This section describes how to edit the DSN configuration and then authenticate and connect to Microsoft Dynamics GP APIs.

DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.

Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.

User DSN

Complete the following steps to edit the DSN configuration:

1. Select Start > Search, and enter ODBC Data Sources in the Search box.
2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
3. Select the system data source and click Configure.
4. Edit the information on the Connection tab and click OK.

System DSN

Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.

Connecting to Microsoft Dynamics GP

To connect set URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId to the unique identifier of the company you are connecting to. You can obtain this value by querying the Company table and leaving the property empty.

Authenticating to Microsoft Dynamics GP

The Microsoft Dynamics GP data source supports the following authentication methods:

• Anonymous Authentication
• WS-Security (WSS) Authentication
• Basic Authentication
• NTLM User Authentication
• Digest
• Negotiate (Kerberos)

Anonymous Authentication

In some situations, you can connect to Microsoft Dynamics GP without setting any authentication connection properties. To do so, set the AuthScheme to None, and you are ready to connect.

WS-Security (WSS)

Set the User and Password to connect and set AuthScheme to WSS.

Note: WSS Authentication is the default authentication scheme.

Basic

Set the User and Password to connect and set AuthScheme to Basic.

Windows (NTLM)

Set the Windows User and Password to connect and set AuthScheme to NTLM.

Digest

Set the User and Password to connect and set AuthScheme to Digest.

Kerberos

See Using Kerberos for details on how to authenticate with Kerberos.

Fine Tuning Data Access

The connector returns data summaries by default to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.