Configure Power BI for Dynamics 365 for Operations



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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