Visualize Your Dynamics 365 CRM Data with Power BI
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Published on Thursday, February 22, 2018

Ross Beagle, Senior Architect

The Dynamics 365 and PowerBI integration has continued to improve and it has become progressively easier to connect the data with the latest versions of both applications. The most recent iteration of Power BI has an updated connection app to Dynamics 365 and you can enable it in a few minutes. The new views of your Dynamics data (as well as other application content packs available) will add a whole new benefit to your CRM experience and help increase its value and utilization in the business.  

To get started you’ll need to get the URL for your Dynamics 365 instance. In this example, we are using https://pscbidemo.crm.dynamics.com/.

Get started with Power BI and Dynamics 365

 

Open https://powerbi.microsoft.com and sign in. You may be prompted to sign up for Power BI and will need to do so to proceed.

Get started with Power BI and Dynamics 365 

Get started with Power BI and Dynamics 365

 

Click: “Get Data”

Get Dynamics 365 data for Power BI

 

Click: “Services > Get”

Click Services > Get

 

Type “Dynamics” into the search box.

Type Dynamics in the search box

 

Click: “Get it now” for Sales Analytics for Dynamics 365.

Get it Now > Sales Analytics for Dynamics 365 

 

Type in the Dynamics 365 instance url that you used in the first step. In our example we are using: https://pscbidemo.crm.dynamics.com/.  Type in the Fiscal Year End Month number and click: “Next.”

Add the Dynamics 365 instance URL 

 

The next screen is important. Change the Authentication method to “OAuth2” and click: “Sign in.”  The dialogue may ask for your username and password to be entered again.

 Change the Authentication method to "OAuth2" and sign in

 

You should see the dashboard screen, but you will need to wait until the data refreshes.

New dashboard takes time to connect

  

Wait about five minutes and the data should be refreshed to reveal a number of insights based on your current CRM sales data.

Dynamics 365 data is connected and sales dashboard is displayed

 

Scroll to the bottom and click on the tabs. In this case, we are looking at “Top Won/Lost” Deals.

Ath the bottom, click on the Top Won/Lost deals tab

 

On the left-hand side, click on “My Workspace” to view a dataset for Sales Analytics for Dynamics 365.  This is where you can build your own custom dashboards and reports and we’ll cover that in a future post.

Click on "MyWorkspace" to view a dataset and create your own charts

 

The CRM dataset is scheduled to refresh daily. You can change the schedule or refresh it on demand by selecting “Refresh Now.” There are some noted best practices to optimize performance of the connection and dashboard. Limiting the reporting to five or less entities with only the attributes needed for the insights and keeping the datasets to 50,000 records or less should keep the display and environment running smoothly.

Once Dynamics and Power BI are connected and you’ve had a chance to review the various charts and lists, try the following:

  • Choose a tile to review an underlying report. 
  • Click into specific data points for views of the underlying data.
  • Try asking a question in the Q&A box at the top of the dashboard.

It is fairly easy for anyone with the right PowerBI and Dynamics 365 access to configure this connection. For other users to have access to the PowerBi dashboard and data, security is enabled and shared via PowerBI and data access aligns with the users CRM role privileges as well. Power Bi was made to empower CRM and business line users to generate self-service data reporting and dashboards on demand. 

Integrating your data across the business and technology platforms can be a transformational process with valuable outcomes. To determine how to get the most out of your data and these tools, PSC can help with strategy and expertise to guide you on your business intelligence and analytics journey. Contact us to help you realize the benefits of CRM driven insights and discover just how Power BI can take your CRM initiative and experience to the next level.

 

Return to the Dynamics 365 CRM 2018 Vol 1 Newsletter


Categories: Dynamics 365,dynamics crm,Power BI

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