Dynamics 365 Finance
Category
Jul 19, 2023
Published date
Text
Article Type
AI Summary
- Power BI is a powerful business intelligence tool that can be integrated with Dynamics 365 Finance and Operations (D365FO) to provide insightful reports and dashboards.
- To configure Power BI in D365FO, you need to have access to the Power BI service and register a new app.
- API permissions for the app registration should include Content.Create, Dashboard.Read.All, Dataset.Read.All, Dataset.ReadWrite.All, Report.Read.All, and Workspace.Read.All.
- Permissions in the Power BI service should be granted by adding the D365FO user account or security group to the desired workspace.
- In D365FO, the Power BI integration can be enabled in System Administration > Setup > Power BI configuration by checking the "Enable Power BI Integration" checkbox and providing the application ID and client secret ID from the app registration.
- Power BI reports can be deployed in D365FO by navigating to System Administration > Setup > Deploy Power BI files and selecting the required report.
- Power BI reports can be embedded in D365FO by opening the desired workspace, clicking on "Options," selecting "Personalize this form," and adding a Power BI tile with the report URL or dashboard URL.
- The changes made to the form in D365FO should be saved and published for the Power BI report tile to be visible to users in the designated workspace.Configuring Power BI in Dynamics 365 Finance and Operations allows organizations to leverage insightful reports and dashboards for data analysis and visualization, enabling informed decision-making. It is important to ensure appropriate permissions and access control settings to maintain data security and governance. Power BI and D365FO working together can unlock valuable insights and drive business success.
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