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

Dashboards/ Power BI

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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?

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  • Suggested answer
    Datadvancer Profile Picture
    Datadvancer on at

    From easy to complex:

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

  • pawelk3 Profile Picture
    pawelk3 100 on at

    Thank you! Could you please explain a little more?

  • Suggested answer
    Datadvancer Profile Picture
    Datadvancer on at

    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.

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

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

  • pawelk3 Profile Picture
    pawelk3 100 on at

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

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