Real-time Power BI reports
These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). For detailed information about our products, visit the Finance and Operations documentation.
If you are a customer who is currently running Microsoft Dynamics 365 for Finance and Operations version 7.3 or 8.0 or later, most analytical workspaces and embedded Power BI reports in the product are updated in real-time when you update your platform. The entity store is refreshed “hands free,” so your administrator does not need to manage the entity store refresh schedule. Microsoft will manage the refresh for you.
The system makes an effort to refresh models (or parts of models) in real time. Administrators can see the refresh status of entity store data including warnings from models that are refreshed on a nightly basis (as opposed to real time). Models that are refreshed overnight by default can also be refreshed on demand.
If you are a developer, you can turn on best practice warnings to make the compiler show a list of entities and tables in aggregate measurements (such as analytical models) that will be refreshed on a nightly basis. You can customize entities and tables to support real-time updates.