Configure PowerBI for Dynamics 365 for operations

Today I helped two of my colleagues setting integrating Power BI for Dynamics 365 for operations. There are a couple of guides online which I have used to create this post, but I thought I would create one from my experience.

There are a couple of main steps we need to go through:

Create a Azure AD Application
Configure Dynamics 365 for operations for Power BI
Configure Power BI
Configure your workspace

Create a Azure AD Application

There are two ways of doing this… you can do it using the Power BI Developer registration tool or you can do it directly from the Azure Portal. We did it from the Azure Portal like this:

  1. Log into the Azure potal… You can use both the old and the new one
  2. Goto Azure Aztive Directory and select your Azure Active Directory Instance
  3. Go to Applications/App Registrations
  4. Create a new application with these settings:
    1. Name: ChooseYourName
    2. Application Type: Web app/API
    3. Sign-on URL: https://theadressforyourdynamics365foroperationsinstance/oauth
    4. App ID URI: https://theadressforyourdynamics365foroperationsinstance  Anything EXEPT https://theadressforyourdynamics365foroperationsinstance . You can for instance use https://DynamicsBI, it only has to be unique for each Azure AD Application
      Edited 27/1 2017
    5. Reply URL: https://theadressforyourdynamics365foroperationsinstance/oauth
  5. When this is created you will get a Client ID/Application ID and you will create a key. You need to save these because you will need the later. Note that the keys are only visible when they are created, Once you leave the page and go back you cannot see them again. If this happens and you have not saved it you can simply create an new one.

    Old portal
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    New Portal:
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  6. Once you have set up the application in Azure ID you will need to give it some permissions. This is where we got stuck because in one of the guides there was a screenshot which showed to few permissions and it simply did not work. You add the application Power BI Services and give it the correct permissions. We used the following permissions:
    1. View User Groups
    2. View all Groups
    3. View All Reports
    4. View content Properties
    5. Read and Write all datasets
    6. View All Datasets
    7. View All Dashboards

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Configure Dynamics 365 for operations for Power BI

  1. In Dynamics 365 for Operations, go to System Adminstration – Power BI
  2. You need to Enable the configuration and then you change these values
    1. Azure AD Tennant (this you will find in the Azure Portal)
    2. Client ID (you saved it above)
    3. Application key(you saved it above)
    4. Redirect URL: ps://theadressforyourdynamics365foroperationsinstance/oauth (This one is incorrect and will not work… ever… I do not understand how there can be an incorrect default value)

      The other values are correct

Configure Power Bi

  1. Every user that is going to use Power BI (more or less every user that is usign AX) will need at least a Power BI free License. As the name implies it is actually free and you addit in the Office 365 Admin Portal. Once you have added the wou will have to do this for every user:
  2. Log into Power BI (https://powerbi.microsoft.com)
  3. Click Get Data in the lower left corner
  4. Click Services – Get

    image

  5. Click Get it now on each of  the three (for now) AX Apps

    image

  6. On each of the Apps enter the URL for your AX instance (https://theadressforyourdynamics365foroperationsinstance ) and flick next. If you get prompted for authetication select OAuth2

    image   image

Configure your workspace

  1. Log into Dynamics 365 for operations
  2. Go to the Workspace called Cost Administration
  3. Scroll to the right and click on the Power BI pane

    image

  4. If this is your first time you need to authorize Power BI. Click the link, log in using your credentials and approve the permissions.

    image   image

  5. Return to the Dynamics Tab and click close

    image

  6. Select the Power BI tiles you want from the Tile catalog and click OK to add them to your workspace

    image    image

This should be it… Business Intelligence glory!

Links:
https://ax.help.dynamics.com/en/wiki/configuring-powerbi-integration/

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