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generate a PowerBI report for one lead/oppotunity

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Posted on by Pierre Souesme 5

Dear Dynamics community,

I would like to generate a power BI report for a given opportunity, the report will provide insight of the opportunity based on historical data and opportunity main information ( type of project, client ,...)

for instance it will provide past success ratio for the opportunity client or type of work in order to guide the decision.

is this possible to generate a powerBI report for an opportunity based on the opportunity fields

thank you for your support

Pierre

Categories:
Reporting and BI
  • Pierre Souesme Profile Picture
    Pierre Souesme 5 on at
    RE: generate a PowerBI report for one lead/oppotunity

    Thank you Mehdi, your post is very usefull

  • Verified answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... on at
    RE: generate a PowerBI report for one lead/oppotunity

    Awesome Pierre Souesme, if that answers your question, please check it as verified to help others find useful information.

    Thanks.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,198 User Group Leader on at
    RE: generate a PowerBI report for one lead/oppotunity

    Bonjour Pierre,

    You can integrate a Power BI report with Dynamics 365 and filter it based on the context of a specific record. Please refer to the following blog:

    crmchartguy.com/.../

  • Pierre Souesme Profile Picture
    Pierre Souesme 5 on at
    RE: generate a PowerBI report for one lead/oppotunity

    Thank you very much for your swift answer, this is very useful.

    to clarify my objective, I want to generate a dashboard tailored for a specific opportunity ( or with automatic filter with opportunity data)

    the idea is to click a link on the opportunity  that would open a dashboard based on opportunity information ( for instance qty of winning projects for the same client/ qty of winning /loss projects in the same area) to give some insight and guidance  of a specific prospect

    thank you again for your support

  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... on at
    RE: generate a PowerBI report for one lead/oppotunity

    Hi Pierre Souesme I hope you are doing good.

    As Power BI has a native integration with Dynamics is easier to do this kind of this.

    To create a Power BI Dashboard consuming data form Dynamics, you must connect the instance Web API. You can find the step by step of doing so here:

    How to Connect to Dynamics 365 Data from PowerBI Desktop | PowerObjects

    You also can embed Power BI Dashboard into Dynamics to see your visualization into the CRM. You are also interested of doing so, first you must go to Advanced Settings > Administration > System Settings > Reporting > Allow Power BI visualization embedding. Administrator-level access is required. Then follow these instructions:

    Add or edit Power BI visualizations on your dashboard - Power Apps | Microsoft Docs

    If this answers your question, please check it as verified to help others find useful information.

    Welcome to this amazing Microsoft Community.

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