Check3: Create a Report in Power Bi with SQL Server Connection and Embed the Power BI report as Dashboard in Dynamis 365
One of the best parts which we check above is Relationships are correctly shown as it is in CDS
- 2nd is adding lookup, Options field, regarding field all will give Name /Label and values both as separate Fields , for which we need to do some extra work when getting data from Odata.
- Below I have selected Lookup and Options fields as Name and ID
Check4: Publish Report in Power BI Destop Client
- We will use the above report itself to embed in Microsoft dynamics 365
- We have added only account and contact entity with some field to demonstrate how Relationship are pre-build and we get Lookup name and Id
- Now we will publish the report, select the workplace
Check5: Pin Report as Dashboard in Power BI Portal
- Once published, we will edit credentials as OAuth
- Navigate to My Workspace -> DataSets and edit credentials
- Selecting Authentication Method as “OAUTH”
- Remember to enable Below.
End users use their own OAuth2 credentials when accessing this data source via DirectQuery.
- Now we will ping Report as live so it can be used in dynamics 365
- Navigating to report from workspace
- Once pinned, we can see a pinned item in DashBoard, and will also be available as a dashboard in D365
- I have changed name while pinning it as a dashboard
Check5: Embed the Power Bi Dashboard in Dynamics 365
- Navigating to D365 Dashboard
- Clicking NEW, Either select Microsoft dynamics 365 or Power Bi Dashboard.
- Select Layout
- Select Power BI Tile
- All our Dashboard in Selected workspace will be available