Couldn't retrieve the data for this visual.Please try again later or contact support. If you contact support, please provide these details Power BI Dynamics 365 Finance & Operations

I was getting the below error while trying to access the CFO BI screen.

Couldn't retrieve the data for this visual.Please try again later or contact support. If you contact support, please provide these details

Reason: BI reports are not deployed.

Solution :

Go to  System administration -> Setup -> Entity store and select all/required entities and click on refresh.

Wait until it is refreshed (A record will appear in the refresh log). You may also verify that "Full reset" batch job is enabled and check its recurrence.

In my case I selected all entities and refreshed them.

Go back to the CFO screen and check the BI reports again.

Also, make sure all the settings are configured properly. Ex: App registration, Client and secret is configured in D365 F&O .

@Rahul

Sales Tax code must be entered if the account is a Sales Tax account in Dynamics 365 F&O

I was getting the below error while trying to post a vendor invoice with the sales tax.

Sales Tax code must be entered if the account is a Sales Tax account

Reason: Sales tax code is required when you post a transaction with sales tax group.

Solution 1: 

Go to persolization and add "sales tax code" to the vendor invoice lines screen and select the tax code. Most of the case it should be same as the sales tax group. Then, post the invoice.

Solution 2:

You may also see this error when you are using a sales tax type ledger account in the GL entry and trying to make an adjust/reversal.

To allow/post the entry you will need to disable the sales tax validation on the ledger account which you are tying to make an adjustment

Go to GL -> Chart of account -> accounts -> main accounts

Filter the ledger account -> Posting validation -> And change the sales tax to blank

Now, you can post the GL entry.   After posting the journal entry, remember to change back the configuration to the “Sales tax” in the posting type field.

For more details : https://support.rocksolid.com/hc/en-us/articles/360045430451-D365-Error-sales-tax-code-must-be-entered-if-account-number-is-a-sales-tax-account

The ledger posting group does not have an account for sales tax direction sales tax receivable specified in Dynamics 365 F&O

I was getting the below error while trying to post a vendor invoice.

The ledger posting group does not have an account for sales tax direction sales tax receivable specified

Reason:

"Sales tax receivable" is not filled in for the tax code in "Ledger posting groups"

Solution:

Fill the "sales tax receivable" with the right GL code as shown below.

@Rahul