PrintVis Sales Power BI App

Overview: What This App Does

The PrintVis Sales Power BI App gives your sales team instant visibility into quotes, orders, customer activity, and revenue trends—straight from your PrintVis environment.

⚡ Real-time updates 📈 Prebuilt dashboards 💡 Insight into quote-to-order conversion, top customers, and sales trends

How to Setup the App

1. If you haven't already installed the app follow the guidance on the Power BI Overview page

2. Open the App and click Connect your data

   • Connect your data can be found in the upper yellow ribbon at the top of the report

3. Find the necessary information in your Business Central environment

   • Tenant ID can be found in the Help & Support resource area (? top-right corner of Business Central)
   • Report a problem section

   • It will be listed as Microsoft Entra tenant ID (example: 687a2af3-b9f4-8325-a609-f980f7d93d07)

   • Environment will be listed next to that tenant ID but exclude the text inside the ()

   • Company Name can be found by searching for "Companies" and using the Name value

Note: Your tenant must have the PrintVis Business Central App already installed.