How to attach the PowerBI report to Dynamics 365 FnO and Run it.

Sharing insights into my recent development, I successfully integrated Power BI reports into the Dynamics 365 menu, addressing specific client needs for seamless access and enhancing the overall user experience."

Requirement:

User has a powerbi report pbix file which is already published. Now he wants to open the powerbi report from dynamics 365 FnO.

Solution:

Step1 (Creation of Resource file and placing pbix file in path):

Create an Resource file(XML) and place the file in the AOS path. In our case the path is: “J:\AosService\PackagesLocalDirectory\CustomModel\CustomModel\AxResource”

Here is the Resource file format:

<?xml version="1.0" encoding="UTF-8"?>

<AxResourcexmlns:i="http://www.w3.org/2001/XMLSchema-instance"><Name>DemoProjectedStockPBIX</Name><FileName>DemoProjectedStock.pbix</FileName><RelativeUriInModelStore>CustomModel\CustomModel\AxResource\ResourceContent\PowerBIReport\DemoProjectedStock.pbix</RelativeUriInModelStore><TypeOfResource>PowerBIReport</TypeOfResource></AxResource>

Name: This is name or identifier associated with the Power BI report.

FileName: This provides the actual file name of the Power BI report, suggesting it's named "DemoProjectedStock.pbix."

RelativeUriInModelStore: This is URI (Uniform Resource Identifier) indicating the location of the Power BI report within the model store structure. It provides the path to the report file.

TypeOfResource: PowerBIReport Indicates the type of resource, confirming that it is a Power BI report.

Place the Power BI report(pbix) file in the following location: J:\AosService\PackagesLocalDirectory\CustomModel\CustomModel\AxResource\ResourceContent\PowerBIReport

Step 2 (Create a controller class):

The class extends PBIReportControllerBase, which suggests that it's designed to work with the Power BI integration framework in D365FO.

using Microsoft.Dynamics.AX.Framework.Analytics.Deploy.PBIPaaS;

class DmoPowerBIReportController extends PBIReportControllerBase
{
    // Name of the resource containing the content pack
    const str PowerBIContentPackName = 'DmoProjectedStockPBIX';

    // Name of content pack
    const str PowerBIReportName      = 'Projected Stock';

    protected boolean showFilterPane()
    {
        return true;
    }

    protected boolean showNavContentPane()
    {
        return true;
    }

    public PBIReportRunParameters setupReportRunParams()
    {
        // populate and return the report run parameters for the session
        PBIReportRunParameters reportRunParams = new PBIReportRunParameters();
        reportRunParams.parmResourceName(PowerBIContentPackName);
        reportRunParams.parmReportName(PowerBIReportName);
        reportRunParams.parmShowFilterPane(this.showFilterPane());
        reportRunParams.parmShowNavContentPane(this.showNavContentPane());
        reportRunParams.parmPageName(this.pageName());
        reportRunParams.parmIsEmbedded(true);
        reportRunParams.parmApplyCompanyFilter(false);
        return reportRunParams;
    }

    public static void main(Args _args)
    {
        // initialize the controller object
        DmoPowerBIReportController controller = new DmoPowerBIReportController();
        controller.setupReportRunParams();
        controller.run(_args);
    }

    /// <summary>
    /// Initialize the runtime properties required by report viewer control.
    /// </summary>
    /// <param name = "_reportParameters">The report parameters.</param>
    /// <param name = "_formGroupControl">The form group control to apply report viewer control.</param>
    public void initializeReportControl(PBIReportRunParameters _reportParameters, FormGroupControl _formGroupControl)
    {
        PBIReportHelper::initializeReportControlWithReportRunParams(_formGroupControl, _reportParameters);
    }

}

Step 3 (Create a from):

In our case we created a simple details w/standard tab pattern

Created an initialized method on PowerBIReportGroup control

[Form]
public class DmoProjectedStockPbix extends FormRun
{
    [Control("Group")]
    class PowerBIReportGroup
    {
        protected void initialize()
        {
            DmoPowerBIReportController controller = new DmoPowerBIReportController();
            PBIReportRunParameters reportParameters = controller.setupReportRunParams();
            controller.initializeReportControl(reportParameters, PowerBIReportGroup);

            super();
        }

    }

}

Step 4:

Create a display menu item to open the form and assign the menu item to menu.

Thanks for reading!!!