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Dynamics 365 Community / Forums / Sales forum / Sales Analytics for Dy...
Sales forum

Sales Analytics for Dynamics 365 App for PowerBI

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Posted on by Community Member

Dear all, 

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.

Categories:
Application
Leads or Opportunities
Sales Goal Management
I have the same question (0)
  • Verified answer
    Johnny Gong Profile Picture
    Johnny Gong 6,482 Moderator on at

    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. '

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-power-bi

    Sales-Analy.PNG

    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.

    Best Regards

    Johnny

  • Community Member Profile Picture
    Community Member on at

    Hello Johnny,

    Thanks a lot for your answer and advices.

    The article you linked provided the answer I was looking for.

    Best regards.

    Vincent.

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