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Customer Insights - Journeys forum

Integration with PowerBI

Posted on by Microsoft Employee

Does anyone already have experience with connecting Dynamics for Marketing with PowerBI? One of my clients has specific reporting needs and moreover would like to export raw interaction data to Excel for further analysis. Integration with PowerBI seems to be the only method to achieve these requirements.

Was it easy to set up this integration.
What were the biggest challenges?
How does it perform?
How do you think about the default Power BI templates?
I am looking forward to your experiences and recommendations!

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  • John Schott Profile Picture
    John Schott 15 on at
    RE: Integration with PowerBI

    Coen, the setup does take some time and effort, but the documentation is very helpful and you should be able to make it happen.  Christian, here's my use case: is it possible to have a Buyer's Journey / pipeline waterfall report?  For example, with a customer journey, number and value of opportunities created (and won) and KPIs around assets in the journey? This would be fantastic.  I'd appreciate any guidance & thank you for your time and attention.

  • Suggested answer
    RE: Integration with PowerBI

    Hello,

    The project for the Power BI Templates can be found on GitHub. it contains one version that features the code that takes all the 'heavy lifting' to access the Profile data and Interaction data, the latter form the Azure Blob storage you have configured within the marketing apps admin area.

    The code provides really convenient tools to discover all data available for Your instance and allows to with a few instructions to access any data you are interested in for you own queries and visual representations.

    It also features parameters to specify you org and data source and recency timeframe for interaction data filtering. (You want to select meaningful time range based on the interactions you report on and the data generated by you org. Start conservative with small recency in order to achieve good performance, opposed to load all data history for all interaction s and all profiles!)

    The project on GitHub has ready to download Power BI templates files, but you can also access the PBX files in code.

    And there is not only a generic template but a specific analytics report for Email Marketing which you can study. It shows how to implement a PBI report with the code provided.

    There will me more reports like this available in the future. If you like to list out you specific use cases please feel free to share. We may be able to give more specific hints for your requirements.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Integration with PowerBI

    Hi Coen,

    This project contains Power BI templates to start building custom analytics and reports based on your Dynamics 365 for Marketing data. These templates will help you to connect to your Dynamics 365 instance and access its data. The download includes the following templates: Power BI template for Dynamics 365 for Marketing: Includes the code required to connect to your Dynamics 365 for Marketing data, and also includes functions that you can call to load entity and interaction data with just one line of code. This template provides a basic starting point for building your own custom reports.

  • megcda Profile Picture
    megcda 2,192 on at
    RE: Integration with PowerBI

    Hi Coen,

    We were dependent on a feature from Power BI to make setups much easier and require a lot less coding.  My understanding was that this was to be delivered in December but I have been out and don't have confirmation on this.  Our PBI integration expert is out until the third week of January.  Hopefully someone else in the community has information for you for now.  What specifically is the customer looking to report on in Marketing?  If you can give me some further details, I can reach out to see if I can get some further information meantime.

    Thanks,

    Megan

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