Configuring Power BI Integration for Dynamics 365 Workspaces

by | Mar 3, 2017 | Dynamics 365 for Finance and Operations, Power Platform

I recently enabled Power BI integration for a Dynamics 365 for Operations customer. And while the following article on Configuring Power BI for Workspaces https://ax.help.dynamics.com/en/wiki/configuring-powerbi-integration/#register-your-dynamics-ax-deployment-as-a-web-app-in-the-azure-portal was instrumental in enabling the integration between Power BI and Dynamics 365 for Operations (D365 from here on out). But, I wanted to include additional information and screenshots to round out the implementation. This blog is the supplement to the link above to help you enable Power BI integration in your D365 environment.

Getting started with Power BI

To enable Power BI integration with Dynamics 365 for Operations, the following criteria must be met:

1. You must have Azure Active Directory (AAD) administrator privileges
2. You must be assigned to the System Administrator role in Dynamics 365 for Operations
3. You must have had at least one user sign-in to PowerBI.com before
4. You must be using the same tenant for both your deployment and the user log on

Example: If Dynamics 365 was deployed under the contoso.com tenant, the user log on for both Dynamics 365 and Power BI should be in the format UserName@contoso.com.

Power BI Integration Steps:

1. Go to https://dev.powerbi.com/apps

2. Sign in with your AAD Admin account and complete Step 1 by clicking Sign in with your existing account.

Register an application for Power BI

3. Assume my Dynamics 365 Production URL is: https://Prod-D365ProdAOS.cloudax.dynamics.com I would complete Step 2 as follows:

Test Power BI Integration

4. Grant access to the Power BI API’s in Step 3.

Choose APIs to access

5. Click Register App to retrieve the client ID and client secret which we will paste into Dynamics 365.

NOTE: Be sure copy the client secret and keep it safe until we are done. Once the screen is gone, the key is gone.

Register your app

6. If you want to remove this registration or review it you can do so by:

a. Login to https://portal.azure.com with your AAD Admin account
b. Click More services
c. Search for App Registration and click on it

Power BI App registrations

c. Select your App Name for additional details:

Details on app registration

To delete the app registration, I’ve found that in the Beta portal you need to mark Multi-tenanted as NO before the Delete option becomes available. This is found in the Properties pane after selecting the app from the App registrations pane.

Setting properties for Power BI

If the option is not there, click Manifest and change “availableToOtherTenants”: true to “availableToOtherTenants”: false.

Test Power BI integration

Configure Dynamics 365 for Operations Integration

1. Launch Dynamics 365 and navigate to System Administration and click Power BI

Configure for Power BI Integration

2. Click Edit and enter the following information, be sure to click the slider next to Enabled:

Power BI configuration

For the fields above, enter the following pieces of information:

Power BI fields configuration

3. Click Save, navigate to Workspaces, Reservation Management, scroll to the right and you should see the following. Click Get started to run through the authorization process.

Connect Power BI account

4. Click, Click here to provide authorization to Power BI to begin the authorization process

Authorize Power BI

5. Click Accept to grant the required permissions for the integration

Test Power BI Integration

6. You should hopefully then see this message:

You've completed the Power BI authentication process.

7. To validate the integration, navigate back to Reservation Management under Workspaces

Validate the Power BI Integration

Again, click on Get started

Connect to Power BI to get started

Hopefully, you’ll then see the Open tile catalog window. In my example below you can see the various dashboards, I have sitting in PowerBI.com.

Power BI Tile catalog

I check the tiles I’m interested in and they get added to the workspace

Power BI reservation management

 

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