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