Connecting Power BI to Dynamics 365 for Free
Updated: Aug 3, 2021
Disclaimer: This will only work if you have a free or paid account to Microsoft PowerBI.com. Below are some resources you can utilize to get up and running on Microsoft Power BI.
Getting started with Microsoft Power BI: http://www.solsyst.com/single-post/2016/08/11/Getting-Started-with-Microsoft-Power-BI
Microsoft Power BI Articles: http://www.solsyst.com/blog/category/Microsoft-Power-BI
Alright, time to connect Power BI to D365 for Financials. Below are the steps to connect over Financials OData:
1. Open Your PowerBI.com online account
2. Select the Get Data option from the bottom menu
3. Click on the Get Service Option
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Select Dynamics 365 for Financials from the list and click on "Get it Now"
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New Connection window appears asking for the OData URL to connect
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To get the OData url we need to open our D365 for Financials in either a new window or tab and then use the Global Search and search for the web service.
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Select Power BI Reports Selection from list of objects.
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Copy this url into the Power BI connection window
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Your password is the web service access key of the Admin user and you can get it from the users tab.
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So, after connecting to the financial OData services you should see a ready made dashboard created in Power BI for D365 for Financials.
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And now we can embed this dashboard inside of D365 for Financials! On your home page click the Power BI Reports section header.
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Then a list of reports should appear and you can select the one you'd like to see.
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Are you looking for Microsoft Dynamics 365 for Financials support and training? Take a look at our Online Dynamics 365 University at www.dynamics365university.com