Linking Power BI to Microsoft Dynamics 365 for Operations

February 6, 2017

By Emma Vassallo Bianchi

To look at data from a Dynamics 365 for Operations instance in Power BI:
1. Navigate to System administration -> Setup -> Power BI
2. Set the Azure AD Tenant to your company’s azure active directory for example ‘bluefort.com.mt’
3. The ‘Redirect URL’ is the URL of the instance you will be working on. Copy and paste the URL into this field and add ‘/oauth’ at the end of that
4. Make sure that the ‘Power BI API Address’ is ‘https://api.powerbi.com/beta/myorg’
5. Make sure that the ‘Azure AD authority URI’ is ‘https://login.windows.net’
6. Make sure that the ‘Azure AD Power BI resource URI’ is ‘https://analysis.windows.net/powerbi/api’

1

7. We now need the ‘Client ID’ and the ‘Application key’
8. In your web browser, browse to ‘http://dev.powerbi.com/apps’ and sign in. For the next steps to work you need to be the administrator of your environment.

2

9. In the ‘App Name’ field enter a name ex. ‘Bluefort Dynamics 365 Deployment’
10. The ‘App Type’ should be ‘Server-side Web app’
11. Our ‘Redirect URL’ is our instance URL with ‘/oauth’ at the end, while our ‘Home Page URL’ is our instance URL
12. Scroll to the bottom of this page in the web browser and specify what type of access we need

3

13. Hit the ‘Register App’ button. A ‘Client ID’ and ‘Client Secret’ will be generated
14. Copy the ‘Client ID’, navigate back to the D365 for Operations instance and paste it into the ‘Client ID’ field
15. Navigate back to PowerBI, copy the ‘Client Secret’, navigate back to the D365 for Operations instance and paste it into the ‘Application key’ field
16. In D365 for Operations make sure the Enabled slider is set to Yes

4

17. Save and close the form in D365 for Operations and navigate to for example Budget planning. You will see that we have a Power BI tile.

5

18. We now need to connect Power BI. Navigate to the web browser and go to ‘http://powerbi.microsoft.com’. Log in
19. We need to load content in Power BI to be able to use this in our instance
20. Click on the little arrow at the bottom left of the screen and then on the Get button in Services

6

21. This will list content packs that are available for our environment. Scroll through and look for ‘Microsoft Dynamics AX Cost Management’ and click on ‘Get it now’
22. This will prompt you for the environment URL. Copy and paste the instance URL into this field and click Next
23. It will now ask for more details regarding log in. Change the ‘Authentication method’ to ‘OAuth2’ and click ‘Sign in’
24. This will ask us to sign in using our Office 365 account
25. Now you should see a notice in Power BI saying ‘Importing data’. This will take a while to load
26. After the data has loaded you can navigate to the left menu in Power BI and view the data in your Power BI dashboard

7

27. Once the data has been loaded into Power BI navigate back to D365 for Operations, back to the Budget planning workspace and click on ‘Get started’ on the Power BI tile
28. At this point you need to authorise access. Click on ‘Click here to provide authorization to Power BI’

8

29. The system will ask again if we are going to allow this access. Click Accept

9

30. It should now tell us that the connection has been successful. This might be displayed in a new instance. Close it

10

31. Go back to the instance showing the tab below and click Close

11

32. It will now show us all the reports we have access to. Navigate to the Financial performance one for example. Select the ‘Actual vs Budget Expenses’ and click ok.

12

33. At this point the report is loaded onto our workspace

13

34. We can now do our analysis. If we click on the report in Dynamics 365 for Operations, it will redirect us to Power BI where further analysis can be done