When configuring PowerBI for Dynamics 365 Finance, what PowerBI workspace are they stored

[jasonyeung87]

Hi,

Currently we have enabled PowerBI reports in our F&O installation.

We have configured the application id and Keys correctly, but the Power BI reports don't appear to display. I was wondering how do I find out which PowerBI workspace the PowerBI reports are stored in? Or are they stored in the "My workspace" (the personal one)?

Jason

[v-jianpeng-msft]

Hi, @jasonyeung87 

The workspace where the Power BI report is located should be the one that you selected when you publish the report in Power BI Desktop.

If you're not sure which workspace your report is in, you can sign in to your account in Power BI Service to view it. In the meantime, I found some tutorials on configuring PowerBI for Dynamics 365 Finance as well as official instructions that you should make sure that your authorization meets the requirements as shown in the following image:

Configure PowerBI.com integration - Finance & Operations | Dynamics 365 | Microsoft Learn

Configuring Power BI Integration for Dynamics 365 Workspaces | Stoneridge Software

How to Get Your Question Answered Quickly

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[jasonyeung87]

Hi @v-jianpeng-msft ,

Thanks for getting back to me. I've reviewed the first link and have confirmed that it's currently already setup this way. I tried again and eventually I ended up with the "Get Started" link in Power BI:

I clicked on the "get Started" link to authorised and got the success message:

I closed the tab to go back to the Power BI config page. There is now a "Deploy Power BI Files link". I clicked on it, but received 4 notifications containing errors:

I currently have the Fabric and Dynamics 365 administrator roles, though not the global administrator. I tried the second link and went to the Register the app page:

But after I clicked on the "Sign In", it redirected me to the main Power page:

Clicking on the "Sign In" button on the top right corner sends me to Power BI Service. It doesn't give me a way to register my app.

I was wondering whether I'm doing the correct steps to register the app?

Sincerely,

Jason

[v-jianpeng-msft · Accepted solution]

Hi, @jasonyeung87 

Thank you very much for your reply. You can follow the instructions below to register the app:

Choose the solution that's right for you:

You can get a detailed tutorial of these steps from the official documentation below:

Get started with Power BI Embedded - Power BI | Microsoft Learn

Once you've registered your app, fill in your Dynamics 365 Finance with the following information:

How to Get Your Question Answered Quickly

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[jasonyeung87]

Hi @v-jianpeng-msft ,

thanks for your help! This has fixed the issue and we were able to set up Power BI on F&O.

Sincerely,

Jason