We just left GP and have gone live with D365FO. My goal is to customize reports/dashboards by utilizing data from D365FO and housing it in a location for user to run ad hoc e.g., SharePoint.
Also, would want to leverage Power BI capabilities for users personalized workspaces. What I am not sure how is to make the one-to-one connection between user’s personal workspaces in D365FO and power BI.
Would love to know more about what you’re asking here.
Have you seen this link? It walks through the authorization process that you would need to do for each user.
Configure PowerBI.com integration - Finance & Operations | Dynamics 365 | Microsoft Learn
Hi Ashley,
The challenge is linking a user’s personal D365FO workspace to a Power BI report. The solution relies on two key architectural components: the Entity Store for data integrity and Azure AD identity for personalization.
Data Source: Use the Entity Store (AXDW) as the single source for all Power BI reports. This acts as a reporting database, keeping heavy analytical load off your live D365FO system.
Connection: Embed the Power BI reports into the D365FO workspace. The connection is secure because both D365FO and Power BI share the user’s Azure AD identity.
Personalization: Implement Row-Level Security (RLS) in Power BI. This ensures that when a user views the embedded report, the data is automatically filtered based on their security permissions and role in D365FO.
This approach uses standard platform features for fast, personalized, and secure dashboards right inside the user’s workflow.