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SamInogic's avatar
SamInogic
Icon for Super User rankSuper User
1 year ago
Solved

Help with Editing Data Source Credentials in PowerShell for Power BI Embedded Dashboards in D365 CRM

Hello, We are currently migrating Power BI embedded dashboards from one Dynamics 365 CRM tenant to another. The process involves creating a new Power BI report within a workspace. Since the Dynamic...
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  • SamInogic's avatar
    SamInogic
    1 year ago

    Hi,

     

    Thanks so much for all your help and suggestions. After trying the different recommendations, we followed these steps, and it resolved the issue:

    $body = @{

        "credentialDetails" = @{

            "credentialType"         = "OAuth2"

            "encryptedConnection"    = "Encrypted"

            "encryptionAlgorithm"    = "None"

            "privacyLevel"           = "Organizational"

            "useCallerAADIdentity"   = $true

        }

    }

     

    # Convert the body to JSON format

    $jsonBody = $body | ConvertTo-Json -Depth 5

     

    Invoke-PowerBIRestMethod -Url "https://api.powerbi.com/v1.0/myorg/gateways/$($datasource.GatewayId)/datasources/$($datasource.DatasourceId)" -Method PATCH -Body $jsonBody

     

    I appreciate the time you all took to assist me.

     

    Thanks!

     

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi SamInogic ,

Could you please provide the following info for the further troubleshooting?

  • Whether the access token $accesstoken is being retrieved correctly and is valid?

  • Whether the gateway and data source IDs used in the endpoint URL are correct and accessible within the new tenant?

  • Whether the account you are using has the necessary permissions for updating data source credential?

# Connect to the Power BI Service
Connect-PowerBIServiceAccount

# Get Access Token
$accesstoken = Get-PowerBIAccessToken

# Construct the request body
$patchBody = @{
"credentialDetails" = @{
"credentials" = @{
"accessToken" = $accesstoken
}
"encryptedConnection" = "Encrypted"
"encryptionAlgorithm" = "None"
"privacyLevel" = "Organizational"
"useEndUserOAuth2Credentials" = $true
}
}

# Convert the request body to JSON
$jsonBody = $patchBody | ConvertTo-Json -Depth 10

# API Endpoint (replace with your specific gateway and data source ID)
$apiUrl = "https://api.powerbi.com/v1.0/myorg/gateways/9eaed562-e9c2-46e4-91cf-276ed0947b41/datasources/f118185..."

# Send the PATCH request
Invoke-PowerBIRestMethod -Url $apiUrl -Method Patch -Body $jsonBody -ContentType "application/json"

Best Regards