For the complete documentation index, see llms.txt. This page is also available as Markdown.

Understand Power BI license requirements

Check which package, permissions, and external access you need for Power BI.

Power BI use depends on both OutSmart access and Microsoft access.

Check both before you start the setup.

What you need

  • an active Power BI Power-Up in OutSmart

  • access to Settings → Data Sync

  • access to Microsoft Power BI for reporting

What to verify

Check these points in your account:

  • the Power BI Power-Up is active

  • the right user can manage the setup

  • the Data Sync settings are available

Package and license availability can differ per account.

Frequently asked questions

Where do I check whether the license is active?

Check the License Manager in the BackOffice.

Do I also need Microsoft access?

Yes.

You need Power BI access on the Microsoft side.

What if the settings are missing?

First check the license status and your permissions.

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