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.
Note: Depending on your version, you may need to add /OAuth as a suffix to the URL or use HTTP instead of https as the protocol, such as https://contosoax7.cloud.dynamics.com/oauth or http://contosoax7.cloud.dynamics.com/oauth.
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:
Once you create and publish a report in the Power BI Desktop app, you can access the same report in Dynamics 365 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:
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
Talk to Dynamics 365 experts for your concernsContact Us