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Since the company I’m working for also deliver Microsoft Dynamics 365 (CRM) I’ve been doing some work with Power BI in that department. The following guide will show you how to enable Power BI integration for Dynamics 365 which is pretty easy in my opinion.
First of all we need to enable the integration so head over to Dynamics 365 and go to Settings-> Administration -> System Settings -> Reporting. We have to change this setting from “No” to “Yes”:
This is allthe setup we need to do in Dynamics 365. We also need a Power BI dashboard to import into Dynamics 365. We are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI, so we need the OData feed from D365. Go to Settings-> Customizations ->Developer Resources:
In here we need to copy the the following information (https://”yourtenant”.crm4.dynamics.com) to a notepad document. We do not need “api/data/v8.2”, Power BI will add this to the URL:
Now, head over to Powerbi.com and login with the same account as you are logged into in Dynamics 365. Open up the side-bar menu and go to “Get Data”:
Under the Content Pack Library we are going to chose “Services”. Press “Get”:
This will take us to the AppSource library. You can either search for the content pack (Sales Analytics for Dynamics 365) or go to page 2, it should be at the top. Press “Get it now”:
Copy the OData URL you saved in the notepad file and paste it into the first textbox and select a Fiscal Year End Month Number. I just inserted “12”.
Power BI will inform you that it has started to import you data and your dashboard should look something like this after a couple of minutes:
Very cool! We have our Content Pack imported successfully. Now we want to insert this into a dashboard in Dynamics 365. Go back to your D365 instance, select “Sales” and “Dashboards”. D365 will start loading the default system dashboard.
Power BI dashboards can only be inserted into Personal Dashboards, so we have to create a new one. Select “New” -> Power BI Dashboard from the menu bar:
You may have to login again with your credentials. After that you will be able to chose from your dashboards in Power BI. Go ahead and select the Sales Analytics for Dynamics 365 dashboard you just imported to Power BI. You can also chose to “Enable for mobile” which will make the dashboard scale better on a mobile device.
Press “Save” and then your dashboard should look like this in D365:
Clicking on the different dashboards tiles will take you to the underlying reports (10 different reports in this example) where you can filter and use the interactive functionality you have in Power BI. You can also go directly to Powerbi.com by pressing the PowerBi icon in the top right corner.
Done! This is pretty straight forward. Now, if you want to share this dashboard with other colleagues in your organization you’ll have to share the dashboard in PowerBI. Then the users can import it to their personal dashboard inside D365, so security is pretty much handled by PowerBI. The content packs made by Microsoft gives you a great starting point for reports, I recommend using every one of them
As always, if you need any help, send me an email or use the comment area below.
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