Configure Power BI for Dynamics 365 for Operations
Step-1. Go To https://dev.powerbi.com/apps
Step-2. Login with Existing Account or Create New Account
Step-3. Now Fill the below fields
- App Name
Write the application Name
- App Type
There are two types of applications available server-side and Native.. in this blog we are using the server-side application
- Redirect URL
Enter your D365 Page URL for example purpose we are using demo URL
https://usnconeboxax1aos.cloud.onebox.dynamics.com/oauth
- Home Page URL
https://usnconeboxax1aos.cloud.onebox.dynamics.com/
Step-4. Choose The API access as per your requirement. for demo purposes I have clicked on ALL checkboxes.
Please check the below screenshot.
Step-4 Register Your App
Once you set everything clicks on the register button. By clicking on the register button Team PowerBI will register your Application. After registration, Your client ID and secret (for web apps only) will appear below. Be sure to copy the values into your app.
Save the client ID and client secret key they will not appear after refresh of the page
Step-5 Open D365FO and Go to System Administration -> Setup -> Power BI
Click Edit Button and enable the Power BI configuration
Under Client ID, paste the Client ID you Saved during app registration
Under Application key, paste the Client Secret Saved during app registration
Please check the below screenshot for reference.
Step-6 Go To any workspace in this demo we are using Cost Administration
Step-7 Click on the “Get started” button and Authorize access to Power BI. Now you can select reports and dashboards from Power BI
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