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Registration info into Power BI

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Posted on by 60

Dear Community,

Does anyone know a resource that can help me connect my Event registration info in Dynamics to Power BI?

What steps do I need to take so that I can

  • connect to the proper environment
  • access the database tables with: Contact info + Sessions  Chosen + Answers to Custom Registration Fields

Many thanks!

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Registration info into Power BI

    Hi Partner,

    Are you running in online version of Power BI?

    pastedimage1600239951456v1.png

    From my test, it seems that Dynamics 365 and Common Data Service connectors are only available in Desktop version,

    therefore, we need to use the Desktop version instead.

    You can download the desktop application here:

    https://www.microsoft.com/en-us/download/details.aspx?id=58494

    Please refer to following tutorial after the installation is completed.

    https://powerobjects.com/2016/11/18/connect-to-dynamics-365-data-from-powerbi-desktop/

    When the program starts, sign in is not required, just click Get data.

    pastedimage1600240323476v4.png

    Then navigate to Online Services tab > Dynamics 365(online)

    pastedimage1600240441252v5.png

    or search for Common Data Service

    pastedimage1600240486359v6.png

    Now I have connected to my D365 and loaded event registration records successfully.

    pastedimage1600240221741v2.png

    Regards,

    Clofly

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Registration info into Power BI

    Hey,

    Apart from Clofly's comments here - you can also refer the documentation for connecting PowerBI to Dynamics here - docs.microsoft.com/.../custom-analytics

  • 475Topeka Profile Picture
    475Topeka 60 on at
    RE: Registration info into Power BI

    Thank you so much for your reply - I am seeing a slightly different set of choices however. I am also having some conceptual stumbling blocks here at the beginning. Once I can get the right tables in PowerBI I know how to set everything else up.

    A. Discover content

    My organization ->Org apps- no apps have been published - do I need to publish an app first?

    Services> Template apps - nothing specifically for Events

    B. Create new content - I assume I don't want any of these because I don't want static data?

    Files

    Databases

    Datflows

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Registration info into Power BI

    Hi,

    Do you mean make a Power BI report based on event registration records?

    6708.JPG

    If so, you could refer to the following tutorial:(We should use Desktop version to connect to Dynamics.)

    https://www.inkeysolutions.com/blogs/power-bi-how-to-fetch-dynamics-365-ce-data/

    Regards,

    Clofly

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