Search for Dynamics 365 for Financials. You'll notice three out-of-the-box dashboards. We'll use the standard dashboard for the remained of this walk-through, but the steps can be repeated to pull in all three. Select Dynamics 365 for Financials and click Get it Now.
In the OData Feed URL, enter the URL you modified in the Verify OData URL to Connect to Power BI step.
After clicking next, this will ask for an Authentication Method. Choose Basic, fill in the user name and password and click sign in.
Username = Your username from Dynamics 365 for Financials, which may be different than your Office 365 account
Password = Your Web Service Access Key
NOTE: Be careful of spaces at the beginning or end of your key. You can paste the key to Notepad to verify.
Once imported, your Dynamics 365 for Financials dashboard will be accessible on Power BI.
Dynamics 365 for Financials Dashboard
Dynamics 365 for Financials - CRM Dashboard
Dynamics 365 for Financials - Sales Dashboard
4. Add Power BI to Dynamics 365 for Financials Role Center
After you have connected Power BI to Dynamics 365 for Financials, you can also pull the stock (or your modified) Power BI reports onto your Role Center(s). Here's how to do that:
Open a Role Center in Dynamics 365 for Financials and scroll down to the Power BI Reports section.
Click Power BI Reports and select Reports.
Select the Report(s) you want to see and click Enable and then OK.
You'll now see the initial report visualization added to your Role Center. You can click and focus on different sections or click the Power BI Reports drop down, which will have additional features to expand, show previous, or next report in the series.
If you are unsure of access to your OData URL, you can walk through the following steps outside of Power BI to troubleshoot. The steps are initially the same as Verify OData URL to Connect to Power BI.
To find the OData URL in Dynamics 365 for Financials:
Use the search to find Web Services
Copy the OData V4 URL from one of the services and strip off the end.
In the current integration, we need to modify this URL to use with Power BI.
Copy the URL to Notepad or a similar text editor. It should look something like the following:
When you enter your URL, you will be prompted with a login.
Username: Your username from Dynamics 365 for Financials, which may be different than your Office 365 account
Password: Your Web Service Access Key
NOTE: Most versions of Internet Explorer will give a message "Cannot display this feed."
Using another browser such as Google Chrome will work to display/verify the feed.
About Stoneridge Software
Stoneridge Software is a unique Microsoft Gold Partner, with specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about and develop trusting, long-term relationships with our clients.
If you'd like further assistance regarding Power BI and Microsoft Dynamics 365 for Financials, please reach out to us at [email protected] or 612-354-4966.
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