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Microsoft Dynamics 365 | Integration, Dataverse...
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How to connect Power BI with Dynamics 365 Dataverse to view Real-time Segment members

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Posted on by 57

Hi everyone,

 

I’m trying to connect Power BI with Dynamics 365 Dataverse data.

My main goal is to connect Real-time Marketing Segment tables with Contacts so that I can view or report on the segment members directly in Power BI.

 

Could someone please advise:

 

  • Which Dataverse tables should be connected to achieve this?

  • Which columns/keys should I use to link the Real-time Segment and Contact entities?

  • Is there any way to extract or visualize segment membership for Real-time Segments (similar to how it works in Outbound Marketing)?

    Any guidance or best practices would be really helpful.




  •  
 

Thank you!

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