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Dynamics 365 for Finance and Operations Development Cookbook

You're reading from   Dynamics 365 for Finance and Operations Development Cookbook Recipes to explore forms, look-ups and different integrations like Power BI and MS Office for your business solutions

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781786468864
Length 480 pages
Edition 4th Edition
Languages
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Authors (2):
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Deepak Agarwal Deepak Agarwal
Author Profile Icon Deepak Agarwal
Deepak Agarwal
Abhimanyu Singh Abhimanyu Singh
Author Profile Icon Abhimanyu Singh
Abhimanyu Singh
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Toc

Table of Contents (11) Chapters Close

Preface 1. Processing Data 2. Working with Forms FREE CHAPTER 3. Working with Data in Forms 4. Building Lookups 5. Processing Business Tasks 6. Data Management 7. Integration with Microsoft Office 8. Integration with Power BI 9. Integration with Services 10. Improving Development Efficiency and Performance

Configuring Power BI

You can connect to Microsoft Dynamics 365 for Finance and Operations with Power BI Desktop to create custom Dynamics 365 reports and dashboards for use with the Power BI service. To enable Power BI the very first thing you have to do is configure your Power BI with Dynamics 365 for first use.

How to do it...

Follow these steps:

  1. Log in to your Power BI account using https://powerbi.microsoft.com/en-us/.
  1. Give details about the application and Dynamics 365 for Finance and Operations environment, you can refer to the following for more clarity:
  • App Name: Give a generic application name
  • App Type: Choose Server side web app
  • Redirect URL: Add oauth at the end of your home page URL
  • Home page URL: Application...
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