Power BI provides a way to integrate or embed your reports or dashboards into your website or app. One such way is by using Power BI Embedded – a technique or feature to integrate your Power BI reports into any platform without the need to have a Power BI account to view the reports.
Power BI Embedded uses Azure Active Directory to generate an Access token. Once, you have an access token then you can easily integrate or embed the reports into Dynamics 365 Finance and Operations.
Administrator rights on Dynamics 365 for Finance and Operations and Visual Studio
An account created in PowerBI.com
Power BI Desktop installed on your desktop
Use the same login that you use for PowerBI Service
Steps for integrating Power BI with Dynamics 365 Finance & Operations
Copy the Application ID. This will be used to connect to the PowerBI.com service
Click API Permission > Add Permission > Select Power BI Service (Power BI)
Select Power BI Service. Then Add Permission
Specify Power BI setting in Finance & Operation
Go to System Administrator > set up > Power BI. Com Configuration
Paste your application ID and application key that you received from the Azure app
Power BI Desktop is a tool needed to develop new Power BI reports. Here’s how you can connect the Power BI desktop with Dynamics 365 Finance and Operations database:
Open Power BI desktop and login with your PowerBI login credentials
Click on Get data and select the SQL Server
Enter the SQL Server database details on the next screen. Select DirectQuery in Data Connectivity mode. This enables reports to be created over large volumes of data. Additionally, the reports created by using Direct Query technology will get stored in Dynamics 365 for Finance and Operations and will not be cached in PowerBI Service
Once connected to the Dynamics 365 database, all the Aggregate measures available in Dynamics 365 for Finance and Operations will be presented. You can select the required measures to design and develop the reports.
Hence, you can then publish the report to a specific workspace created in PowerBI.com
Once the report is published from Power BI desktop, as a result, it will be available on PowerBI.com. You can pin it there to make it available to choose in Dynamics 365 Power BI tiles.
Steps to get Power BI report in Dynamics 365 F&O
Once you create and publish a report in the Power BI Desktop app, you can access the same report in Dynamics 365 F&O.
Go to System Administrator > setup > Deploy Power BI report files > click Deploy Power BI files
Create Workspace for open Power BI report in D365 F&O
To open the Power BI report and make changes in the report created in the Power BI desktop app, you have to create a form as a workspace and add your Power BI report in that form. To create a form as a workplace, follow the below steps:
Set Pattern of form as Workspace Tabbed
Add your menu item of form in the created tile
Create an extension of nav pan menu
Add submenu in that extension
Right-click on the submenu and add menu element tile
You will see the Power BI tab after you configure Power BI with Dynamics 365 F&O. Click on Edit analytics to edit the Power BI report in D365 F&O. In the next screen, you can create a new report and edit report in Dynamics 365 F&O.
Dynamics 365 for Finance and Operations and Power BI are a great combination for users and business analysts. One great benefit is that Power BI reports are easy to share. There are a few Power BI content/reports already available for use in LCS (Microsoft Lifecycle Services). To know more about the integration of Power BI and Dynamics 365, contact us at firstname.lastname@example.org