Create an instance

Get your first BI4Dynamics instance running in minutes.

Follow these steps:

1. Add your license
   Import an existing license or request one from your partner
2. Create a new instance
   Enter the instance name and choose your destination, SQL Server or Azure
3. Test connectivity
   Make sure your connection to Dynamics works before moving forward
4. Add your data source
   Select your Dynamics environment and enter credentials
5. Configure structure
   Select companies, define financial dimensions, set additional currency if needed
6. Deploy the framework
   This creates your data warehouse and semantic model
7. Load metadata
   Copy from an existing instance or load from Dynamics
   This prepares the system for reporting