Integrating Power BI with Microsoft Dynamics 365 Finance and Operations (D365 F&O) can enhance your analytics capabilities by allowing you to create powerful dashboards and data visualizations directly from your D365 F&O data. Below are the steps to integrate Power BI with D365 F&O:
Step-by-Step Guide to Integrate Power BI with D365 F&O
1. Service Principal Registration (Optional)
If you want to access data securely and manage permissions for Power BI, it's recommended to create a Service Principal in Azure Active Directory.Go to Azure Portal: Navigate to the Azure portal (https://portal.azure.com/).
Register an Application:Go to "Azure Active Directory" > "App registrations" > "New registration".
Give your application a name and select an account type that meets your needs.
Register the application.
Create a Client Secret: In the app's "Certificates & secrets" tab, create a new client secret and note it down.
API Permissions: Go to "API permissions" and grant the necessary permissions (Delegated and/or Application permissions) to allow access to your D365 data.
2. Generate Power BI Report
Connect to D365 F&O Data:Open Power BI Desktop.
Select "Get Data" > "OData Feed".
Enter the D365 F&O OData URL, which is usually in the format: https://your-instance-url/data.
Authenticate using either a Microsoft account or the Service Principal created earlier.
Select Data Entities: After connecting, you can browse through the available data entities provided by D365 F&O. Select the entities you want to use for your report.
Model Your Data: Once you have selected your data, you can transform and model it using Power BI's capabilities. This may include creating relationships, calculated fields, or measures as required.
Create Visualizations: Using the selected and modeled data, build your Power BI visualizations, including charts, tables, and dashboards.
3. Publish to Power BI ServiceSave Your Power BI Report: Save your report to a local file.
Publish to Power BI Service:Click on the "Publish" button in Power BI Desktop.
Select the destination workspace in the Power BI Service where you want to publish your report.
4. Create Dashboards (Optional)Go to Power BI Service:Log in to Power BI Service (https://app.powerbi.com).
Locate the report you’ve just published.
Create a Dashboard:Select "Create" followed by "Dashboard".
Pin your report visuals to the dashboard for a consolidated view.
5. Schedule RefreshSetting up Data Refresh:In the Power BI Service, navigate to the dataset settings for your report.
Under "Schedule refresh", configure the refresh frequency based on your needs to ensure that your data stays up-to-date.
Depending on your data source's nature and permissions, make sure that the credentials for data access are correctly configured.
6. Share the Report/DashboardSet Permissions: Assign permissions to users or groups who should have access to the report/dashboard.
Share Dashboard/Report: You can choose to share the dashboard with specific users or groups, or you can publish it to the web depending on your organization's policies.
Important ConsiderationsEnsure that the D365 F&O instance is set up to allow OData access. This may involve enabling OData services in the D365 F&O environment.
Keep in mind the licensing requirements for both Power BI and Dynamics 365 to ensure compliance with your organization's policies.
Regularly monitor and manage data access permissions to maintain security and compliance within your organization.
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