Configure Power BI Integration for Dynamics 365 Finance | Exam MB-300 Answer

Configure Power BI Integration for Dynamics 365 Finance

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Question

A company implements Dynamics 365 Finance and sets up and configures the system to support its reporting requirements using Microsoft Power BI.

A user creates a chart in her Power BI instance to display customer order patterns for the top 10 customers daily.

You need to configure the Power BI integration to pin the chart to the user's workspace in Dynamics 365 Finance.

Which three actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

ACE.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/configure-power-bi-integration

To configure the Power BI integration to pin the chart to the user's workspace in Dynamics 365 Finance, you need to perform the following three actions:

A. In the Dynamics 365 Finance client, authorize sign-in to Power BI: This step involves setting up the integration between Dynamics 365 Finance and Power BI by authorizing the sign-in to Power BI from the Dynamics 365 Finance client. To do this, follow these steps:

  1. Open the Dynamics 365 Finance client and navigate to the System administration module.
  2. Under the Power BI integration section, select the Enable Power BI integration check box.
  3. In the Power BI client ID and Power BI client secret fields, enter the respective values that you obtained from the Azure portal.
  4. Save the changes.

B. In Azure Active Directory, grant the customer services manager administrative permissions to the company's Azure Active Directory account to run the report: This step involves granting the necessary permissions to the customer services manager to access and view the report. To do this, follow these steps:

  1. Sign in to the Azure portal using an account that has the required permissions.
  2. Navigate to the Azure Active Directory (AAD) blade and select the Users tab.
  3. Search for and select the customer services manager's user account.
  4. In the Roles and administrators section, select the Add role assignment button.
  5. Select the role that you want to assign to the customer services manager, such as Power BI Service Administrator or Power BI User, and save the changes.

C. In Microsoft Azure Active Directory, add the PowerBI service to the app registration and grant the necessary delegated permissions: This step involves adding the Power BI service to the app registration in Azure AD and granting the necessary delegated permissions to access the report. To do this, follow these steps:

  1. Sign in to the Azure portal using an account that has the required permissions.
  2. Navigate to the App registrations blade and select the app registration that you created for Dynamics 365 Finance.
  3. In the API permissions section, select the Add a permission button.
  4. Select the Microsoft APIs tab, search for Power BI Service, and select it.
  5. Select the delegated permissions that you want to grant to the app registration, such as Read and write all dashboards or Read and write all reports, and save the changes.

Note that options D and E are not relevant to the given scenario and are incorrect answers. Option D refers to configuring the Application ID and Application key for PowerBI in the Entity store, which is not related to the integration between Dynamics 365 Finance and Power BI. Option E refers to configuring the application ID and application key in the Dynamics 365 Finance System administration setup screen in PowerBI.com, which is not a valid step.

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