Dashboards/ Power BI

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Posted on by pawelk3

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I want to prepare my own dashboard using live data from D365 for Sales. I found one app - Sales Analytics for Dynamics 365 but it is too complicated right now for me. And all these statistics (ready dashbord) are not working with my D365.

Is there any way to connect data from D365 and create own, simple dashboard from the scratch? I search the net and I didn't find any step by step guide. Could you help me to find some helpful materials? Maybe there is no way to do it easily?

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pawelk3 100 on at

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RE: Dashboards/ Power BI

Thank you!!! I think this is what I am looking for!
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amb2000 1,385 on at

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RE: Dashboards/ Power BI

I would suggest you use the Power Query (M) Builder in the XrmToolBox. Here are some links to get you started.

Power Query (M) Builder: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/

Quickly get Dynamics 365 data in to Power BI for Q&A: https://crmchartguy.com/2018/08/19/quickly-get-dynamics-365-data-in-to-power-bi-for-qa/
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Datadvancer 353 on at

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RE: Dashboards/ Power BI

Out-of-the-box Dashboard customization and Dynamics CRM Report Wizard are useful for build simple deshboard. Detail info you can get from CRMBOOK sections accordingly. Following the instruction step by step you can create your custom deshboard.
pawelk3 100 on at

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RE: Dashboards/ Power BI

Thank you! Could you please explain a little more?
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Datadvancer 353 on at

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RE: Dashboards/ Power BI

From easy to complex:

OOB dashboard create->report wizard->SSRS(power bi).