web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Embedded Power BI report in D365FO

(1) ShareShare
ReportReport
Posted on by 30
Hi Team,
 
I have found below link to embedded power BI report in D365FO.
 
 
I have few queries. below things are not mentioned in the above link
 
1. Is the report will open in browser ?
2. Is data refresh will happened automatically based on schedular?
3. Can we add multiple report under say example - Power BI workspace?
4. In future, if we modified the existing power Bi report then how I will do the changes in D365FO ?
 
Pls give me more shed on this.
Thanks!
 
 
I have the same question (0)
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,623 Super User 2025 Season 2 on at
    I believe embedded Power BI is going the way of the dinosaur.  Please review this article - Business performance analytics home page - Finance | Dynamics 365 | Microsoft Learn
  • Community member Profile Picture
    16 on at
    Thanks Frank
     
    Can you please reply based on point wise please. 
     
    Kindly elaborate me please 
     
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,623 Super User 2025 Season 2 on at
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at
    Hi,
     
    1. Is the report will open in browser ?- Yes you can add the link to Web view (General tab on D365 > Share> Get Link)
    2. Is data refresh will happened automatically based on schedular? - Yes based on defined frequency on Entity store in (System admin > setup)
    3. Can we add multiple report under say example - Power BI workspace? - Yes you can add 
    4. In future, if we modified the existing power Bi report then how I will do the changes in D365FO ? - You have edit and publish option on power Bi report in d365 and publish

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 660 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 549 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 307 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans