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I am using Dynamics Online V9.1.
I recently started using the Sales Analytics for Dynamics 365 app for PowerBI.
The app is great. However, as I already tweaked a bit my organisation CRM, some of the data I would like the app to analyze is not the one shown in the Dashboard created in PBI.
I was wondering if anyone of you could tell me, if possible, how can I change the data source that feeds the sales analytics Dashboard (PowerBI).
Thanks in advance for your help.
Hi Vinny Thau,
When I configure the DataSets from Sales Analytics for D365 from PBI, there're only specified Entity data from D365 Sales Module.
I searched from MS Doc and found there're 3 content packs to get data from D365
Sales Analytics for Dynamics 365
Customer Service Analytics for Dynamics 365
Microsoft Dynamics 365 - Social Engagement
While only 'The Dynamics 365 for Customer Engagement apps content packs support the default out-of-box entities. '
So I think if there're many OOB Entities you would like to analysis in PBI Dashboard , I would suggest you to directly connect D365 CE without Sales Analytics App.
Hope the above would help.
Thanks a lot for your answer and advices.
The article you linked provided the answer I was looking for.
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