I need to develop and embed a report into D365 F&O and am after some advice please on how to achieve this. From my understanding what I need to do roughly is the following - does this seem correct?
With this achieved will:
Would love any advice on this as I am jumping in for the first time and can't seem to find anything online that detials how to achieve these kind of things from end-to-end
How do you embed the report to D365 Fincance & Operations? Do you use Power BI embed?
If you embed Power BI report to D365 Fincance & Operations, users are able to slice and filter the report in the usual ways. But if you embed Power BI dashboard to D365 Fincance & Operations, please make sure you pin live page to dashboard. This way, users are able to slicer the report.
About your second requirement, you can set default slicer selection in your report to filter it to show specific data.
About your third requirment, I am not very clear, could you please elaborate it?