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Configure PowerBI.com Integration and Enable Embedded BI in Dynamics 365 Finance and Operations

9 December 20201 min read
Dynamics 365 Finance & OperationsD365Power BIEmbedded BIAzure ADEntity StoreLCSSystem Administration

A checklist for configuring PowerBI.com integration and enabling embedded BI reports in Dynamics 365 Finance and Operations.

Configuration Steps

  1. Register / create a Power BI account using the same domain account as your D365 environment.

  2. Tier 2 environment required — for Tier 1 environments, an additional service is needed.

  3. Register an application in Azure Active Directory (AAD) to enable the integration between D365 F&O and Power BI.

  4. Specify Power BI settings in D365 F&O using the registered AAD app details.

  5. Provide the LCS Project ID with Power BI assets in the Lifecycle Services help configuration field at System Administration > System Parameters > Help.

  6. Validate the PowerBI.com configuration by clicking Get started on the Power BI tile.

  7. Deploy BI reports (and set the LCS connection) at System Administration > Setup > Deploy Power BI files.

  8. Refresh the Entity Store at System Administration > Setup > Entity Store.

Further Reading