Forum Discussion
Unable to Configure Scheduled Refresh for a Power BI Report Using Dy365 Finance and Operations
- 2 months ago
amal_01
Power BI attempted to use the stored OAuth refresh token, but Azure AD rejected it.
Try these steps
Power BI Service
↓
Workspace
Semantic Model
Settings
Data source credentials
Edit CredentialsThen
- Authentication = OAuth2
- Privacy Level = Organizational
- Click Sign In
- Login using the same account that has access to D365 F&O.
Solution 2
If clicking Sign In gives the same error:
- Sign out of Microsoft completely.
Open an InPrivate/Incognito browser.
Login again.
- 1 month ago
Hi amal_01
You can edit the dataset credentials. Go to Workspace - Semantic model settings - Data source credentials. Choose Authentication method = OAuth2. Set Privacy level = Organizational. Check Skip test connection. Click Sign in and complete the authentication.
Re authenticate in Power BI Desktop by opening the report in Desktop. Re enter the credentials for D365. Refresh locally to confirm and republish to Power BI service. Check account permissions ensuring the account has access to D365 data.
Prevent future expiry by using a dedicated service account or service principal account. Keep scheduled refresh active so tokens don’t lapse
Hi amal_01, Bipin-Lala
This always works fo me 😀
- Bypass the Connection Test:
- Go back to your semantic model settings and click Edit credentials.
- Choose OAuth2.
- Check the box that says "Skip test connection".
- Click Sign in and authenticate.
Thanks,
Abhilash D | Sr. BI Analyst