web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dashboards/ Power BI
Microsoft Dynamics CRM (Archived)

Dashboards/ Power BI

(0) ShareShare
ReportReport
Posted on by pawelk3 100

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?

*This post is locked for comments

I have the same question (0)
  • pawelk3 Profile Picture
    pawelk3 100 on at
    RE: Dashboards/ Power BI

    Thank you!!! I think this is what I am looking for!

  • Verified answer
    amb2000 Profile Picture
    amb2000 1,385 on at
    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.

  • Suggested answer
    Datadvancer Profile Picture
    Datadvancer on at
    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 Profile Picture
    pawelk3 100 on at
    RE: Dashboards/ Power BI

    Thank you! Could you please explain a little more?

  • Suggested answer
    Datadvancer Profile Picture
    Datadvancer on at
    RE: Dashboards/ Power BI

    From easy to complex:

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans