Forum Discussion
Helper IIIData not Updating in Power BI Report deployed in Dynamics 365 Finance and Operations
Hi I_NeedMorePower ,
Thank you for reaching out to Microsoft Fabric Community Forum.
You're using Power BI with D365 Finance and Operations (D365FO) and have deployed a report using Import mode with a UAT SQL connection. While the report works fine in Power BI Desktop, it's not showing updated data inside D365FO after deployment.
This happens because Import mode reports don't automatically refresh in D365FO. When you use Import mode, the data is stored within the report, and it doesn’t re-fetch data from the database unless you manually refresh and redeploy the report.
You tried DirectQuery, but that mode isn’t supported for embedded Power BI reports in D365FO.
You can try a few workarounds.
You have two options:
- Manual Refresh (Short Term):
Refresh the data in Power BI Desktop->save the file and then redeploy the .pbix to D365FO every time you want updated data. - Use Power BI Service Integration
- Publish the report to the Power BI Service.
- Set up scheduled data refresh using a gateway.
- Connect D365FO to that report using Power BI workspace integration (not via a .pbix file).
If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!
Regards,
B Manikanteswara Reddy
- Manual Refresh (Short Term):
Hi I_NeedMorePower ,
Thank you for reaching out to Microsoft Fabric Community Forum.
You're using Power BI with D365 Finance and Operations (D365FO) and have deployed a report using Import mode with a UAT SQL connection. While the report works fine in Power BI Desktop, it's not showing updated data inside D365FO after deployment.
This happens because Import mode reports don't automatically refresh in D365FO. When you use Import mode, the data is stored within the report, and it doesn’t re-fetch data from the database unless you manually refresh and redeploy the report.
You tried DirectQuery, but that mode isn’t supported for embedded Power BI reports in D365FO.
You can try a few workarounds.
You have two options:
- Manual Refresh (Short Term):
Refresh the data in Power BI Desktop->save the file and then redeploy the .pbix to D365FO every time you want updated data. - Use Power BI Service Integration
- Publish the report to the Power BI Service.
- Set up scheduled data refresh using a gateway.
- Connect D365FO to that report using Power BI workspace integration (not via a .pbix file).
If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! |
Regards,
B Manikanteswara Reddy
I_NeedMorePowerHi dear v-bmanikante,
Thank you for your detailed reply.Unfortunately the requirement is to have the power BI reports embedded inside D365FO and have up to date data.
So the first option will not meet the requirement.
as for the 2nd suggestion, this will require a pro license at least to share the report between users. So this might be an alternative solution.
I believe there is a way to embed the Power BI report in D365 and have up to date data.
I'm looking for solutions and I read an article to look into having the power bi datasources to be in "Direct Query" mode but instead of reading the tables from AxDB, it should read from AxDW (Data warehouse, Entity Store). But I still need to try it.
The strange thing is that when data sources were in "Direct Query" mode, the deployment was hitting an error. So maybe it was because directing to AxDB.
I will try with AxDW and see if the deployment will succeed.
Appreciate your help and support !