D365/PowerBI: Power BI OData Connection (Part I)

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Microsoft Power BI is a cloud based data and analytics reporting tool that helps organizations bring together disparate data sets into reporting dashboards.  

D365 Finance and Operations users can also use Power BI:
  • To design visual reports and dashboards from D365 data-sets 
  • To embed these dashboards to D365.
In this blog series, we will see how D365 user can work with Power BI. I am going to divide this topic in four parts.

Part I: Create OData connections to access D365 data to design visuals in Power BI
Part II: Design a visual from D365 dataset
Part III: Configure Power BI to pin dashboards in D365
Part IV: Pin Power BI dashboards to D365

In first part, we will connect the Power BI with D365F&O through OData connections to access dataset so that it can be utilized to design visuals.

Pre-Requisites:

You should have a Power BI  account with your work domain and Power BI desktop app installed.

Steps:

We will start by accessing Power BI desktop.
  • Click Get Data.


  • Select Others > OData Feed > Click Connect.
  • Enter URL of D365 online instance (to which you want to connect Power BI).
  • Add postfix '/data' to the URL.
  • Click OK.


  • When you will connect first time, above window will appear. 
  • Select 'Organizational account' tab on the left panel.
  • Click 'Sign in' to provide your sign in details.
  • On successful sign in, click Connect.



Successful connection will show you D365 data tables on navigator.

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