How to deploy a Dynamics365 - PowerBI dashboard to other Dyn365 environments

[CarlosAlgarra]

Hello all, 

Context: a client has 3 Dyn365 environments : DEV, TEST, PROD.  we make changes on DEV, export changes in a Solution and import the Solution to TEST and PROD.

In Dyn365, one could create a normal Dyn365 Dashboard in DEV, add it into a Solution, export and import into TEST and PROD Dyn365 environments, and it will show the data from the corresponding environment (TEST or PROD). No more extra setup

But, how is this process when using a PowerBI Dashboard embedded in Dyn365 (having Dyn365 as the only source)??

Context: we now made two reports in PBI Service. One connecting to Dyn365-TEST and other connecting to Dyn365-PROD. 

When embedding a PBI Dashboard in Dyn365 DEV environment (for instance), one need to choose the PBI Workspace and Dashboard. In our case we link it to PBI-Test Workspace.  The Dyn365-PBI Dashboard in Dyn365-DEV is fixed to the PBI-Test Workspace

Then, when distributing this Dynamics Solution to other environements, PROD for instance, the Dyn365-PBI Dashboard in PROD will be taking and showing data fromPBI-TEST Workspace.  Then one need to update manually the Dyn365-PBI Dashboard to connect to PROD PBI Workspace.

is this the only way to do it?  updating the PBI dashboard every time the Dyn365 solution gets imported? 

Is there a simpler and correct  mechanism to achieve this? 

[Anonymous]

Hi @CarlosAlgarra ,

There are strategies to streamline this process:

1.Parameterize the Power BI Report's Data Source.

Please refer: How to Parameterize Data Sources in Power BI | phData

2.After deploying your Dynamics 365 solution to a new environment, use the Power BI API to programmatically update the embedded dashboard's workspace assignment. This can be achieved by developing a small script or tool that runs post-deployment to ensure the Power BI dashboard points to the correct workspace. 

3.If your organization uses Power BI Service's deployment pipelines feature, consider leveraging it to manage the lifecycle of your Power BI content across different workspaces corresponding to your Dynamics 365 environments. This feature allows for easier promotion of content from development to test and production workspaces. For more information on deployment pipelines, please visit  Overview of Fabric deployment pipelines - Microsoft Fabric | Microsoft Learn

Best Regards,

Neeko Tang

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