Deployment of Power BI reports to Sandbox and Production

Introduction:

Deployment of Power BI to Dynamics 365 for Finance and Operations is done by Embedded Power BI in Dynamics 365 for Finance and Operations.

Configurations of Power BI in operations:

Configure your LCS project within Dynamics 365 for Operations

  • Navigate to System Administration –> System Parameters –>Go to Help Tab

  • Here you will be asked to Connect to Life Cycle services. This operation is mandatory, it enables Dynamics 365 for Operations to established a trusted connection to LCS using your user credentials.
  • Click on “Click here to connect to Lifecycle Services”

  • On successful connection, you will be able to choose a set of LCS projects from the drop down menu. Select the LCS project

Enable Power BI:

Register Dynamics 365 for Operations deployment as an web app.

1. Login to you Power BI account

2. There are some fields we need to fill in:

  1. AppName (e.g. “D365PBI”)
  2. AppType (Server-side Web app)
  3. Redirect URI (this will be your instance URL with “oauth” at the end. E.g https://D3651611aos.cloudax.dynamics.com/oauth)
  4. Home Page URL (This will be your instance URL. E.g https://D3651611aos.cloudax.dynamics.com/)

3. Choose APIs to access

4. Then hit “Register App”. This will generate a Client ID and a Client Secret which we are going to input inside D365.

5. Keep this window open, we need to copy paste the keys into D365.

Deploy Power BI Files:

  • Navigate to System Administrator –>Deploy Power BI Files .Click on Deploy Power BI Files
  • Here you will be asked to Authorize Power BI, Click on Authorize Power BI.
  • Click on Deploy Power BI Files

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