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D365FO - How to enable the embedded Power BI for D365FO?

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Posted on by MarinaAX 730

Hi there,

Would you be so kind to advise how to enable embedded Power BI for D365FO, please?

Here is an example of the desired configuration: for CFO Overview (LedgerCFOWorkspaceEmbeddedReport)

4011.Embedded-Power-BI.PNG

I followed How to: Configure Power BI for Dynamics 365 for Operations and was able to enable the Embedded Power BI, but only for the Financial Performance.

5543.1588.Power-BI.png

Would you be so kind to advise where I should look to enable additional catalogs: like Cost Management for Ledger budgets and forecasts and CFO Overview for the USMF (Contoso)?

Thank you very much for your help, in advance!

Categories:
Finance and Operations
  • MarinaAX Profile Picture
    MarinaAX 730 on at
    RE: D365FO - How to enable the embedded Power BI for D365FO?

    Thank you very much for you extremely valuable information, Sukrut!!! The platform is D365 FO EE (07-2017) PU12. We discussed our issue and decided to postpone the investigation for now in favor of other tasks. I'll open a new question if we encounter any issue. Again, highly appreciate your prompt help, outstanding experience and knowledge of the product!!!!

  • MarinaAX Profile Picture
    MarinaAX 730 on at
    RE: D365FO - How to enable the embedded Power BI for D365FO?

    Thank you very much for your help, Sukrut! Highly appreciate it!!!

    I suspect that the reason why I am able to see only 2 content packs: Financial Performance and Cost Management, is because I am using the Power BI (native). Could you please comment on my presumption: in order to get an extended list of content packs I need to use the Embedded Power BI? 

  • MarinaAX Profile Picture
    MarinaAX 730 on at
    RE: D365FO - How to enable the embedded Power BI for D365FO?

    Thank you very much for your help, Sukrut! Would you be so kind to advise how to authorize the tile in PowerBI.com, please?

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