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Configure PowerBI Integration With D365 FnO

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Anugula Janakiprasad
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15 views11 pages

Configure PowerBI Integration With D365 FnO

Bbn

Uploaded by

Anugula Janakiprasad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Power BI Configuration

How we can configure the built-in power BI functionality in D365 FnO

This functionality requires a one-time configuration of your environment. An administrator must do


this step to enable Microsoft Power BI to communicate and authenticate correctly

Registration process

• Sign in to https://portal.azure.com/ using an Azure tenant admin account.


• Go to Microsoft Entra > App registrations > New application registration.
• Enter the following values:
o Name – Enter the name of your app.
o Supported account types – Enter only accounts that are directly in this
organization (single tenant).
o Application type – Enter Web.
o Redirect URI – Enter the base URL of your client with oauth appended to the end,
such as https:environment URL/oauth.
• Select Register.
• Copy the Application (client) ID value. You will use this value to connect to the
PowerBI.com service.
•
Select Manage > API permissions > Add a permission > Microsoft APIs > Power BI Service.

1. Select Delegated permissions.


Enable the following permissions:

Content--->Content.Create
Dashboard--->Dashboard.Read.All
Dataset--->Dataset.Read.All
Dataset.ReadWrite.All

Report--->Report.Read.All
Workspace--->Workspace.Read.All
• After enable all above permission You must grant admin consent for the permissions to allow
reports to be published to Power BI. By pressing Add Permissions Button

• Select Manage > Certificates & secrets.

• In the Client secrets field, select New client secret.

• Enter a value in the Description and Expires fields, and then select Add.

• Make a note of the Application ID and Secret Value values. You will use these values in the
next procedure.
Specify Power BI settings in D365 Finance and Operations

• Select Edit.

• Set the Enabled option to Yes.

• In the Application ID field, enter the Application ID value that you got from Power BI in the
previous procedure.

• In the Application key field, enter the Secret Value value that you captured in Microsoft
Entra ID in the previous procedure.

• Select Save.

• Click on the Dynamics Lifecycle Services


If you're starting Power BI from the application for the first time, you're prompted to authorize sign-
in to Power BI from the client. Select Click here to provide authorization to Power BI.

To validate the PowerBI.com configuration, select Get started.


Once the Authentication is completed successfully then you need to refresh the entity stores for
populating data on Dashboard,
Note: financial data will not populate until unless complete the following prerequisite

1. Attached proper account categories with main account


2. Account type should be select proper like Assets, Liabilities, Equities, Revenue and
Expenses instead of Balances Sheet and PNL

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