Welcome
Thank you for choosing the RoboSMART Multi-Company Report Power BI Template App.
This template app is designed to help organizations using Microsoft Dynamics 365 Business Central consolidate and analyze data from multiple companies within a single Power BI report. It provides interactive dashboards, business insights, and KPI monitoring to support informed decision-making.
Overview
The RoboSMART Multi-Company Report enables users to connect their own Microsoft Dynamics 365 Business Central environment and generate consolidated reports across multiple companies.
The report includes interactive visualizations that help users monitor business performance while maintaining the flexibility of Power BI.
Key Features
• Multi-company reporting from Microsoft Dynamics 365 Business Central
• Interactive dashboards and KPIs
• Company-level filtering
• Financial and operational insights
• Scheduled data refresh through Power BI Service
• Secure authentication using Microsoft credentials
Prerequisites
Before installing the template app, ensure that you have:
• An active Microsoft Power BI account.
• Access to Microsoft Dynamics 365 Business Central.
• Appropriate permissions to access Business Central data.
• Permission to install Power BI Template Apps within your organization.
• Internet connectivity for authentication and dataset refresh.
Installation
Install the RoboSMART Multi-Company Report from Microsoft AppSource.
Open the installed Template App in Power BI Service.
During setup, provide the required Business Central connection details.
Authenticate using your Microsoft Business Central account.
Wait for the initial data refresh to complete.
Once refresh is successful, begin exploring the dashboards.
Supported Data Source
Microsoft Dynamics 365 Business Central (Cloud)
The template app is designed to connect to supported Business Central environments using Microsoft authentication.
Troubleshooting
Unable to Connect
Please verify:
• Business Central URL is correct.
• Authentication credentials are valid.
• Your account has permission to access the required companies.
• Internet connectivity is available.
Dataset Refresh Failed
Possible causes include:
• Expired credentials
• Insufficient permissions
• Business Central service unavailable
• Network restrictions
Missing Data
If expected data is not displayed:
• Confirm the selected companies contain data.
• Verify that your Business Central user has access to all required companies.
• Refresh the dataset.
• Check any report filters or slicers.
Frequently Asked Questions
Does the template app modify Business Central data?
No. The template app provides read-only reporting and does not modify Business Central data.
Can I customize the report?
Yes. After installation, you may create your own copy of the report and customize it to suit your business requirements.
Does the report support multiple companies?
Yes. The report is specifically designed to consolidate reporting across multiple companies within Microsoft Dynamics 365 Business Central.
Is my data stored by the publisher?
No. Your data remains within your Microsoft Power BI and Business Central environment. The publisher does not collect or store your business data.
Known Limitations
• Requires Microsoft Dynamics 365 Business Central (Cloud).
• Data availability depends on user permissions.
• Initial dataset refresh time may vary depending on data volume.
• Performance may be affected by very large datasets.
Support
For technical assistance, installation support, or questions regarding the template app, please contact your implementation partner or support team.
Support Email: support@robo-soft.net
Support Hours: Monday–Friday, 9:00 AM–6:00 PM (IST)
Version
Application: RoboSMART Multi-Company Report
Version: 1.0.0.1
Last Updated: July 2026
Feedback
We welcome your feedback and suggestions for future enhancements. Please send comments or feature requests to the support email listed above.