D365/Power BI: Pin Power BI Dashboards to D365 Finance & Operations (Part IV)

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In third part of this blog series we did configurations in D365F&O to setup Power BI dashboards. Now we will see how we can pin visuals from Power BI to D365F&O workspaces.

 We will pin the same visual in D365 workspace that we created in second part of this blog.

 If you are following all previous parts exactly, you don't have any pre-requisite at this stage. So let's jump in to it.

 The mentioned screen shot is showing the same step where we ended our last blog.


  • Go to System Administration  > Setup > Power BI Configurations
           (After saving application id and application key)
  • Click on 'Get started' button over blue tile under Power BI label. It will take you to the consent page.

  • Click Accept. 



  • Now you are ready to pin the dashboard, choose whatever workspace you want to pin the dashboard.
  • Under desired workspace you will find Power BI blue tile.




  • Click 'Get started'.
  • It will display 'Open tile catalog' form, with created visual over BI.



  • Apply check on the right side checkbox of the visual and click OK.
  • Now you will be able to see the visual in D365 workspace.


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