You can connect to Microsoft Dynamics 365 for Finance and Operations with Power BI Desktop to create custom Dynamics 365 reports and dashboards for use with the Power BI service. To enable Power BI the very first thing you have to do is configure your Power BI with Dynamics 365 for first use.
Follow these steps:
- Log in to your Power BI account using https://powerbi.microsoft.com/en-us/.
- Give details about the application and Dynamics 365 for Finance and Operations environment, you can refer to the following for more clarity:
App Name
: Give a generic application nameApp Type
: Choose Server side web appRedirect URL
: Add oauth at the end of your home page URLHome page URL
: Application URL
- Choose APIs to access:
- Register your app.
In this step, click on Register App
and the system will create client ID
and client secret
for your new app. Keep a backup of both values, you need to put these values in the next step:
- Now open Dynamics 365 for operation and navigate to...