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Registration info into Power BI

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Posted on by 475Topeka

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!

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cloflyMao 25,210 on at

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Hi,

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

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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475Topeka 60 on at

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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

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ShravanSuri 1,255 on at

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Hey,

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

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cloflyMao 25,210 on at

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Hi Partner,

Are you running in online version of Power BI?

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.

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

or search for Common Data Service

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

Regards,

Clofly

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