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Finance | Project Operations, Human Resources, ...
Suggested answer

How to access the data using Power BI from Dynamic 365 FO to Data Warehouse

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Posted on by

Hi,

Is there any way to use power BI and get the data from D365 Finance and Operation and push it to data warehouse? Any documentation on this will be very helpful

Thanks

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  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at
    RE: How to access the data using Power BI from Dynamic 365 FO to Data Warehouse

    Hi Sayanika,

    If you looking to push data externally and then utilize Power Bi on top, please refer link below:

    docs.microsoft.com/.../export-entities-to-your-own-database

  • SayanikaSM Profile Picture
    on at
    RE: How to access the data using Power BI from Dynamic 365 FO to Data Warehouse

    Hi Satish

    Thanks for the quick response.

    Actually I need help on implementation of a data warehouse and exploring how to get access from Dynamic 365 Data - Analytics - Self-Service BI.

    Any idea on this will be very helpful

    Regards

  • WillWU Profile Picture
    22,361 on at
    RE: How to access the data using Power BI from Dynamic 365 FO to Data Warehouse

    Hi Sayanika,

    You can connect to D365FO with PowerBI to get data by 'Odata feed',

    1,go on Power BI Desktop

    2,In the ribbon, click on "get data" lower button, and choose "OData feed"

    3,Then enter the URL you usually have for you environment,  at the end of your URL, you have to add "/data" Here is a contoso example :

       contosoaos.cloudax.dynamics.com/data 

    4,Then you just have to enter the credentials you have for you user account on AX. Personnally it's an organizational account, choose the kind of credentials that fit you situation best.

    When you finish it, you'll have access to all the tables you're allowed to have, according to your security rights and priviledges,pick the one you want in the list and load them to your Power BI workspace to start working.

    But with odata connection, you can never see all your tables, views, only the entities which are made available.

    As Satish said, i also think 'BYOD' is a good choice, just create a new database so that you can point Power BI to that.

  • Crispin John Augustine Profile Picture
    37,081 on at
    RE: How to access the data using Power BI from Dynamic 365 FO to Data Warehouse

    Data lake is exactly meant for this.

    D365FO data flows to Data lake.

    But this is still evolving.

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