Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
jasonyeung87
Helper V
Helper V

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

Hi,

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

jasonyeung87_0-1712959754809.png

 

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

1 ACCEPTED SOLUTION

Hi, @jasonyeung87 

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

vjianpengmsft_0-1713244198544.png

vjianpengmsft_1-1713244255769.png

Choose the solution that's right for you:

vjianpengmsft_2-1713244274337.png

vjianpengmsft_3-1713244394025.png

vjianpengmsft_4-1713244491881.png

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:

vjianpengmsft_5-1713244736239.png

 

 

 

 

 

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.

 

 

 

View solution in original post

4 REPLIES 4
v-jianpeng-msft
Community Support
Community Support

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.

vjianpengmsft_0-1713144664278.png

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

vjianpengmsft_1-1713144875472.png

vjianpengmsft_2-1713144902494.png

 

Configuring Power BI Integration for Dynamics 365 Workspaces | Stoneridge Software

vjianpengmsft_3-1713145361408.png

vjianpengmsft_4-1713145381736.png

 

 

 

 

 

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.

 

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:

02_power bi config.JPG

 

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

04_authorize power bi success.JPG

 

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:

05_deploy power bi failed.JPG

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:

06a_register app in power bi.JPG

 

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

07a_register app in power bi signin.JPG

 

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

 

 

 

Hi, @jasonyeung87 

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

vjianpengmsft_0-1713244198544.png

vjianpengmsft_1-1713244255769.png

Choose the solution that's right for you:

vjianpengmsft_2-1713244274337.png

vjianpengmsft_3-1713244394025.png

vjianpengmsft_4-1713244491881.png

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:

vjianpengmsft_5-1713244736239.png

 

 

 

 

 

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.

 

 

 

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

 

Helpful resources

Announcements
Fabcon_Europe_Social_Bogo

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

PBI_Carousel_NL_June

Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.