Enable Power BI Embedded in cloud hosted Dynamics 365 finance and operations 8.0 +
In this article, we will go through how to enable Power BI embedded in Dynamics 365 finance and operations version 10 in a cloud-hosted environment (customer managed). From the previous version of FinOps, Power BI embedded uses workspace collections at Azure to display the report, since the workspace collections have been deprecated, Microsoft also disables power BI embedded in cloud-hosted environments. You can only enable Power BI embedded in multiple boxes environments like UAT and production.
1. Create workspace collections
Although the workspace collections have been deprecated, it does not show in the Azure portal and you could not create it by using the Azure portal, but you can create and manage by using Azure CLI.
Open PowerShell and run following
2. Create AxWD Azure SQL Database
We must use the Azure SQL Database for the AxDW in Dynamics 365 finance and operations cloud-hosted environment. Please follow this document to create Azure SQL DB.
We need at least 5 GB storage for Database, for Pricing tier, I will recommend using from S1, and name the database AxDB
This is my DB property
I’m using Premium tier because I want to use the Columnstore Clustered indexes in Database; it helps performance a little bit faster. Once you have the Azure SQL Database, we can use SSMS to connect to the database and create a user for that DB. You need to get the user and password information in LCS, where the cloud-hosted provisioned.
3. Configuring to enable Analytical Workspaces and Reports
What you are having now
Power BI Embedded Service details from step 1
Entity Store Database Service details from step 2
Run Notepad in administrator mode, open web.config from K:\AOSService\webroot in Dynamics 365 for finance and operations environment.
Update the configuration settings:
Update the Power BI Embedded Service configuration settings:
After that, you need to restart IIS and Dynamics 365 for finance and operations batch service
4. Refresh data entity store to AxDW
In Dynamics 365 for finance and operations, navigate to System administration > Setup > Entity Store, select all the entity store, and click refresh.
Allow this process to complete in the background (~5 - 10mins). You can monitor the status of the background process using the Batch jobs.
Once the Progress is made, you can check the event message in the same form to make sure the refreshing working properly
5. PowerBI configuration (this is optional)
Configuring power BI for the workspace; please follow the document here
This is what you should have after the setup
Check the result
If you want to check the result, go to Workspaces > Customer credit and collections > Analytics all companies
Thank you for reading.