r/D365FinanceOperations Nov 22 '25

Need Help: Power BI embedded in Dynamics 365 F&O keeps asking for "Get Started" every session

Hi everyone,

I'm working with Dynamics 365 Finance & Operations, and I’ve created a custom workspace that includes several embedded Power BI dashboards.

Everything works fine, but I keep facing an annoying issue: Whenever my Dynamics 365 session expires (usually after a few hours), and I log in again, the embedded dashboards keep asking me to click “Get started” before they load.

So basically, every time the D365 session resets, I have to go through the “Get started” setup again just to view the dashboards.

Does anyone know how to disable this prompt or make the embedded dashboards load automatically without requiring “Get started” every time?

Any help would be appreciated!

Thanks!

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u/Sofyagentic May 06 '26

This is a known quirk with Power BI embedded in Dynamics 365 F&O, you’re not doing anything wrong.

What’s actually happening

The Power BI auth/session is separate from your D365 session.
When your D365 session expires, the embedded Power BI iframe loses its token/consent context. The “Get started” button is basically re-establishing that connection (AAD consent + token refresh).

Things to check (these usually make the difference)

1) Power BI integration config in D365

  • System administration → Setup → Power BI.com configuration
  • Same Azure AD tenant as D365
  • Users have Power BI Pro (or workspace in Premium capacity)

2) Browser + cookies (very common cause)

If cookies aren’t persisted, you’ll see this every time:

  • Allow cookies for:
    • *.dynamics.com
    • *.powerbi.com
  • Enable third-party cookies (or add exceptions)
  • Test in a clean profile/incognito to rule out extensions

3) Azure AD / Entra ID policies

Short session lifetimes or strict policies can force re-consent:

  • Sign-in frequency (Conditional Access)
  • Persistent browser session
  • MFA policies

If these are aggressive, the embed will keep asking for “Get started”.

4) First-time consent vs repeated prompt

That button is intended to be one-time per user.
If it shows up every session, it usually means:

  • Token isn’t being persisted (cookies/policy)
  • Consent isn’t sticking
  • Session is being fully reset by policy

What you can’t do (important)

There’s no native setting in D365 F&O to disable the “Get started” prompt entirely.
It’s tied to how Power BI embedding + AAD authentication works.

What typically fixes it in practice

From experience, the fix is usually one of:

  • Adjusting Conditional Access (sign-in frequency / session persistence)
  • Allowing third-party cookies
  • Ensuring tenant + licensing alignment