that your Microsoft Dynamics AX implementer set up when they implemented Business Analyzer.

  8. Tap Connect.

Before you can use Business Analyzer, you must do the following for your Microsoft Dynamics GP or Microsoft Dynamics SL environment:

Prerequisites

  • Configure Microsoft SQL Server Reporting Services 2008 R2 or Microsoft SQL Server Reporting Services 2012 to use with your Microsoft Dynamics ERP product.

  • To use Business Analyzer outside of your organization’s network, you must configure Microsoft SQL Server Reporting Services 2008 R2 or Microsoft SQL Server Reporting Services 2012 to allow users to access reports over an extranet. For more information, see Planning for Extranet or Internet Deployment in your SQL Server documentation.

  • You must configure Reporting Services to use Basic authentication.

  • Deploy the reports to view with Business Analyzer to your report server or to your SharePoint document library.

  • Users of this app must have permission to view the Microsoft Dynamics ERP reports and the BusinessAnalyzerConfigurationReport report. Refer to your Microsoft Dynamics GP product documentation for more information about setting up security permissions for Reporting Services reports. For Microsoft Dynamics GP, users must also have security access to the system and company databases for the reports. Assign users to one or more of the Rpt_* database roles. For Microsoft Dynamics SL, user permissions are setup in the Access Rights Maintenance Screen.

Configure the Business Analyzer Windows Phone App for Microsoft Dynamics GP

  1. Open Business Analyzer.

  2. Tap the Settings icon on the lower action bar.

  3. Turn the Sample Report Mode setting off and select your Report Server Mode.

  4. If the report server mode is Native, enter the URL for the report server where your Microsoft Dynamics reports are deployed. If your reports are deployed to a specific folder on your report server, enter the name of the folder in the Folder field.

    If the report server mode is SharePoint Integrated, enter the document library location where your Microsoft Dynamics reports are deployed.

  5. Enter your credentials and domain name for the domain that your report server is joined to.

  6. To automatically refresh your reports when you start the application, turn on the Auto refresh reports when I launch the application setting.

  7. Tap the check mark icon to connect.

Prerequisites

  • Configure Microsoft SQL Server Reporting Services 2008 R2 or Microsoft SQL Server Reporting Services 2012 to use with your Microsoft Dynamics product.

  • You must configure Reporting Services to use Basic authentication.

  • To use Business Analyzer outside of your organization’s network, you must configure Microsoft SQL Server Reporting Services 2008 R2 or Microsoft SQL Server Reporting Services 2012 to allow users to access reports over an extranet. For more information, see Planning for Extranet or Internet Deployment in your SQL Server documentation.

  • Deploy the reports to view with Business Analyzer to your report server or to your SharePoint document library.

  • Deploy the BusinessAnalyzerConfigurationReport report to the root folder of your report server or your SharePoint document library. The report is available at the following location on your report server after you install the Reporting Services extensions for Microsoft Dynamics AX:

    C:\Program Files\Microsoft Dynamics AX\60\ManagementUtilities

  • You must have permission to view the Microsoft Dynamics reports and the BusinessAnalyzerConfigurationReport report. Refer to your Microsoft Dynamics product documentation for more information about setting up security permissions for Reporting Services reports.

Configure the Business Analyzer Windows Phone app for Microsoft Dynamic AX

  1. Open Business Analyzer.

  2. Tap the Settings icon on the lower action bar.

  3. Turn the Sample Report Mode setting off and select the Report Server Mode.

  4. If the report server mode is Native, enter the URL for the report server where your Microsoft Dynamics reports are deployed.

    If the report server mode is SharePoint Integrated, enter the document library location where your Microsoft Dynamics reports are deployed.

  5. Enter your credentials and domain name for the domain that your report server is joined to.

  6. To automatically refresh your reports when you start the application, turn on the Auto refresh reports when I launch the application setting.

  7. Tap the check mark icon to connect.

The information in this topic provides answers to some of the frequently asked questions about Business Analyzer.

Business Analyzer is currently only available in US English. Business Analyzer is currently only available from the Windows Store in the following countries/regions:

  • Australia

  • Canada

  • Israel

  • Jordan

  • Kuwait

  • Libya

  • New Zealand

  • Oman

  • Philippines

  • Qatar

  • Saudi Arabia

  • Singapore

  • South Africa

  • Trinidad and Tobago

  • United Kingdom

  • United States

Business Analyzer caches metadata about the reports that are available to add to your home screen. Whenever you create new reports and before you can select the report to display in Business Analyzer, you need to refresh the metadata. To refresh this metadata, navigate to the screen where you select the reports to add and tap or click the command Refresh.

Business Analyzer uses local storage for a cache. To ensure that the reports that you have displayed within the application are no longer available, or to start with a fresh configuration, you must uninstall the application and then reinstall the application. When you reinstall the application, a new cache is created.

Only the reports that are available within one of the Charts and KPIs sub-folders in your report library are available in Business Analyzer. Also, if your report file name contains the text “KPI”, the report will be included in the KPI gallery and section.

Charts are cached from the last time you viewed them using Business Analyzer. You must refresh your data. Swipe up from the bottom of the screen, or right-click and then tap or click Refresh.

Error

Why you might get the error message

"Oops, something went wrong. Exit the application or modify your configuration information."

  • Network disruption

  • There are security problems between the service and your data. For example, you can connect to the Business Analyzer but not to the Reporting Services

  • Your service configuration string is wrong

"Your Business Analyzer service is not configured properly. The application will start in sample mode.”

This error message could be displayed because your Reporting Services server is not properly configured. Verify that you have the necessary configuration reports for your Reporting Services.

"Your Business Analyzer service was recently updated. Please select your reports again.”

  • The Business Analyzer service was updated to point to different Reporting Services.

  • The Microsoft Dynamics GP companion application service for Business Analyzer was changed from sample mode to point to a live service or vice versa.

"Your Business Analyzer service is not configured properly.”

This error message could be displayed because your Reporting Services server is not properly configured. Verify that you have the necessary configuration reports for your Reporting Services.

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