How to: Configure Power BI for Dynamics 365 for Operations

One of the coolest things about Microsoft Dynamics 365 for Operations is the Power BI integration. Power BI is now the primary Business Intelligence tool for Dynamics 365. After you have deployed your instance of D365 for Operations through LCS (Lifecycle Serivces) you also have to configure the Power BI integration. I did this recently and of course I’m going to share with you how to do it The procedure was fairly easy. There are two different aspects on how to get this working, some of the setup is done in Power BI and the rest is done in D365. We will start working with the Power BI part of it. Here are the steps:

Prerequisites

• At least one AAD account in your tenant must be registered with PowerBI.com.
  • Follow the instructions at https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-sign-up-for-power-bi-service/.
  • After you’ve created your AAD account, sign in to https://app.powerbi.com.
  • At least one user must sign in to PowerBI.com before the configuration can be completed.
• You must have AAD administrator privileges.
• You must be assigned to the System Administrator role in Dynamics 365 for Operations.
• You must be using the same tenant for both your deployment and the user logon. For example, if the environment was deployed under the contosoax7.onmicrosoft.com tenant, the user logon for both Dynamics 365 for Operations and Power BI should be in the format myname@contosoax7.onmicrosoft.com.

First we have to register our Dynamics 365 for Operations deployment as an web app. This is done by going to this web page: http://dev.powerbi.com/apps

1. Login to you Power BI account
2. There are some fields we need to fill in:
   1. AppName (e.g. “D365PBI”
   2. AppType (Server-side Web app)
   3. Redirect URI (this will be your instance URL with “oauth” at the end. E.g https://D3651611aos.cloudax.dynamics.com/oauth)
   4. Home Page URL (This will be your instance URL. E.g https://D3651611aos.cloudax.dynamics.com/)
3. Choose APIs to access
4. Then hit “Register App”. This will generate a Client ID and a Client Secret which we are going to input inside D365.
5. Keep this window open, we need to copy paste the keys into D365.

More information about this setup can be found here.

1. Ok, so our app i registred. Open up a new window and logon to D365 and head over to System Administration -> Setup -> Power BI

2. Click “Edit” and enable the Power BI configuration.

3. Under Client ID, paste the key you got from the Power BI app registration form (Client ID)

4. Under “Application key”, paste the key you got from the Power BI app registration form (Client Secret)

5. Click “Save”

6. Go to the “Budget Planning Workspace” for instance and look for the Power BI column inside the workspace:

6. Click on the “Get started” button and Authorize access to Power BI. You can now select reports and dashboards from Power BI and pin them to your workspace:

If you want more detailed information about this setup, go to this website.

As always, use the comment area below or send me an email if you have any questions!

Cheers!