Is there documentation for the "Sales Analytics for Dynamics 365 Sales" app

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Posted on by Jason Yeung

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Hi,

I downloaded the "Sales Analytics for Dynamics 365 Sales" app to analyze my company's CRM data in Power BI. This app is located at https://appsource.microsoft.com/en-us/product/power-bi/microsoftd365.salesanalytics?tab=Overview

So far it seems to work good. But I'm spending quite a bit of time using the various fields in the data model to see whether I'm using the correct field to generate the visualization. I was wondering is there documentation for this app? give a bit more detail on each field and how the tables are related to each other).

When I use this app, I need to use Power BI Service to edit reports. It doesn't appear I could download the file and open it in Power BI desktop. (e.g. I can't check the data model). Is there a way I could download the report and / or analyze the data model? It looks like these are prebuilt components by Microsoft.

Sincerely,

Jason

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Jason Yeung 181 on at

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RE: Is there documentation for the "Sales Analytics for Dynamics 365 Sales" app

Hi Venkatesh,

Thanks for the links. It's very helpful.

Sincerely,

Jason
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Venkatesh Nadar on at

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RE: Is there documentation for the "Sales Analytics for Dynamics 365 Sales" app

Hi,

Configure relationship analytics and health-

Configure Relationship analytics and health | Microsoft Docs

Configure Power BI template apps to work with Dynamics 365 Sales-

Configure Power BI template apps for Sales - Sales Enterprise | Microsoft Docs

Customize Power BI template apps for Dynamics 365 Sales-

Customize Power BI template apps for Sales - Sales Enterprise | Microsoft Docs

Hope this Helps!

Regards,

Venkatesh N