Configuring Power BI in D365 Finance and Operation

 Configuring Power BI

In this blog, we can connect to Microsoft Dynamics 365 for Finance and Operations with Power BI Desktop to create custom Dynamics 365 reports and dashboards for use with the Power BI service.To enable Power BI the very first thing you have to do is configure your Power BI with Dynamics 365 for first use.

Step1: 

Log in to your Power BI account using https://powerbi.microsoft.com/en-us/.


Step2:

Give details about the application and Dynamics 365 for Finance and Operations environment, you can refer to the following for more clarity:
  • App Name: Give an application name
  • App Type: Choose a server-side web app
  • Redirect URL: Add OAuth at the end of the home page URL
  • Home page URL: Application URL

Step3: 

Choose APIs to access:


Step4:

Register your app:
In this step, click on Register App and the system will create client ID and client secret for your new app. Keep a backup of both values, you need to put these values in the next step: 


Step5:

Now open Dynamics 365 for operation and navigate to System Administration | Setup | PowerBI.com configuration.

Use the client ID and Application Key, and add the details here which have been generated from the last step respectively


Step6:

Now open any workspace, on the right side you will get a Power BI tile, click on Get Started:


Step7:

Now authorize Power BI using admin credentials. Once done with this step you will get power BI tiles on the workspace

Step8:

Now navigate to System administration| Setup | System parameter, and go to the help tab. You will get a notification for connecting with LCS, select Click here to connect to LCS:


On successful authentication, you will get selection data in the Help tab

Step9:

Fill in the required details here:



Step10:

Now navigate to System Administrator | Setup | Entity Store and refresh all aggregate measurements. You can set batch jobs as well for this activity:

Step11:

Now you will get these in your LCS account under Shred Asset library | Power BI reports. You can download the pbxi files to modify the Power BI desktop application

Step12:

Go to System Administrator | Setup | Deploy Power BI files and deploy all required BI files from this screen



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