Extending Your Microsoft Dynamics CRM Reporting Through PowerBI

Source: https://rcpmag.com/articles/2015/03/16/dynamics-crm-spring-15-release.aspx

Microsoft Dynamics CRM provides rich reporting capabilities through built-in reports, the Advanced Find ad hoc query tool, and SQL Reporting Service (see my blog post).  These are not your only options: you can use Power BI with Dynamics CRM 2015/2016 to provide self-service analytics on your Dynamics CRM Online data.


If you know how to build pivot tables in Excel, Power BI will be familiar to you.  It allows the user to manipulate data in many ways and derive new insights.  You can try out queries to identify patterns in your data which were not obvious.

You can find step-by-step instructions for Power BI and Dynamics CRM on TechNet.

Sign up for Power BI for Dynamics CRM here.