Activating the New Power BI Embedded Reports in Dynamics 365 for Finance and Operations Part – 1

Posted by Kartik Hans

While most users interact with business applications daily, only a small section accesses analytical insights. Microsoft completely understands the different needs of the users and offers a Power BI tool, which it aims to make as omnipresent as Excel for business users.

Microsoft has recently introduced Embedded Reporting and Analytics in Dynamics 365 Finance & Operations, which augments the UX. Businesses can embed analytics into Dynamics 365 Finance & Operations application in three different ways, namely, Operational Workspaces, Analytical Workspaces (or Embedded PBI), and Embedded

Embedded Power BI in Workspaces

Thanks to the graphics and visuals supported by Power BI, workspaces in D365 Finance and Operations now offer visual and interactive UX. It enables users, especially the CEO, to get a bird’s-eye view of business processes and, if required, dive into the details to make informed business decisions.

Workspaces comprise visuals, count tiles, KPIs, and reports. All the controls within the workspace are tightly integrated, which provides an engaging work environment to the user.

Integrating Embedded Power BI with Applications

With Embedded Power BI available as a Microsoft Azure service, app developers can easily integrate the Power BI data experiences to their applications. However, Microsoft does not provide any direct option to integrate the database, ridding users of getting real-time data views. That being said, there’s a small workaround for this, which we are going to discuss in the blog.

Azure SQL Deployment

In the below screen, we see the team unsuccessfully trying to open CEO workspace.

To overcome the limitation we deploy Azure SQL.

The first step is to log in to the Azure portal using the admin account ‘axlocaladmin’ and initiate the SQL database deployment process.

After successfully logging in, we need to create a new database server (AxDw) and configure the SQL database using premium configuration settings. The max space we can allocate for the database is 30 GB, with the option of increasing or decreasing the data limit based on usage.

Now we can initiate the deployment process.

The deployment will take around 10 minutes.

After successfully deploying Azure SQL, open SQL Server Management Studio and connect to your SQL.

Azure Database. As the name of your server, use the one you created in Step 1, something like User name = axlocaladmin

Create a new query, ensure you are in the master database and enter the following quote:

CREATE LOGIN axdwadmin WITH PASSWORD = ‘samepasswordasinyourlcsenvironment’;

CREATE LOGIN axdwruntimeuser WITH PASSWORD = ‘samepasswordasinyourlcsenvironment’;

Create another query, this time in the AxDW database.

CREATE USER axdwadmin FROM LOGIN axdwadmin;

CREATE USER axdwruntimeuser FROM LOGIN axdwruntimeuser;

After successfully creating the logins and database users, your database should look like this:

Your database logins are visible here:

With this, we round up the first part of the series. We gained an overview of Dynamics 365 for Finance and Operations along with what embedded power BI brings to the table and successfully deployed Azure SQL. By making Dynamics 365 Finance & Operations available as cloud-based ERP (through Azure), Microsoft has extended easy access to analytics.

In the following parts will see how we use the database and gain a real-time view of the information on D365 for Finance and Operation dashboard.

Do let us know your thoughts in the comments below. Until next time!

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