Dynamics Community Forum Thread Details

Data not Updating in Power BI Report Embedded in D365FO

Hi dear community !

I have deployed a power bi report into D365 FO.

I have changed the data source credentials to have UAT temporary SQL connection through LCS.

The report is working fine on Power BI desktop using the temporary SQL connection string of UAT (Which I got from LCS).

The problem is now after I open my report inside D365FO, the report is not getting the new data.

I tried first to develop the report data source using "Direct Query" mode, but I was not able to deploy the report into D365FO because of an error which was preventing me of report deployment because the data source was on Direct Query Mode.

After I switched to "Imported" mode for the data sources, I was able to deploy the report successfuly inside D365FO.

But now the issue is the data of the report are not getting updated. It's still showing the data as per what was imported before deployment. No new data are being synched in the report.

How can I make the Power BI report to be up to date with data inside D365FO?

The data source I am using was SQL Server AxDB tables with imported mode.

Any advice is appreciated !

Thanks in advance !

Categories:

Dynamics 365 Finance

This will not work since you cannot access the SQL database from outside F&O in production environments.

For Embedded BI reports, you need to build your reports based on the entity store, as documented here: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/author-distribute-power-bi-reports?context=%2Fdynamics365%2Fcontext%2Fcommerce

If you want to make reports on raw D365 F&O, you are looking into building an analytics solution either based on Synapse Analytics or Fabric. But it might be a bit out of scope of this question.

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/export-to-data-lake

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/azure-synapse-link-view-in-fabric

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